Tweak your Plauti Assign setup with optional settings. A number of settings for tailoring Plauti Assign to your specific needs are located here.
Accessing the App Settings
To configure the App Settings:
- In the App Launcher, find and open Plauti Assign.
- In the Navigation bar, click the Assign Setup tab.
- At left, at ‘App Setup’, click Settings.
- At right, click Configure to edit the settings.
- Don't forget to click Save after making changes!
The App Settings
Advanced Telemetry
Also known as ‘Plauti Analytics’. This setting is used to help Plauti improve its products & services by sharing anonymized analytics. The analytics are fully anonymized and cannot be traced back to you. No user or record data is retrieved.
Plugin Class name
Used for operational mode ‘Plugin’. For that operational mode you can create an Apex Class that contains your own matching and assigning logic. Enter the name of that class in this field.
Read more in Operational Mode: Plugin.
Desktop Notification API Name
To send Salesforce in-app and push notifications for desktop, you need to create a custom notification. Then, enter the API name of that custom notification here. Read more in Send notifications on assignment.
Mobile Notification API Name
To send Salesforce in-app and push notifications for mobile, you need to create a custom notification. Then, enter the API name of that custom notification here. Read more in Send notifications on assignment.
Error Email Notification Address
Set an email address where error notifications should be sent to.
Sort Order for Queued Records
Decide how queued records should be ordered for processing, based on the CreatedDate. Enter ASC for ‘Ascending’, or DESC for ‘Descending’.
Org Wide Email Address ID
You can set an organization-wide email address as the sender of email notifications sent from Plauti Assign. Enter the Salesforce ID of such an email address here.
Read more in Use Org Wide Email Address For Email Notifications.
Turn Off Async Processes
If you are getting close to your 24-hour Asynchronous Processes Limit, you can turn some processes off by toggling this setting to Active.
Batch Size
Set the batch size for attempting to assign Queued records. The batch size is the number of queued records that will be processed within a single transaction.
Plauti Assign attempts to assign queued records using scheduled jobs. You can change the batch size for the number of records queried per ObjectType, per Job. If you set this to 20, then this will be the batch size per ObjectType per Job Run. So if you have Match Groups for Leads and Opportunities, it will select the top 20 queued Leads and the top 20 queued Opportunities in a single scheduled job run.
Whether these are the 20 oldest or newest records depends on your setting for ‘Sort Order for Queued Records’ above.
Read more in Set Batch Size of 'Process Queued Records' Job.
