General Configuration
Articles
App Settings
Tweak your Plauti Assign setup with optional settings. A number of settings for tailoring Plauti Assign to your specific needs are located here. To configure the App Settings: In the App Launcher,...
Assign Setup Page
This article explains the different settings on the Assign Setup page. To quickly get started with setting up Plauti Assign, see the Quick Setup Guide. On the Assign Setup tab you'll find all...
Jobs & Maintenance
The place for managing Plauti Assign maintenance tasks. You won't need to come here often, but every once in a while you might need to perform some maintenance actions here. To manage Jobs and...
Send Notifications on Assignment
Let your users know that a record was assigned to them by sending an automatic notification. Send notifications via E-mail, SMS message, and in-app or push Mobile or Desktop message. Note that...
Add Use Plauti Assign action button to page layout
Plauti Assign's “Use Plauti Assign” field is always present behind the scenes for all Objects that are set to be processed by Plauti Assign. This article explains more about adding an action button...
Add Use Plauti Assign field to page layout
Plauti Assign's “Use Plauti Assign” field is always present behind the scenes for all Objects that are set to be processed by PA. This article explains more about adding the field to a record's...
Enable or disable Assign for default Objects
By default, Plauti Assign is enabled for the Lead, Account, Contact, Opportunity, Task, and Case objects. If you're not using PA for some of these Objects, toggle them off so you don't use more of...
Migrating PA config between Orgs
Many companies use change processes that involve making changes on Sandbox or Dev orgs for testing and QA, before pushing the changes to production. However, as Plauti Assign config is held in...
Reduce Async Processes
If you are getting close to your 24hr Asynchronous Processes Limit, you can switch some processes off. In Plauti Assign, go to Assign Setup > Settings At right, click Configure Toggle Turn Off...
SLA Reporting - Example Reports
The records that hold SLA information are regular Salesforce records, which means we can produce reports using standard Salesforce Reports and Dashboards. Create the reports you need and combine...
Use Org Wide Email Address For Email Notifications
By default Plauti Assign will use the running user to send the email notifications. Often this is an 'automation user' account, but sometimes you may have regular user accounts triggering Plauti...
Set Batch Size of 'Process Queued Records' Job
When Plauti Assign cannot assign a record due to all Assignees being unavailable, the record is temporarily 'parked' with the Queue User that is defined on the Match Group page. Plauti Assign then...
Set Up DKIM Keys In Salesforce To Improve Email Deliverability
If you send emails out of your Salesforce org and you don't have DKIM keys configured, there is a good chance your emails might be getting binned at the other end (and you won't know about it)....
Billing and Subscription Management
For information about the different subscriptions, we'd like to refer you to our Pricing website. If you have any questions regarding billing or your subscription, just contact us via...
Customizing the Email Alerts
From Version 7 of Plauti Assign you can edit the email templates that are used for the assignment notifications, and override which template is used at the Match Group level. You can also specify a...
Send SMS Message on Record Assignment
This feature requires you to have an account with TextMagic or a comparable SMS provider. TextMagic provides pay-as-you-go for SMS messages, with a free trial so you can test it out. Plauti Assign...
Grant Login Access
Sometimes to see what is going on, it's easier if we can get onto your org to have a look. Salesforce provides a means of allowing support representatives from Salesforce and Partners to gain...
Setup and Status tab
The Setup and Status tab shows you at a glance what version you are on, how many licenses you have used and the status of the key setup steps. If something isn't working, come back here to see if...
Logs and Reports
Every record that is processed by Plauti Assign will result in a Match Log record. Helpful for reporting, checking the behavior of the Match Rules and occasional sanity checking! Find all Match...
Using the Service Level Agreement (SLA) Feature
For time sensitive leads, cases and other records it is often expected that certain actions are performed in a timely manner. This can be enforced through the configuration of Service Level...
Update Specific Record Fields Upon Assignment
This feature enables you to update a certain field or set of fields with specific values upon successful assignment by Plauti Assign. It is set at the Match Group level. In this example we will...
Trigger Plauti Assign To Process Records On Update
A common use case is that you want to assign a record at some specific point after a record has been created, such as when the Status of a record is changed to a certain value. Here we go through...
Native Record Assignment Rules
Established Orgs often have Lead or Case Assignment Rules already set up. The Lead and Case object can each have one Assignment Rule active at a time. Whilst Plauti Assign works well alongside Lead...
Enable Assign for other standard or custom objects
Plauti Assign out of the box supports the Lead, Account, Contact, Opportunity, Case, and Task objects. However, with a little extra setup we can apply the same automatic assignment capabilities to...
Web To Lead Testing
Here we're going to set up Web to Lead, and test it using a free tool called Postman (warning - this is a bit technical!) Postman is an easy to use tool for (amongst other things) testing forms We...
Licenses
Plauti Assign is sold on a licensed seats basis. Read more about the different subscriptions on the Pricing page, or contact us at Plauti.com/Contact if you have any questions about billing or your...
Custom Metadata Types for Plauti Assign
In the Salesforce Setup, in Custom Metadata Types, you'll find three Types for Plauti Assign. Below it is explained in short what these settings are for. Please change these settings in Plauti...
Setting default value for Use Plauti Assign
Records are processed by Plauti Assign or not, based on their value of the Use Plauti Assign field. Upon installation, the default value for this field on Leads is TRUE, and on other Objects FALSE....
Web to Lead Setup
Web to Lead is one of the most common lead entry mechanisms. If you use Web to Lead, there is a critical piece of setup so that Plauti Assign can assign leads Create a Lead Assignment rule to...