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Territory Management

Getting Started

Installing Kubaru
Managing Users
Kubaru Utility
Activating Kubaru

Router Management

What Are Routers?
Creating Routers
Round Robin Routers
Load Balance Routers
Territory Routers
Rule-Based Routers
Skill-Based Routers
Shark Tank Routers
User Lookup Routers
Duplicate Matching Routers
Connected Queues
Adding Filters
Adding Members
Prioritizing Your Router
Assignment Preview
Cloning Routers
Migration
Deleting Routers
Assignment Logs
Advanced Features

Schedules

Distribution Schedules
Must be Logged into Salesforce
Holiday Schedules
Out of Office Schedules
Toggling User Availability

Member Settings

Weights
Time-Based Limits
Workload Capacity
Workload Evaluation Scope
Workload Evaluation Method
Pause During Calendar Events
Backups for Out Of Office Users

Territory Management

Creating Territories
Territory Object Mapping
Territory Groups
Bulk Updating Territories
Import/Export Territories
Territory Geolocation

Skill Management

Creating Skills
Mapping Skills

Notifications

Assignment Notifications
Unworked Record Notifications
Context Schedules
Mobile Notification Setup
Slack Integration Setup
Modifying the Email Template
Enabling Email Notifications in Sandbox

Admin Settings

Kubaru Running User
Trigger-Based Assignments
Workload Settings
Kubaru Admin Alerts
Log Settings
Utility Settings
Stack Time-Based Limits
Rolling Time-Based Limits
Only Admins Can Provision Licenses

Miscellaneous

Manually Deploying Territory Fields
Manually Deploying the Kubaru Utility
Pause During Phone Calls
Calculate Workloads in Real Time
Do Not Assign Inactive Records
Assign Converted Leads

Billing

Billing FAQs
How to Purchase
Adding and Removing Licenses
Update Payment Method
How to Cancel Kubaru
How to Uninstall Kubaru
Kubaru Software License Agreement

Updates

Release Notes
How to Install Updates

Support

Granting Temporary Support Access
Service Level Agreement
Troubleshooting

Territory Management

Territory Groups
Creating Territories
Territory Object Mapping
Import/Export Territories
Bulk Updating Territories
Territory Geolocation

Kubaru is a native Salesforce application that provides powerful features for automating the assignment of leads, cases, and other records.

About

About us
Pricing
Feature overview
AppExchange listing
Blog

Support

Contact support
Knowledge base
Release notes
Partner program
How to purchase

Contact us

9620 Northeast Tanasbourne Dr Ste 300, Hillsboro, OR 97124
support@kubaru.io

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