Release Notes Plauti Assign (SRR)

Last published at: April 15th, 2025

Release Spring '25 Features, April 7, 2025

Release Spring '25 Feature release (11.22)
Release date April 7, 2025
Update Instructions If you are updating from version 11.19 or earlier, make sure to follow the Post-Install instructions of version 11.20 as well! See Upgrading to Version 11.20 of Plauti Assign‍.
New
  • Assignment - Route records based on the proficiency of users in specific skills, to ensure that each record is assigned to a user who has appropriate expertise to handle the record. Update and manage User Skills dynamically, so that routing rules remain effective as a user’s skills evolve. Read more here.
  • Assignment - Use Overflow Logic to manage cases where all members of a MatchGroup are unavailable, or when specific MatchRules inhibit assignment. Overflow Logic will automatically move records to the next suitable MatchGroup, ensuring records are consistently assigned even when the initial rotation encounters limits. Read more here.
  • MatchGroups - Assignees can now be added to MatchGroups fully automatically. With the AssigneeRules introduced in the previous version, and Assignee Synchronization enabled, a MatchGroup’s Assignees are updated every hour. Read more here.
Improved
  • MatchGroups - Assignees that did not get a Dynamic Assignment status yet after updating to the previous version will now get status 'Manual'. Of course you can always change it to 'Dynamic'. Read more here.
Classes added If you are not using the SRR permission sets, add the following classes to the applicable profiles:
  • srrAssigneeSyncBatchJob
  • srrJobScheduler
  • srrSkillsController
Other items added

If you are not using the SRR permission sets, add the following items to the applicable profiles:

Objects:

  • Skill__c
  • UserSkill__c

Fields:

  • AssigneeSettings__c.Send_MobileAssign_Notifications__c
  • AssigneeSettings__c.Send_SMS_Notifications__c
  • MatchGroup__c.Assignee_Synchronization__c
  • MatchGroup__c.Overflow__c
  • UserSkill__c.Skill__c
  • UserSkill__c.User__c

Tabs:

  • UserSkill__c

LWC components:

  • srrSetupSkills
Fixed
  • General - When using other Objects than the five default Objects in Plauti Assign (SRR), an error occurred.

Release Spring '25 Rebranding Plauti, March 6, 2025

Release Spring '25 Rebranding release (11.20)
Release date March 6, 2025
New Plauti is rebranding! Super Round Robin has been renamed to Plauti Assign, and can be found under that name in the Salesforce App Launcher.
For now both apps are still available, but from the Summer '25 Feature release only the new Plauti Assign app can be used. So add it to your favorites! Read More.
Items added
  • Add the new Plauti Assign app to your list of favorite Salesforce apps to use instead of the SuperRoundRobin app.
  • If you are not using the SRR Admin permission set, assign the following app to the applicable profiles or permission sets for users that need Admin access:
    Plauti Assign (leadassist__plauti_assign)
    if you currently have the Super Round Robin (leadassist__SRR) assigned there.

Spring '25 Maintenance, February 3, 2025

Release Spring '25 Maintenance release (11.19.1)
Release date February 11, 2025
Update Instructions
  • Add new picklist values Distance and Plugin to the Operational Mode field on the MatchGroup object. These values will be used to set the new operational modes in MatchGroups. Read more in Upgrading to Version 11.20 of Plauti Assign‍.
New
  • Assignment - Assign records based on location instead of in a round-robin fashion, with the new operational mode "Distance”. When latitude and longitude of records and assignees are filled in, a record will be assigned to the closest assignee available. Read more in Operational Mode: Distance.
  • Matching and Assigning - Define more extensive matching and assignment rules with the new operational mode “Plugin”. Via an Apex Class, implement your own logic for records to be matched with a MatchGroup and assigned to an Assignee. Read more in Operational Mode: Plugin.
  • MatchGroups - Set up AssigneeRules to dynamically and automatically add Assignees to a MatchGroup. Add multiple Assignees to a MatchGroup with one click, based on specific criteria. Assignees that do not match the set AssigneeRules can still be added manually. Read more in AssigneeRules‍.
  • Reports - Keep track of how you’re doing on the new Super Round Robin dashboard, with reports such as “SLAs Met: Average Time per Assignee”, or “Record Distribution per MatchGroup per Week”. Read more in Logs and Reports.
Improved
  • MatchGroups - Cloning a MatchGroup in order to create a similar one has been improved. MatchGroup features such as MatchRules and AssigneeRules are now cloned as well, meaning you only need to make minor adjustments to set up the new MatchGroup.
Classes Added

If you are not using the SRR permission sets, add the following classes to the applicable profiles:

  • CaseAssignmentQueueable
  • MatchGroupOperationalModeConfig
  • QueueableAssignment
  • srrAssigneeRepository
  • srrAssigneeService
  • SRRException
  • srrPlugin
  • srrPluginInterface
  • srrPluginModel
Other Items Added

If you are not using the SRR Admin and SRR Users permission sets, add the following objects to the applicable profiles:

  • AssigneeRuleField
  • AssigneeRules
  • AssigneeSettings
  • Assignee
Fixed
  • Capping - Assigning from a queue sometimes resulted in assignments that exceeded users' capacities.
  • Capping - When multiple MatchGroups shared a Capacity Model, users that were in two or more of these MatchGroups could get records assigned over their capacity.
  • MatchGroups - Custom MatchRule Logic that accidentally contained an extra space character could cause records not to be routed, even though they matched the MatchRules.
  • MatchGroups - To set Custom MatchRule Logic for a MatchGroup, there must be at least three MatchRules. If one matchrule is removed, the MatchRule Logic will automatically revert to “OR". Previously, this was not always reflected in the interface, which could cause confusion.

Winter '25 Maintenance, September 30, 2024

Release Winter '25 Maintenance release (11.18)
Release date September 23, 2024 (Sandbox) / September 30, 2024 (Production)
Improved
  • General - Next to email and SMS notifications, Assignees can now also receive mobile and desktop push notifications when they get a record assigned. Read more here‍.
Fields Added

If you are not using the SRR Admin and SRR Users permission sets, add the following fields to the applicable profiles:

Read and Write access required for fields

  • Assignee__c.Send_DesktopAssign_Notifications__c

  • Assignee__c.Send_MobileAssign_Notifications__c

Read access required for fields

  • MatchLog__c.DesktopAssignNotification_Sent__c

  • MatchLog__c.MobileAssignNotification_Sent__c 
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