Version 11.20 of Super Round Robin introduces the new Plauti branding, and a new name: Plauti Assign. Have a look at the Release Notes and find out what's new!
To be able to use these new features, don't forget to follow the post-update instructions below.
First, install version 11.20 as explained below. Then follow the post-update instructions.
Install Version 11.20
Assuming you are an existing user of Super Round Robin...
- If you are not yet on Version 11.19 or up, first follow the post-upgrade instructions for each previous major upgrade. You can find these in Updating SRR.
- Go to the Super Round Robin AppExchange Page and click Get It Now
.
- Follow the AppExchange install instructions.
- When install has completed, continue with the post-upgrade instructions below.
Post-upgrade Instructions
- 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:
Plauti Assign (leadassist__plauti_assign)
if you currently have the Super Round Robin (leadassist__SRR) app assigned there.- Go to Salesforce Setup > Object Manager > Permission Sets or Profiles
- Open the Permission Set or Profile that should have Admin access to Plauti Assign (SRR)
- Go to Assigned Apps
- Check if you currently have the if you currently have the Super Round Robin (leadassist__SRR) app assigned there or set to Visible. If yes:
- Add the Plauti Assign (leadassist__plauti_assign) app or set it to Visible.