Q-assign

Spec sheet

Purpose

Q-assign routes Salesforce leads, cases, work orders, and other records to owners based on capacity, skills, and availability.Read 9 Oct 2026 · ortooapps.com

Integrations

Q-assign runs alongside Salesforce Flow, Omni-Channel, Agentforce, Apex, and existing integrations, and can notify owners through Slack or Microsoft Teams.Read 9 Oct 2026 · ortooapps.com

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.Read 9 Oct 2026 · ortooapps.com

Headquarters

Richmond, London, United KingdomRead 28 Sep 2026 · ortooapps.com

Founded

2012Read 28 Sep 2026 · ortooapps.com

Access controls

Access to Q-assign uses Salesforce profiles and permission sets, with built-in User, Manager, and Administrator permission sets.Read 9 Oct 2026 · qassignhelp.ortooapps.com

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.Read 9 Oct 2026 · ortooapps.com

Configuration

Assignment rules can be configured point and click without code, and the maker says there is no limit on the number of attributes.Read 9 Oct 2026 · ortooapps.com

Optional AI

Optional AI actions include classification, sentiment analysis, lead scoring, enrichment, spam detection, and case deflection, using the customer’s own LLM key.Read 9 Oct 2026 · ortooapps.com

Record coverage

It can route standard and custom Salesforce objects, including leads, cases, opportunities, work orders, tasks, and events.Read 9 Oct 2026 · ortooapps.com

Routing models

It supports skills and attribute matching, workload and capacity routing, availability and schedule routing, weighted round robin, priority queues, and fallback routing.Read 9 Oct 2026 · ortooapps.com

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.Read 9 Oct 2026 · qassignhelp.ortooapps.com

SLA handling

It tracks SLA targets and supports automated escalation and reassignment based on inactivity, stage changes, capacity shifts, or SLA risk.Read 9 Oct 2026 · ortooapps.com

Target users

The maker describes Q-assign for Salesforce operations teams managing routing across leads, cases, and other records, including high-volume workflows.Read 9 Oct 2026 · ortooapps.com

Trial and evaluation

The maker says teams can build and test a routing model in a Salesforce sandbox at no charge before production.Read 9 Oct 2026 · ortooapps.com

Plans and prices

Every Q-assign plan and price →

Where Specifiction places it

• Lead Routing Software#33 of 366.7