General Configuration

• Enable or disable Assign for default Objects
• Enable Assign for other standard or custom objects
• Add Use Plauti Assign field to page layout
• Add Use Plauti Assign action button to page layout
• Jobs & Maintenance
• Setup and Status tab
• Fundamental: Web to Lead Setup
• Web To Lead Testing
• Trigger Plauti Assign To Process Records On Update
• Fundamental: Set Custom Metadata for Plauti Assign
• Setting default value for Use Plauti Assign
• Native Record Assignment Rules
• Migrating PA config between Orgs
• License Requirements
• Billing and Subscription Management
• Send notifications on assignment
• Use Org Wide Email Address For Email Notifications
• Send SMS Message on Record Assignment
• Customizing the Email Alerts
• Set Up DKIM Keys In Salesforce To Improve Email Deliverability
• Update Specific Record Fields Upon Assignment
• Using the Service Level Agreement (SLA) Feature
• Set Batch Size of 'Process Queued Records' Job
• Reduce Async Processes
• Logs and Reports
• SLA Reporting - Example Reports
• Grant Login Access