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Operational Mode: Distance

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Assign records based on location instead of in a round-robin fashion, with operational mode "Distance”. When latitude and longitude of records and assignees are filled in, a record will be assigned to the closest assignee available.

Distance v.1

Operational Mode ‘Distance’ is currently in its first iteration. This means that not all Plauti Assign features are available yet. Features such as Capacity Thresholds (Assignment Capping), Distribution Ratios, or Out of Office are currently not yet respected when assigning records with Distance as operational mode.

The distance between the location of a record and the location of a potential assignee is determined by their respective Latitude and Longitude geolocation fields.

  • For the records to be assigned, you can set in the Match Group settings which Latitude and Longitude fields on the record should be used.
  • For the assignees, the standard Latitude and Longitude fields of the user record are always used, even if other custom fields are in use for recording latitude and longitude.

For records to assign, such as Leads or Contacts, you can use Plauti Verify to add geolocation values if these are not yet filled in, and to validate existing geolocation values. The Geocode Mapping feature of Plauti Verify needs decimal geolocation fields, configured at at least six decimal places, to be able to fill and validate geolocation values.
For assignee (user) records, you can use an external tool such as Salesforce Inspector.

In the Match Group's 'Distance' settings you can set a maximum distance (in miles). If the record and all potential assignees are too far away from each other, or if the location fields are empty, the record will be assigned to the queue user instead.

Rather watch than read? Have a look at this video!

Prerequisites

  • Records to be assigned need to have Latitude and Longitude fields, with valid values filled in.
  • Assignees (Users) need to have the standard Latitude and Longitude fields of the user record filled in. If other custom fields are in use for recording latitude and longitude these values cannot be used.
  • Latitude and Longitude fields should have the decimal format.

Configure ‘Distance’ mode

To configure operational mode ‘Distance’:

  1. In Plauti Assign, go to Assign Setup > Match Groups.

  2. Open or create the Match Group where you want to route records based on distance.

  3. Go to its Settings subtab and click Edit.

  4. In the Routing Settings section, at ‘Operational Mode’, select Distance.

  5. Below, at Latitude Field and Longitude Field, select the Object's latitude and longitude fields that you want to use for determining the distance to the assignees.

  6. Enter a Maximum Distance in miles (optional).
    If a maximum distance is set, assignees that are located further away will not be assigned, even though they are available.

  7. Click Save.

  8. Make sure all assignees at the 'Assignees' subtab have their geolocation entered in the standard Latitude and Longitude fields.

  9. Configure the other settings in the Match Group. Once ready, activate the Match Group.

Records that match the Match Group will now be assigned to an available assignee with the least amount of distance between the assignee's latitude and longitude, and the record's latitude and longitude. If there are no assignees available, or the record does not have a geolocation recorded in the fields set in the Match Group's Routing Settings, the record is assigned to the Queue User as usual.