Automate assignment of Leads, Cases, Opportunities and more
Super Round Robin (or SRR for short) automates the routing and assignment of records that are created or updated in Salesforce. It works with 99% of Standard Salesforce Objects, and any Custom Object. Out of the box Super Round Robin is configured to work with Leads, Cases, Opportunities, Contacts, and Accounts.
Rules-based even or weighted distribution
In SRR, records are distributed by round robin: each user is assigned a record in turn. Records can be routed to different teams and/or individuals depending on rules you configure. You can set users to receive an even distribution of records, or you can adjust the ratio of distribution so that some users get proportionately more than others. The routing rules you set let you segment records based on any field on the record. Route to different teams based on lead geography, case priority, record type and more; any combination of fields you like!
Set caps and distribute based on capacity
Super Round Robin can throttle record distribution based on your definition of a users' capacity. For example, a user can be capped at receiving 20 Leads per day, or at having 10 open Opportunities at any one time. Caps are dynamic, meaning that if a user is capped at 10 open Opportunities, and during the day they close one, Super Round Robin will notice, and automatically add the user to the next round of Opportunities that are distributed.
Assign multiple team members
As organizations and their processes become more complex, often we see multiple owners of a record. For example, an Opportunity might have an SDR, a Support Rep and a Technical Rep - each of which need to be assigned to the record. Super Round Robin can do this; and each representative can receive a custom email or in-app notification, so they know exactly what they have been assigned and why.
Shift Patterns, Out of Office, Omni-Channel, and Salesforce Calendar
Each user that gets assigned records by Super Round Robin can have their weekly work hours set. For instance a user might work 9-5 each day, except Wednesday when they finish at 3pm. By registering these weekly shift patterns, users only get records assigned while they are at work. SRR can also respect a user's Salesforce Calendar, Out of Office, and Omni-Channel Presence settings. All of these options combine to allow you fine-grained control over when a user can be assigned records.
Apply Service Level Agreements and create reports
Define, monitor, and enforce SLAs, with automatic reassignment for missed deadlines to maintain service quality. Build detailed reports and dashboards to track and monitor performance.
Contact Support or log a Feature Request
We aim to present you with all the information you need in this knowledge base. However, if you have any questions that you cannot find the answer to, please do not hesitate to contact us! We're always happy to help.
You can reach Plauti Support via https://go.plauti.com/Contact-Support.
Next to the knowledge base, Plauti also hosts a Feedback Platform, where you can view ideas for improvements requested by other customers, and add your own if they're not yet in the list. In the Ticket Planning section you can see which ideas are about to be picked up, or have already been implemented.
Visit the Feedback Platform at https://go.plauti.com/Feedback_Platform.
