Name: Pixel&Code
Price range: $

What you can manage with round robin record assignment?

Leads

Round robin lead assignment Salesforce, including weighted round robin for SDRs and AEs.

Cases

Round robin case routing to the right service team by product, priority, language, or more.

Any record

Opportunities, custom objects, or queues, round robin assignment Salesforce-wide.

Why you should choose Plauti Assign?

Extreme Flexibility

Build assignment logic using any combination of record fields (source, product, geo, language, tier, time zone, and more).

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Reassign on missed SLA

Auto-reassign or escalate when SLAs are breached so every record gets atimely follow-up.

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Even or weighted round robin

Build assignment logic using any combination of record fields (source, product, geo, language, tier, time zone, and more).

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Team performance dashboard

Get immediate visibility into what matters most, and spot bottlenecks, resolve workload issues, and drive revenue faster.

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Trusted by top global brands

Enterprise-grade security and scalability

How it works?

Build match groups.
Set your rules with any record fields.
Choose even or weighted round robin.
Respect availability and capacity.
Respond fast, recover faster.
Pre-built dashboards eliminate manual reporting and make it simple for teams to act on actionable data

Test drive on Appexchange

What are the benefits across teams:

Sales
- Faster speed-to-lead with round robin lead routing
- Fair distribution reduces cherry-picking and burnout
- Weighted round robin to ramp new reps and respect quota capacity
Support
- Round robin case assignment Salesforce routing by priority, product, or language
- SLA-based reassignment prevents backlog and improves CSAT
Admins
- Extreme flexibility without code
- Salesforce-native reliability and compliance
- You retain full ownership and control over your data at all times
RevOps
- Flexible routing that works for your goals.
- Visibility into who gets what and why.
- Track team efficiency

“My business development and sales teams were tracking leads with spreadsheets and having the managers divvy them out. I had spent hours researching how to do this myself and it required several custom fields and was not scalable or easy to manage. I then looked to the AppExchange and found Plauti Assign. It did everything that I needed and more. Plauti Assign made me a celebrity!

Kerry Hoisington Senior Salesforce Administrator at NetDocuments

FAQ

Do you support weighted round robin?
Yes. Assign weights per user or team to reflect capacity, skills, or ramping.
What happens if a rep is out or overloaded?
Availability, business hours, OOO, and capacity caps ensure records go to reps who can act now.
Can I reassign on missed SLA?
Yes. Define SLAs per record type or priority and auto reassign or escalate if they’re breached.

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We'll use this time to evaluate your current processes, understand your interests and needs, and discuss how Plauti helps you to improve your data.

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Salesforce-native round robin with Plauti Assign