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%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×1.21%
- consultancy2×1.21%
- custom user2×1.21%
- custom user fields2×1.21%
- even2×1.21%
eMabler Salesforce Connector
Simplify your EV charging management with the eMabler Connector for Salesforce. This solution seamlessly connects Salesforce with the eMabler API, enabling smooth workflows for managing Sites, Chargers, Drivers, and Permissions. Perfect for businesses, housing associations, and organizations focused on sustainability and efficiency. Key Features • Real-Time Synchronization: Keep driver permissions, Sites, and Chargers up-to-date automatically between Salesforce and eMabler. • Driver Permission Manager: Easily manage access to charging points with a user-friendly Lightning Web Component in Salesforce. • Automated Processes: Create, update, and manage your EV charging infrastructure effortlessly with built-in automation. • Customizable to Your Needs: Adapt the connector to fit your unique business workflows and processes. • Secure by Design: Built with Salesforce best practices, ensuring compliance and data protection.
Top keywords
- salesforce5×4.27%
- charging3×2.56%
- emabler3×2.56%
- chargers2×1.71%
- connector2×1.71%
- driver2×1.71%
- ev2×1.71%
- ev charging2×1.71%
- permissions2×1.71%
