Getting Started
Articles
Install Plauti Assign
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...
Add more Admins
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,...
What is Plauti Assign?
Welcome to Plauti Assign, the solution for automated record routing and assignment. Rather watch than read? Have a look at this video. Automate assignment of Leads, Cases, Opportunities and more...
Important Concepts
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...
Managing Plauti Assign - a Guide for Sales Managers
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...
Quick Setup Guide
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...