Route any Salesforce object with Kubaru

Keep every Salesforce record moving to the right person. Kubaru lets you automate assignment for leads, cases, accounts, opportunities, tasks, custom objects, and more from one routing platform.

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Stop building workarounds for custom object routing

Routing should work the same way across Salesforce, regardless of the record you’re assigning.  Kubaru gives you one place to automate assignment for every standard and custom Salesforce object, so you can keep routing consistent across your Salesforce environment.

Route accounts, opportunities, tasks, and custom objects

Kubaru can assign any standard or custom Salesforce object. Whether you’re routing renewal opportunities to account managers, distributing tasks across a support team, or assigning custom objects specific to your business process, the setup works the same way.

Use the same routing logic everywhere

Round robin, weighted distribution, territory-based routing, skill matching, workload balancing, and availability checks all work the same regardless of the object type. You don’t need to build separate automation for each object or maintain different tools for leads versus everything else.

Manage all your routing in one place

Keep all your routing rules together in a single interface. Update assignment across different Salesforce objects without switching between Flows, Apex, or native assignment rules.

Supercharge your custom object routing with these additional features

Round Robin

Distribute any Salesforce object evenly across your team using standard rotation, or use weighted round robin to give specific reps a larger share based on experience, capacity, or ramp status.

Territory Management

Assign records based on the territories you define, including countries, states, ZIP codes, or custom regions.

Skill-Based Assignment

Match records to reps based on product expertise, language, industry knowledge, or any custom skill you define, so each record reaches someone with the right context to act on it.

Weights and Limits

Set caps on how many active records each rep can carry at a given time, and Kubaru will automatically skip overloaded reps and route to the next person with available capacity.

Duplicate Matching

Keep related records with the same owner by routing duplicates to the rep who already manages the original record.

Reassignment

Set time-based rules that automatically move unworked records to the next available rep, so nothing sits idle because the original owner is busy, out of office, or hasn’t followed up.

Why customers love us

With more than 140 5-star reviews on the AppExchange, we must be doing something right.

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“BEST Lead Routing tool EVER! Talk about a solution that makes the complex simple! I have used Kubaru now in 2 organizations I have worked with and the Ops teams on both loved its ease of use and setup. Fast and quick maintenance as well. AND the staff at Kubaru are some of the most responsive, helpful individuals that we have the pleasure of working with.”

Scott Merselis
Sr Manager, Marketing Operations

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“Flawless Performance and Top-Notch Support. Kubaru is an absolute gem of a tool that has become an indispensable asset in our tech stack. Moreover, the level of attentiveness and dedication provided by the Kubaru support team is unparalleled…”

Suzanne Champenois
Senior Business Analyst

“I have used Kubaru at several companies and worked directly with [the Kubaru support team] to solve problems and get record distribution up and running… Kubaru has the framework to support basic use, enterprise-level complexity, and everything in between… I wish that I could give them 6 stars!”

Graeme Oxley
Salesforce Administrator

Frequently asked questions

Salesforce built assignment rules specifically for leads and cases. They were designed for common sales and support workflows, not for general-purpose routing. That’s why teams end up building Flows or Apex to fill the gap.

It varies by industry. We’ve seen teams route onboarding tasks, service requests, project records, insurance claims, loan applications, partner referrals, and internal approval records. Anything with an owner field that needs to reach the right person can be routed.

From Kubaru’s side, it isn’t. The setup process, routing methods, and available features are identical. You create a router, define your criteria, choose your distribution method, and Kubaru handles the assignment. The only difference is which object the router is attached to. You can see the full list of what’s available on our features page.

You can create a new router for it at any time. There’s no limit on how many routers you can run, and adding a new one doesn’t affect your existing routing setup.

Yes. Kubaru can evaluate fields on the record itself or on related records through Salesforce lookups. For example, you could route a custom service request based on the account’s territory or the contact’s language preference using skill-based assignment.

The interface is the same one business users use for lead and case routing. You can create and update custom object routers without Salesforce admin privileges or developer support.

Kubaru is 100% native to Salesforce and runs within the platform’s processing framework. It doesn’t add external API calls or sync processes, so it doesn’t introduce the performance overhead you’d see with a non-native tool. You can learn more about how we handle this on our security page.

Yes. Kubaru logs every assignment for every object type, including custom objects. Each log entry records who the record was assigned to, when it happened, and which routing rule made the decision. This gives you an audit trail that Salesforce doesn’t provide natively for custom objects, which is especially useful for teams in regulated industries where you need to show why a record was handled by a specific person.

Yes. Kubaru’s Advanced SLA feature works on any Salesforce object, not just cases. You can define SLA policies with their own timers and success conditions, then attach escalation actions like reassignment, field updates, and Slack notifications when deadlines are approaching or missed. For example, you could set a 4-hour SLA on a custom onboarding task and have Kubaru reassign it automatically if nobody picks it up in time.

Yes. You can start a 30-day free trial from our AppExchange listing. All features are included, with no credit card required.

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