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On the recordRead 9 Oct 202615 facts
Q-assign
Richmond, London, United Kingdom
Plans and prices
Q-assign
Priced on request
No published numeric price
Read 9 Oct 2026 · ortooapps.com
On the record
- Access controls
- Access to Q-assign uses Salesforce profiles and permission sets, with built-in User, Manager, and Administrator permission sets.qassignhelp.ortooapps.com · read 9 Oct 2026
- Company history
- Ortoo says it has been a Salesforce workflow specialist since 2012 and that Q-assign has been on the Salesforce AppExchange since 2010.ortooapps.com · read 9 Oct 2026
- Configuration
- Assignment rules can be configured point and click without code, and the maker says there is no limit on the number of attributes.ortooapps.com · read 9 Oct 2026
- Integrations
- Q-assign runs alongside Salesforce Flow, Omni-Channel, Agentforce, Apex, and existing integrations, and can notify owners through Slack or Microsoft Teams.ortooapps.com · read 9 Oct 2026
- Optional AI
- Optional AI actions include classification, sentiment analysis, lead scoring, enrichment, spam detection, and case deflection, using the customer’s own LLM key.ortooapps.com · read 9 Oct 2026
- Purpose
- Q-assign routes Salesforce leads, cases, work orders, and other records to owners based on capacity, skills, and availability.ortooapps.com · read 9 Oct 2026
- Record coverage
- It can route standard and custom Salesforce objects, including leads, cases, opportunities, work orders, tasks, and events.ortooapps.com · read 9 Oct 2026
- Routing models
- It supports skills and attribute matching, workload and capacity routing, availability and schedule routing, weighted round robin, priority queues, and fallback routing.ortooapps.com · read 9 Oct 2026
- Security architecture
- Q-assign is a Salesforce managed package whose code and data structures reside in the Salesforce instance, and the maker says it does not access external networks or data.qassignhelp.ortooapps.com · read 9 Oct 2026
- SLA handling
- It tracks SLA targets and supports automated escalation and reassignment based on inactivity, stage changes, capacity shifts, or SLA risk.ortooapps.com · read 9 Oct 2026
- Support
- Ortoo says its support team includes the people who build and implement the product, and provides Q-assign setup guides, configuration examples, troubleshooting, and release notes.ortooapps.com · read 9 Oct 2026
- Target users
- The maker describes Q-assign for Salesforce operations teams managing routing across leads, cases, and other records, including high-volume workflows.ortooapps.com · read 9 Oct 2026
- Trial and evaluation
- The maker says teams can build and test a routing model in a Salesforce sandbox at no charge before production.ortooapps.com · read 9 Oct 2026
