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General Configuration | Super Round Robin for Salesforce

  • Duplicate Check
    How-To's Usage Guide Videos Installation Guide Setup guide Development guide Flow Actions DC Local Plauti Cloud Release Notes Troubleshooting
  • Super Round Robin
    Getting Started General Configuration Basic Routing Configuration Advanced Routing Configuration Manual Routing Troubleshooting Updating SRR Information for older versions
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    Installing DAP Configuring DAP Using Actions The DAP Actions The Action Grid Videos Release Notes Troubleshooting
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    Welcome to Duplicate Check for Dynamics 365 Installing Duplicate Check Configuring Duplicate Check Preventing Duplicate Records Finding Duplicate Records Processing Duplicate Records Plauti Cloud DC Local Videos Troubleshooting Release Notes
  • Record Validation
    How-To's Usage Guide Installation Guide Setup Guide Development Guide Flow Actions Release Notes Troubleshooting
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    Using Plauti Cloud Release Notes Troubleshooting
  • Plauti Data Management
    Getting started with PDM Release Notes Plauti Data Orchestration

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  • Super Round Robin for Salesforce
  • General Configuration

General Configuration

  • Enable or disable SRR for default objects
  • Enable SRR for other standard or custom objects
  • Add Use Round Robin field to page layout
  • Add Use Round Robin action button to page layout
  • Setup and Status tab
  • Fundamental: Web to Lead Setup
  • Web To Lead Testing
  • Trigger SuperRoundRobin To Process Records On Update
  • Fundamental: Set Custom Metadata for SuperRoundRobin
  • Setting default value for Use Round Robin
  • Native Lead Assignment Rules
  • Migrating SRR 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 Lead 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

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