Basic Routing Configuration
Articles
Assignee Summary
The Assignee Summary tab is your go-to hub for efficiently managing assignees, grouped by MatchGroup and Users. It provides a centralized view of all your Assignees and their key configurations,...
Assignee Rules
Assignees are the users in a Match Group that each get a record assigned in turn. Assignees can be added to the Match Group manually, but also dynamically with an Assignee Rule. Rather watch than...
Assignees
Assignees are the users that each get a record assigned in turn. Assignees are grouped in Match Groups that determine which records they each get assigned. Add Assignees to a Match Group manually,...
Match Groups
A Match Group defines which records are assigned to which users. Records that match the Match Rules are assigned according to the selected Operational Mode (e.g. Round Robin or Load Balanced), to...
Out of Office
It would be very wasteful for fresh leads to be assigned to the rep that has just gone away for a week's vacation! One time setup of Out of Office Plauti Assign leverages the Out of Office setting...
Respect Users' Calendar Events
In high performing sales and support teams where it is imperative to respond to a new lead or case immediately, you don't want to assign new incoming records if the assignee is in the middle of a...
Assign Within Business Hours Only
Plauti Assign lets you specify an Assignee's working hours, and will then only assign during those hours. Quickly switch between schedules if Assignees can have different working hours throughout...
Field Types in Match Rules and Assignee Rules
This guide tabulates all the Salesforce field types, and how you can use them in Match Rules and AssigneeRules. Note: The keyword, including the angle brackets, can be used with any field type...
Route Leads Based on Day of Week
A customer had a scenario where they employ sales reps that only work Saturday/Sunday. They also had a team of full time reps that work weekdays. This article describes how you can route Salesforce...
Match Rules
Match Rules are what governs whether a record gets distributed to the Assignees in that Match Group. A few concepts: A Match Group with no Match Rules will receive all the records (unless it is...