Getting Started

Plauti Assign can be installed onto any Salesforce system of Enterprise Edition and above. To install Plauti Assign: Go to the AppExchange and click Get It Now for installation in Production, or...

As a system administrator you can manage Plauti Assign from the start; create Match Groups, add Assignees, etc. If you want a non-admin, maybe a Sales Manager, to be able to do all these things,...

Welcome to Plauti Assign, the solution for automated record routing and assignment. Rather watch than read? Have a look at this video.

As Plauti Assign evolves and becomes more feature-rich, the fundamental concepts can get lost amongst all the setup guides and how-to documents. This article is only dedicated to conveying the most...

This guide assumes that a Salesforce Administrator has already set up Plauti Assign for your org, and focuses on how a Sales or Support Manager might use the app in day to day operations. Just type...

This Quick Setup Guide shows you the most basic steps needed to get going, and to get an idea of how Plauti Assign, or PA for short, works. After finishing this initial setup you can expand the...