Q-assign

What Q-assign is

Q-assign is Ortoo’s web-based Salesforce routing tool for assigning leads, cases, work orders, and other records to owners. It matches work to people using skills, attributes, workload, capacity, availability, and schedules. Teams can also use weighted round robin, priority queues, fallback routing, and territory routing to shape assignments. The product handles standard and custom Salesforce objects, including opportunities, tasks, and events, and supports lead qualification and workflow automation. Assignment rules are configured point and click without code, with no limit on the number of attributes, according to the maker. Q-assign tracks SLA targets and can escalate or reassign records when inactivity, stage changes, capacity shifts, or SLA risk call for action. It works alongside Salesforce Flow, Omni-Channel, Agentforce, Apex, and existing integrations; it can also notify owners through Slack or Microsoft Teams. Optional AI actions include classification, sentiment analysis, lead scoring, enrichment, spam detection, and case deflection, using the customer’s own LLM key. Q-assign is a Salesforce managed package: its code and data structures reside in the Salesforce instance, and Ortoo says it does not access external networks or data. Teams can build and test a routing model in a Salesforce sandbox at no charge before production. Ortoo has worked as a Salesforce workflow specialist since 2012; Q-assign has been on the Salesforce AppExchange since 2010. Pricing is by work item handled, with a quote based on workflow and volume.

Who it suits

Q-assign suits Salesforce operations teams that need to route leads, cases, and other records, including in high-volume workflows. It is a fit for teams that want point-and-click assignment rules, SLA handling, or optional AI actions using their own LLM key.

Limits

The no-charge sandbox evaluation is for building and testing a routing model before production. Production pricing is based on work items handled and quoted according to workflow and volume.

Getting started

1. Open the Q-assign website.
2. Build and test a routing model in a Salesforce sandbox at no charge.
3. Configure assignment rules point and click without code.
4. Use Salesforce profiles and permission sets to control access.
5. Request a quote based on workflow and volume before production.

Verdict

Choose Q-assign if your team manages Salesforce routing across several record types and needs assignment logic based on skills, capacity, schedules, or SLA risk. Teams can evaluate a routing model in a sandbox at no charge. Consider the quote-based, per-work-item pricing and the need to provide your own LLM key for optional AI actions.