Plauti Assign

Learn how Plauti Assign works, install it, configure permissions and admins, and create your first routing setup. Get an overview of key concepts and managing assignees, queues, capacity, and assignments.

Interactive videos covering Plauti Assign fundamentals, routing methods, assignment rules, match group cloning, and pausing assignments.

Configure Plauti Assign settings, processing, notifications, maintenance, licensing, supported objects, data handling, and reporting in Salesforce.

Configure basic routing in Plauti Assign with Match Groups, Match Rules, Assignees, availability, working hours, calendars, and field-based criteria.

Configure advanced assignment logic using MatchGroups, capacity models, skills, overflow, queues, custom matching, and specialized routing conditions for complex Salesforce processes.

Guidance on manually routing records in Plauti Assign, including changing owners, rejecting records, awarding bonus records, and managing assignment statuses.

Troubleshoot Plauti Assign routing and assignment issues, including scheduled jobs, SLAs, licensing, access rights, automation conflicts, permissions, and Salesforce configuration.

Release schedules, update delivery details, and upgrade guidance for Plauti Assign, including version changes, configuration updates, and required Salesforce permissions.

Legacy Plauti Assign documentation covering version-specific installation, upgrades, configuration changes, custom routing, and development guidance for SuperRoundRobin.