To make use of Plauti Verify upon inserting or editing a record, you need to replace your current entry page with the Plauti Verify Entry Lightning Component. This how-to will show you how in a few simple steps.
To deploy Plauti Verify Entry:
1. Override the 'New' button
- Go to the Salesforce Setup > Object Manager.
- Find the Object where you want to use Verify Entry in the list view and open it.
- Navigate to Buttons, Links and Actions.
- In the list of buttons, find the entry for the 'New' button and click Edit
.
- At 'Lightning Experience Override', click Lightning Component, and select the Lightning Component called 'recordval:recordForm'.
- Click Save.
2. Override the 'Edit' button
- Go back to the Buttons, Links and Actions list.
- In the list, find the entry for the 'Edit' button and click Edit.
- At 'Lightning Experience Override', click Lightning Component, and select the Lightning Component called 'recordval:recordForm'.
- Click Save.
3. Repeat for other Objects
- Repeat steps
- Override the 'New' button and
- Override the 'Edit' button
- For Objects other than Lead, Contact or Account (standard or custom), check the guide on applying Plauti Verify to other Objects, to make sure you did not miss any other settings.
You have now deployed the Plauti Verify Entry page, and are ready to validate your data upon entering a new record.