LeadInbound Lead RouterNew sales records
Round Robin ActiveCustom object routing use case
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.
One routing platform
Every record reaches an owner
AccountRenewalsRound Robin
OpportunityExpansion dealsLoad Balance
TaskFollow-up workRule-Based
Custom objectService RequestRule-Based
→
↓ Route through Kubaru
Router setup
Consistent assignment path
ObjectAny standard or custom object
Routing methodSame setup model
Field updatedOwner
Owner field updated on assignment
Trusted by
Salesforce assignment rules vs. Kubaru
Extend assignment beyond leads and cases
Compare the object limits of Salesforce standard assignment rules with Kubaru routing for standard and custom Salesforce objects.
| Capability | Salesforce assignment rules | Kubaru |
|---|---|---|
| Object support | Leads and cases only | Any standard or custom object |
| Criteria-based routing | Not available for custom objects | Define rules for your selected object |
| Team distribution | Not available for custom objects | Even or weighted round robin |
| Workload and availability | Not available for custom objects | Load balancing and member availability checks |
| Assignment visibility | No custom object assignment-rule logs | Assignment logs with decision paths |
Object support
- Salesforce assignment rules
- Leads and cases only
- Kubaru
- Any standard or custom object
Criteria-based routing
- Salesforce assignment rules
- Not available for custom objects
- Kubaru
- Define rules for your selected object
Team distribution
- Salesforce assignment rules
- Not available for custom objects
- Kubaru
- Even or weighted round robin
Workload and availability
- Salesforce assignment rules
- Not available for custom objects
- Kubaru
- Load balancing and member availability checks
Assignment visibility
- Salesforce assignment rules
- No custom object assignment-rule logs
- Kubaru
- Assignment logs with decision paths
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.
Object scope
Standard and custom
AccountStandard
OpportunityStandard
TaskStandard
Service RequestCustom
New router
Object assignment
ObjectService Request
Field to AssignOwner
Assignment MethodRule-Based
Router can be created for this object
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.
Shared routing logic
Same methods, any object
Reusable methods
Same routing toolkit
Rule-Based
Criteria
Round Robin
Rotation
Load Balance
Workload
Skill-Based
Skills
Territory
Regions
Object examples
Apply logic anywhere
OpportunityRenewal opportunitiesRound Robin
CaseSupport handoffsLoad Balance
Service RequestPartner referral intakeRule-Based
TaskOnboarding follow-upSkill-Based
Partner Referral route
Rule-Based criteria
A custom object can use the same checks.
1Partner source Referral
2Account tier Enterprise
3Region West
4Availability Pass
Owner field ready for assignment
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.
Router workspace
RouterMethodStatus
CaseSupport Case RouterCustomer support work
Load Balance ActiveOpportunityRenewal RouterAccount manager ownership
User Lookup ActiveService RequestService Request RouterCustom object routing
Rule-Based ActiveKubaru 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.
- Review assignment logs for a detailed record of assignments made by Kubaru.
- Open Decision Path to see the exact logic Kubaru used.
- See field updates and SLA policies when those features are configured.
- Export assignment logs when teams need to review assignment history.
That visibility gives teams a clearer audit trail than native custom object ownership alone.
Assignment history
Every object has a log
10:42 AM
Emily ClarkMidmarket Sales SR-1042
Object: Service Request
Decision Path Rule-BasedFields UpdatedSLA: 4h
10:38 AM
Anthony WrightEnterprise Sales REF-2209
Object: Partner Referral
Decision Path Territory
10:31 AM
Linda WilsonEnterprise Sales REN-8831
Object: Renewal
Decision Path User LookupOwner field
Custom object routing is not a separate product surface in Kubaru. It uses the same router model, assignment methods, logs, and business-user controls as the rest of your Salesforce routing workflow.
Less custom Flow and Apex maintenance.
Consistent routing setup across standard and custom objects.
Faster ownership updates when teams or processes change.
Cleaner assignment history for regulated or operational workflows.
One place for routing leads, cases, accounts, opportunities, tasks, and custom objects.
Workflow capabilities
Use Kubaru’s routing features to keep custom object assignment consistent across your Salesforce environment.
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.
Learn MoreTerritory Management
Assign records based on countries, states, ZIP codes, or custom regions.
Learn MoreSkill Management
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.
Learn MoreWeights 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.
Learn MoreDuplicate Matching
Keep related records with the same owner by routing duplicates to the rep who already manages the original record.
Learn MoreReassignment
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.
Learn MoreWhy customers love us
Built for teams that route more than one object
Salesforce teams use Kubaru to make complex routing easier to configure, maintain, and understand across the objects their teams depend on.
5.0/5 from 153 reviews on Salesforce AppExchange
“Kubaru has been an absolute game-changer for us… The platform is intuitive, reliable, and easy to integrate into our daily workflows. What used to take hours can now be done in minutes… I highly recommend Kubaru to anyone looking to improve productivity and reduce the headaches of repetitive tasks.”
“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.”
“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.”
“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!”
Kubaru reduced our speed to lead from 45+ minutes to 6 minutes in under a day of setup… The tool is driving the behavior, and the behavior is driving results.
Kubaru has made my life so easy. I'm able to adjust routing and schedules in minutes as the sales process changes. Their support is also top notch.
One of the very few products… that, once you set it to do what you want, it just WORKS… It has completely changed our speed to lead.
Since we started using this tool, our sales leaders have saved over 11 hours weekly. The setup was very easy and the… team… very responsive.
On the surface, the app does what it is advertised to do and does it well… As a small company it was great to have the support of the team… A true partner.
Kubaru does everything we need… It was easy to set up… and we've already seen our speed to lead time improve drastically.
By far one of the best apps we’ve implemented in Salesforce! It completely transformed how we handle record distribution… their support team is exceptional...seriously, they are the BEST!
The customer support offered by this company is the absolute best that I've ever experienced and that includes comparing against the absolute biggest companies… and smaller companies.
I've been a big fan of Kubaru for 3 years over 2 companies… Ease of use, competitive pricing, awesome support. Thank you!
We rely on it daily — it truly is a set-it-and-forget-it solution. It does everything we need and more, integrating seamlessly.
We deal with thousands of leads per month and Kubaru makes it simple… to distribute and manage these between our agents.
Since our organization has adopted Kubaru as our main lead routing service, we've seen impressive improvement in the efficiency of our sales process… There's so much customization… that makes it easy for reps to… work… leads quicker.
Been using this for about a year, very happy with the solution. Support and service is excellent… Strongly recommended.
We made the switch from custom distribution flows to Kubaru and haven’t had any regrets. Kubaru was easy to configure… out of the box.
Kubaru has been an incredible solution for our team, helping us save both time and money while making our processes much smoother… It’s been a real game-changer.
Kubaru is an incredibly intuitive and easy-to-use product. The support team is responsive and genuinely helpful.
What used to take hours can now be done in minutes, freeing up our team to focus on more strategic tasks.
Kubaru has been a great partner… Communication and pricing are seamless… and you always feel like you're in capable hands.
Custom object routing FAQ
Why doesn't Salesforce let you create assignment rules for custom objects?
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.
What kinds of custom objects do teams typically route with Kubaru?
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.
How is routing a custom object different from routing a lead?
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.
What happens if I add a new custom object later?
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.
Do I need a developer to set up custom object routing in Kubaru?
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.
Will routing custom objects slow down my Salesforce instance?
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.
Can I track assignment history for custom objects?
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.
Can I enforce SLAs on custom objects?
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.
Is there a free trial available for Kubaru?
Yes. You can start a 30-day free trial from our AppExchange listing. All features are included, with no credit card required.