Advanced Routing Configuration
Configure advanced assignment logic using MatchGroups, capacity models, skills, overflow, queues, custom matching, and specialized routing conditions for complex Salesforce processes.
Adjust Capacity during Bulk Transactions
Learn how adjusting capacity during bulk transactions affects assignment accuracy, performance, and Salesforce governor limits, and when to enable or disable the setting.
Pause Assignment
Learn how to pause record assignments for individual Match Groups or company-wide, schedule start and end times, and resume assignments early when needed.
MatchGroups: Priority and Overflow
Learn how MatchGroups use Priority and Overflow to evaluate records, handle unavailable assignees, and route records through backup groups or to a queue.
Overflow Records to the Next MatchGroup
Learn how Overflow Logic moves records between prioritized MatchGroups when assignees are unavailable, and configure fallback assignments, queue handling, and NOMATCH escalation.
Skill-based Routing
Configure user skills and skill-based AssigneeRules to route records to the best-equipped users, verify routing, and review each user’s assigned skills.
Operational Mode: Plugin
Configure an Apex Plugin for custom record matching and assignment, including match and assignment outcomes, then add the class and enable Plugin mode for a Match Group.
Operational Mode: Distance
Configure Super Round Robin’s Distance mode to assign records to the nearest available assignee using latitude and longitude, with optional distance limits and queue fallback.
More About QUEUED Records
Queueing records explains how Plauti Assign handles unavailable Assignees, uses a Queue User, retries assignments through polling jobs, and configures batch size and manual reassignment safely.
Capacity Models
Capacity Models let you define assignee load, set assignment thresholds, combine models, and configure MatchGroups to control routing when users reach capacity.
Distribution Ratio and Record Capping
Configure Capacity Threshold and Distribution Ratio settings to cap leads and control allocation among assignees, including ratio calculations and Round Robin requirements.
Operational Mode: Load Balanced
Learn how to configure Load Balanced mode in Plauti Assign with a Capacity Model to distribute records evenly based on defined criteria.
Assign to Custom User Lookup Field(s)
Configure SuperRoundRobin to assign records to custom User lookup fields, find their API names, and route multiple role-based owners in a single transaction.
Assign According to UK Postcode Areas
Configure SuperRoundRobin to route UK records by postcode area using a formula field, Field Wizard, and MatchRules that assign territories efficiently.
Advanced: Reassign Idle Records
Learn how to reassign unread leads or cases after a set idle period by creating a Date/Time field and configuring Process Builder, with guidance on limitations and testing.
Segmenting and Assigning Cases Created by Email-To-Case
Configure Email-To-Case routing fields and SuperRoundRobin MatchRules to segment cases, assign them to specific agents, and prevent Case Assignment Rules from overwriting the owner.
Segment Leads, Cases or any record by Record Type
Use a formula field to expose Record Type names and configure SuperRoundRobin MatchRules to assign leads, cases, or other records to the right groups.
Assign to a Queue if SuperRoundRobin doesn't assign the record
Configure Salesforce assignment rules to send records to a chosen queue when SuperRoundRobin returns NOMATCH, including an optional Web-to-Lead rule.
Match Existing Records
Configure existing-record matching for Leads or Accounts using MatchGroups, Salesforce Duplicate and Matching Rules, and compact layouts, so new records route to existing owners.
Advanced: Multi Stage Sales Processes
Learn how to configure SuperRoundRobin for multi-stage lead assignment, routing prospects to qualification teams first and specialist sales agents after territory and lead type are identified.