Routers assign records to users in Salesforce. Sounds simple, right? It is! Routers have lots of powerful features to ensure your records are always assigned to the BEST available user, including:
- Round robin – learn more
- Load balancing – learn more
- Skill-based assignment – learn more
- Shark tanks – learn more
- Weights and limits – learn more
- Schedules – learn more
- Automatic reassignment – learn more
- Duplicate matching – learn more
- Territories – learn more
- And more!
Routers can assign ANY standard or custom object in Salesforce. What’s more, there’s no limit to the number of routers you can create.
Need to route tech support cases to your agents based on skills, workload, and availability? No problem! Want to assign your most valuable leads to your top performers and ensure they respond in under 5 minutes? Easy!
When it comes to creating routers, your only limit is your imagination! Read the next article to learn how to create your first router.