Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
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- time3×1.82%
- advanced2×1.21%
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- capacity2×1.21%
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- custom user2×1.21%
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- even2×1.21%
Visual Engagement for Agentforce
The Apizee Agentforce app brings the power of real-time video engagement directly into your Salesforce workflows. Whether qualifying leads, preparing quotes, assisting customers, or resolving support issues, your agents can now instantly initiate a secure video call when complexity arises — without leaving the Salesforce interface. Designed for sales and service teams, Apizee transforms digital conversations into high-trust, high-impact interactions. Reduce friction, humanize remote interactions, and unlock faster outcomes through seamless video escalation — natively integrated into your Agentforce processes.
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- video3×3.85%
- agentforce2×2.56%
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- salesforce2×2.56%
