Automate the intelligent distribution of leads, cases, and tasks across your teams - with SLA-aware logic that adapts to workload, availability, and business rules inside Salesforce.
Manual assignment in Salesforce doesn't scale. Leads go cold. Cases get missed. Tasks pile up. When routing relies on people or outdated logic, service slips and revenue suffers.
It’s a Salesforce-native engine that automatically assigns any record - leads, cases, opportunities, tasks - to the right person at the right time, based on your business rules, team capacity, and SLA policies. Built for sales, service, and ops teams who need speed, control, and accountability.
100% Salesforce-native
No external middleware required
Compatible with Sales Cloud, Service Cloud, Experience Cloud
Fully AppExchange-listed and security reviewed
Define assignment logic based on any Salesforce field - like product, region, SLA, or workload - and route records instantly, 24/7, without manual triage.
Track time-based thresholds and reassign when risk of breach arises. Keep high-priority records moving and reduce escalations with proactive routing.
Whether you're supporting 10 reps or 1,000 agents, Q-assign ensures consistent distribution logic that adapts as your teams and territories grow.
View audit logs, adjust logic on the fly, and test routing simulations before deployment - all inside Salesforce, with zero code.
“Q-assign has eliminated the need for manual triage. We’ve built logic that assigns cases by skillset, urgency, and product line — and we can update it in real time. It’s been transformative.”
Anthony Johnson,
Director of Customer Support Operations, Sage Intacct
Automate the assignment, progression, and resolution of service workflows directly in Salesforce.
Distribute leads and opportunities intelligently across teams with SLA-aware assignment logic.
Assign internal tasks and reviews across departments using dynamic routing and capacity-based logic.
Book time with a Salesforce-aligned solution expert to see Q-assign in action.
Q-assign Data Sheet
Official Product Page
Q-assign on AppExchange
