Plauti Assign for Salesforce
- What is Plauti Assign?
- Install Plauti Assign
- Important Concepts
- Quick Setup Guide
- Managing Plauti Assign - a Guide for Sales Managers
- Add more Admins
- Video - Introduction to Plauti Assign
- Video - Assignee Rules
- Video - Cloning Match Groups
- Video - Pause Assignments
- Video - Distance Routing
- Assign Setup Page
- App Settings
- Enable or disable Assign for default Objects
- Enable Assign for other standard or custom objects
- Jobs & Maintenance
- Add Use Plauti Assign field to page layout
- Add Use Plauti Assign action button to page layout
- Setup and Status tab
- Web to Lead Setup
- Web To Lead Testing
- Trigger Plauti Assign To Process Records On Update
- Setting default value for Use Plauti Assign
- Native Record Assignment Rules
- Migrating PA config between Orgs
- Licenses
- Billing and Subscription Management
- Send Notifications on Assignment
- Use Org Wide Email Address For Email Notifications
- Send SMS Message on Record Assignment
- Customizing the Email Alerts
- Set Up DKIM Keys In Salesforce To Improve Email Deliverability
- Update Specific Record Fields Upon Assignment
- Using the Service Level Agreement (SLA) Feature
- Set Batch Size of 'Process Queued Records' Job
- Reduce Async Processes
- Logs and Reports
- SLA Reporting - Example Reports
- Grant Login Access
- Custom Metadata Types for Plauti Assign
- Match Groups
- Match Rules
- Assignees
- Assignee Rules
- Field Types in Match Rules and Assignee Rules
- Route Leads Based on Day of Week
- Assign Within Business Hours Only
- Respect Users' Calendar Events
- Out of Office
- Pause Assignment
- Advanced: Reassign Idle Records
- Assign to a Queue if SuperRoundRobin doesn't assign the record
- More About QUEUED Records
- Overflow Records to the Next MatchGroup
- MatchGroups: Priority and Overflow
- Advanced: Multi Stage Sales Processes
- Match Existing Records
- Skill-based Routing
- Operational Mode: Load Balanced
- Operational Mode: Distance
- Operational Mode: Plugin
- Distribution Ratio and Record Capping
- Capacity Models
- Adjust Capacity during Bulk Transactions
- Assign to Custom User Lookup Field(s)
- Assign According to UK Postcode Areas
- Segment Leads, Cases or any record by Record Type
- Segmenting and Assigning Cases Created by Email-To-Case
- Using the Use Plauti Assign field
- Manually Changing Record Owner
- Award Bonus Records
- Rejecting Bad Leads, Cases or Other Records
- Troubleshooting
- Unlicensed Assignees / Users
- Queued records not assigned, SLAs not checked
- Insufficient access rights error with Partner Community Users
- Apex CPU Time Limit Exceeded Error - Explainer
- SRR cannot be accessed anymore
- SRR and Plauti Assign old and new names
- Cannot use apex actions in immediate path flow
- Plauti Assign General Release Information
- Release Notes Plauti Assign (SRR)
- Upgrading from Version 11.19 or earlier to the latest version
- Fundamental: Adding Fields to the MatchRules 'Field' Lookup
- Assign To Custom User Lookup Instead Of OwnerId
- Test Class for Custom Objects for Versions Older Than 10
- Advanced - Overflow Records To a Backup MatchGroup - Outdated
- Upgrading to Version 11 of SuperRoundRobin
- Upgrading to Version 10 of SuperRoundRobin
- Upgrading from pre-Version 9.20 to 9.20+
- Upgrading to Version 8 of SuperRoundRobin
- Upgrading to Version 7 of SuperRoundRobin
- Installing Version 6 of SuperRoundRobin
