Getting Started
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.
What is Plauti Assign?
Plauti Assign automates Salesforce record routing with rules-based distribution, capacity limits, schedules, SLAs, and multi-user assignment, helping teams manage workload and performance.
Install Plauti Assign
Install Plauti Assign from AppExchange in a Salesforce Production org or Sandbox, choose user access, and complete the initial setup to start using the app.
Important Concepts
Learn how Plauti Assign processes Salesforce records, uses Match Groups and rules to assign owners, handles queued or unmatched records, and supports troubleshooting and automation.
Quick Setup Guide
Set up Plauti Assign to route Lead records with round-robin assignment, including permissions, objects, Match Groups, assignees, testing, and queue processing.
Managing Plauti Assign - a Guide for Sales Managers
Sales managers learn to use Plauti Assign to configure match groups, route records, manage assignees, and monitor capacity, SLAs, logs, settings, skills, and assignment performance.
Add more Admins
Grant additional users Plauti Assign Admin permissions in Salesforce, assign licenses where required, and understand licensing for assignees and process users.