Basic Routing Configuration
Configure basic routing in Plauti Assign with Match Groups, Match Rules, Assignees, availability, working hours, calendars, and field-based criteria.
Assignee Summary
Manage Assignees by Match Group or User, review status, availability, and Working Hours, then filter, activate, deactivate, or bulk-edit schedules from one centralized view.
Assignee Rules
Configure Assignee Rules to select users dynamically by user, group, or skill criteria, combine rules with AND/OR logic, apply settings, and synchronize assignments automatically.
Assignees
Assignees explains how to add and configure users in Match Groups, control capacity and availability, set notifications, and manage routing preferences.
Match Groups
Match Groups route records to users based on rules and operational modes; learn to create, configure, prioritize, activate, and manage assignees, capacity, SLAs, overflow, and logs.
Out of Office
Configure Salesforce Chatter and Plauti Assign to exclude users marked Out of Office from assignments, including setup, dates, dynamic assignees, and status timing.
Respect Users' Calendar Events
Configure Plauti Assign to respect users’ busy or out-of-office calendar events, preventing new records from being assigned during meetings, calls, or planned absences.
Assign Within Business Hours Only
Configure Assignee working-hour schedules, switch or bulk-edit them by User or Match Group, and understand timezone handling, Out of Office differences, and unavailable-assignee behavior.
Field Types in Match Rules and Assignee Rules
Learn how Salesforce field types work in Match Rules and Assignee Rules, including operators, empty values, formulas, picklists, geolocation, and Country/State field considerations.
Route Leads Based on Day of Week
Learn how to route Salesforce leads to weekend or weekday sales reps by creating a day-of-week formula field and configuring Plauti Assign match groups and rules.
Match Rules
Learn how to create and configure Match Rules, evaluate record and parent fields, use operators and values, and combine rules with AND, OR, or custom logic to distribute records.