Managing Lead and Case Routing at Scale in Salesforce
See how Plauti helps Salesforce teams manage large assignee pools, enforce SLA thresholds, and audit every routing decision, all without writing code.
- Salesforce
- Lead routing
Resources
Writing and customer stories on Salesforce and Dynamics 365 data quality — deduplication, validation, routing, and what breaks when data drifts.
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Salesforce Native Apps: What It Really Means, Why It Matters, and What You Risk Without It
Some AppExchange tools say they integrate with Salesforce, but that isn't the same as being native. This piece explains what native means and what to check before you buy.
- Salesforce
- Data quality
- Deduplication
Deduplicating 500,000+ Dynamics 365 Records at Scale
Dynamics 365's native duplicate detection caps at 5,000 records per job and can't fuzzy-match. Here's how enterprises clean and prevent duplicates across 500,000+ records and business units.
- Dynamics 365
- Deduplication
Plauti vs LeanData: Best Lead Routing for Salesforce (2026)
A feature-by-feature comparison of Plauti and LeanData for Salesforce lead routing, covering matching, capacity management, AI, implementation time, and pricing.
- Salesforce
- Lead routing
- Consulting
How to Route Leads by Territory and Keep Round Robin Fair
Five ways to route Salesforce leads by territory while keeping round robin fair, from a native MOD formula to a routing configuration that tracks rotation state on its own.
- Salesforce
- Lead routing
How to Find Duplicates Across Entities in Dynamics 365
A Lead can pass Dynamics 365's duplicate check even when a matching Contact already exists, because rules run per entity. How to build cross-entity rules, and where detection stops.
- Dynamics 365
- Deduplication
- Automation
EOS Partners invests in Plauti: same team, more power for data quality innovation
Plauti has taken on funding from EOS Partners, a European private equity firm. Leadership, contracts, and roadmap stay the same; EOS adds capital for faster product investment.
- Data quality
- Salesforce
- Dynamics 365
713 Hours Saved in 2 Weeks: How Robin Hood Foundation Cleaned a Decade of Duplicates
Robin Hood Foundation identified 2,600 duplicate contact pairs, merged 1,427 in two weeks, and now stops duplicates at the point of entry inside Salesforce Flow.
- Salesforce
- Deduplication
- Automation
Why Speed to Lead Matters and How to Improve It in Salesforce
A slow reply costs deals your team already won. See what speed to lead actually measures, why most Salesforce teams miss the first-minutes window, and how routing and clean data close the gap.
- Salesforce
- Lead routing
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