Enable Plauti Assign per Object

Plauti Assign installs by default with support for the Lead, Account, Opportunity and Case objects. You can set at the object level whether you want Plauti Assign to process records for these objects. (Record level control is done with the Use_Round_Robin__c selector). This guide explains how you switch on and off processing for the four main standard objects.

• Go to Setup > type Custom Metadata into the Quick Find box.
• Click on Custom Metadata Types in the navigation menu
• You will see a Custom Metadata type called Plauti Assign Object (API name: leadassist__SRR_Object__mdt)

• Click on 'Manage Records'
• For each Plauti Assign Object, click Edit and select whether you want Plauti Assign to process this object by checking or unchecking the 'Trigger Active' checkbox.

When you have gone through each of the four objects you can proceed with setup of SuperRoundRobin. If in future you decide to automate Case assignment, for example, remember to come back here to activate the trigger. If you leave the checkboxes ticked but you don't use SuperRoundRobin on those objects, nothing sinister will happen, but it will consume a few more milliseconds of CPU if you leave them active unecessarily.

Set batch size for assigning Queued records

Plauti Assign attempts to assign QUEUED records using scheduled jobs. Change the batch size for the number of records queried here. If you set this to 20, then this will be the batch size per ObjectType per Job Run. So if you have MatchGroups for Leads and Opportunities, it will select the top 20 oldest QUEUED Leads and the top 20 oldest QUEUED Opps in a single scheduled job run (which by default runs every 10 minutes).

• Go to Setup > type Custom Metadata into the Quick Find box.
• Click on Custom Metadata Types in the navigation menu
• You will see a Custom Metadata type called Plauti Assign Queue Processor Batch Size (API name: leadassist__SRR_Queue_Processor_Batch_Size__mdt)
• Click on 'Manage Records'
• At the Batch Size record, click ‘Edit’ 
• At the Batch Size field, set your batch size. 
• Click Save.

Set Optional Parameters

In the Optional Parameters, you can tweak your Plauti Assign setup.

• Go to Setup > type Custom Metadata into the Quick Find box.
• Click on Custom Metadata Types in the navigation menu
• You will see a Custom Metadata type called Plauti Assign Optional Parameter (API name: leadassist__SRR_Options__mdt)
• Click on 'Manage Records'
• At the setting record you want to adjust, click ‘Edit’ 
• Make your changes and click Save.

One of the options you see here is ‘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.