Creating a new router is simple! However, the process is different for each type of router. Click the links in the descriptions below to see step-by-step instructions for creating each router type.
| ROUTER TYPE | DESCRIPTION |
|---|---|
| Round Robin | Records are assigned using even or weighted distribution to each router member. See the Round Robin Routers article for more information. |
| Load Balance | Records are assigned to users with fewer active* records to ensure every member has approximately the same number of active records. For more information, see the Load Balance Routers article. *Administrators define what constitutes an “active” record in Kubaru Admin Settings. |
| Territory Assignment | Each record is assigned to its respective territory owner. You can choose to use either round robin or load balancing to assign records when multiple users are assigned to a single territory. For more information, see the Territory Routers article. |
| Rule-Based Assignment | Uses a series of rules, each with its own criteria, to determine how records should be assigned. For more information, see the Rule-Based Routers article. |
| Skill-Based Assignment | Assign records based on skills such as languages, certifications, service tier, industry knowledge, etc. For more information, see the Skill-Based Routers article. |
| User Lookup | Assign records based on a related user lookup field. For example, this can be useful if you want to assign Cases to the owner of the related Account. For more information, see the User Lookup Router article. |
| Shark Tank | Router members are notified when records are available to claim. For more information, see the Shark Tank Routers article. |
| Duplicate Matching | Duplicates are identified using Salesforce duplicate rules and assigned to the same owner. For more information, see the Duplicate Matching Routers article. |