General Configuration

Explore the Assign Setup page to access license information and configure Match Groups, Capacity Models, SLAs, User Skills, app settings, maintenance tools, and assignment controls.

Configure App Settings in Plauti Assign for notifications, plugins, queued-record processing, telemetry, error alerts, email addresses, and asynchronous processes.

Configure Plauti Assign for default objects by enabling or disabling processing, applying changes, and updating page layouts to match.

Configure Plauti Assign for standard or custom Salesforce objects by adding required fields, Apex triggers, and tests, then deploy the changes through a Change Set.

Manage Plauti Assign background jobs and maintenance tasks, including creating or deleting jobs, clearing queueable jobs and cache, and purging older Match Logs.

Learn how the Use Plauti Assign field controls record processing and status, and how to add it to Salesforce page layouts and configure defaults by object or record type.

Learn how to create a Salesforce action button that sets the Use Plauti Assign field to FALSE, REJECTED, or TRUE, and add it to an object’s page layout.

The Setup and Status tab shows your version, license usage, and setup status, helping you identify warnings and troubleshoot configuration issues.

Configure a Salesforce Lead Assignment Rule to prevent Web-to-Lead from overriding Plauti Assign and ensure incoming leads retain their assigned owners.

Set up Web-to-Lead and use Postman to submit test leads to Salesforce, verify Plauti Assign processing, and troubleshoot lead routing without building a website form.

Learn to use a Salesforce Before Save Flow to trigger Plauti Assign when update conditions are met, such as a Status change, and set Use Plauti Assign to TRUE for processing.

Learn how to change the default Use Plauti Assign value with or without Record Types and control which records Plauti Assign processes.

Learn how native Lead and Case Assignment Rules interact with Plauti Assign, prevent conflicts and unwanted reassignment, and route unmatched records to queues.

Learn which Salesforce users require a Plauti Assign seat, which do not, and where to check license usage, assigned licenses, and unlicensed assignees.

Find information about available subscriptions and pricing, and learn how to contact Plauti Support with questions about billing or your subscription.

Configure automatic email, SMS, mobile, and desktop notifications for record assignments, including prerequisites, message setup, per-Assignee settings, and troubleshooting in Plauti Assign.

Configure a Salesforce Org-Wide Email Address in Plauti Assign to control notification senders, including creating, verifying, locating the address ID, and saving it in settings.

Configure SMS alerts for assigned records by connecting an email-to-SMS provider, adding user addresses in Salesforce, and enabling notifications for selected Plauti Assign Match Groups.

Learn to customize Plauti Assign email alerts by editing or creating Salesforce templates, assigning overrides to Match Groups, setting CC addresses, and purging the platform cache.

Learn how to configure and activate DKIM keys in Salesforce, publish the required CNAME records in DNS, and improve email authentication and deliverability.

Learn how to configure Plauti Assign Match Groups to update one or more record fields with specified values automatically when records are successfully matched and assigned.

Configure Service Level Agreements in Plauti Assign to track timely record updates, trigger reassignment when deadlines are missed, link SLAs to Match Groups, and review results.

Learn how queued-record batch size controls scheduled assignment jobs per object and how to adjust it in Settings for workload volumes or platform limits.

Learn how to switch off asynchronous processes in Plauti Assign to reduce usage when nearing the 24-hour limit.

Match Logs capture assignment outcomes, users, SLAs, and notes; learn where to find them and use Plauti Assign dashboards, Metrics reports, and custom reporting options.

Learn how to use Match Log SLA records to build Salesforce reports for average time to meet SLAs and met or missed outcomes, then add them to dashboards for performance analysis.

Learn how to grant Plauti support temporary Salesforce access without sharing credentials, choose an access duration, and revoke access when support is complete.

Learn what Plauti Assign custom metadata types control, including batch size, objects, notifications, plugins, and processing options, and where to manage these settings in Assign Setup.

Learn when Plauti Assign processes data outside Salesforce or MS Dynamics, what telemetry is shared, and how external processing remains temporary, secure, and anonymized.