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%
Universal Data Grid
The Universal Data Grid (UDG) is an enterprise-grade, highly customizable grid component that works across Lightning Record Pages, App Pages, Home Pages, Flow Screens, and Experience Cloud sites, transforming your Salesforce data experience. Key Benefits: • Accelerated Productivity - Inline editing, bulk operations, and intelligent filtering eliminate time-consuming navigation • Enhanced Adoption - Intuitive Excel-like interface with column freezing and customizable views requires minimal training • Reduced Development Costs - One component replaces dozens of custom solutions, accelerating deployment Core Features: • Query any Salesforce object with relationship support and dynamic filtering • Mass inline editing with Field-Level Security enforcement and partial success handling • Bulk operations: delete, Flow actions, and row-level actions (view, edit, delete, change owner) • User-configurable field display with saved views and object switching • One component enhances ALL related lists automatically • Advanced UX: column reordering, row numbering, column freezing, multi-column sorting • Enterprise security: FLS/OLS enforcement, sharing rules, SOQL injection protection
Top keywords
- column3×2.03%
- component3×2.03%
- pages3×2.03%
- actions2×1.35%
- bulk2×1.35%
- bulk operations2×1.35%
- column freezing2×1.35%
- customizable2×1.35%
