Advanced Routing Configuration

Learn how to pause record assignments for individual Match Groups or company-wide, schedule start and end times, and resume assignments early when needed.

Configure Plauti Assign to reassign unread records after a set idle period by creating a Date/Time field and Process Builder workflow with criteria to trigger reassignment.

We always recommend making sure a Lead or Case is assigned to a human being and not a Salesforce Queue, because queues are where records languish and nobody takes ownership, leading to poor service.

Queueing records explains how Plauti Assign handles unavailable Assignees, uses a Queue User, retries assignments through polling jobs, and configures batch size and manual reassignment safely.

Learn how Overflow Logic moves records between prioritized MatchGroups, configures fallback assignment, and handles unavailable Assignees, queues, and NOMATCH outcomes.

Learn how MatchGroups use Priority and Overflow to evaluate records, handle unavailable assignees, and route records through backup groups or to a queue.

Learn how to automate multi-stage lead assignment, routing new leads to qualification teams and qualified leads to the right territory and specialist sales agents.

Configure existing-record matching to route Leads to matching Lead, Account, or Contact owners using Salesforce Duplicate and Matching Rules, Compact Layouts, and bulk-import limits.

Configure user skills and skill-based AssigneeRules to route records to qualified users, verify assignment results, and review each user's skills.

Configure Plauti Assign to distribute records to team members with the lightest workload using Load Balanced mode and a Capacity Model.

Distance mode routes records to the nearest available assignee using latitude and longitude, with guidance on prerequisites, maximum distance settings, configuration, and queue fallback behavior.

Configure an Apex Plugin for custom record matching and assignment, including match and assignment outcomes, then add the class and enable Plugin mode for a Match Group.

Configure Capacity Threshold and Distribution Ratio settings to cap leads and control allocation among assignees, including ratio calculations and Round Robin requirements.

Capacity Models let you define assignee load, set assignment thresholds, combine models, and configure MatchGroups to control routing when users reach capacity.

Learn how adjusting capacity during bulk transactions affects assignment accuracy, performance, and Salesforce governor limits, and when to enable or disable the setting.

Configure SuperRoundRobin to assign records to custom User lookup fields, find their API names, and route multiple role-based owners in a single transaction.

Configure SuperRoundRobin to route UK records by postcode area using a formula field, Field Wizard, and MatchRules that assign territories efficiently.

Use a formula field to expose Record Type names and configure SuperRoundRobin MatchRules to assign leads, cases, or other records to the right groups.

Configure Email-To-Case routing fields and SuperRoundRobin MatchRules to segment cases, assign them to specific agents, and prevent Case Assignment Rules from overwriting the owner.