# Kubaru

> Salesforce-native software for automated lead, case, opportunity, and custom-object assignment. Kubaru offers a 30-day free trial and costs $20 per user per month.

## Sitemaps
[XML Sitemap](https://kubaru.io/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [10+ Best Salesforce Lead Routing Software](https://kubaru.io/blog/best-salesforce-lead-routing-software/): Discover the 10+ best Salesforce lead routing software tools in 2026. Compare features, pricing, and integrations for smarter lead distribution.
- [A Comprehensive Guide to Salesforce Omni-Channel](https://kubaru.io/blog/salesforce-omni-channel/): Master Salesforce Omni-Channel with our complete guide. Learn setup steps, benefits, critical limitations, and how it compares to alternative solutions.
- [Salesforce Territory Management Explained: Best Practices for Success](https://kubaru.io/blog/salesforce-territory-management/): Unlock the full potential of Salesforce Territory Management with expert tips on setup, alignment, and maximizing sales results.
- [Salesforce Entitlements and Milestones: How They Help You Manage SLAs](https://kubaru.io/blog/salesforce-entitlements-and-milestones/): Learn how Salesforce entitlements and milestones can help you manage SLAs, including how to set them up and the best tool to bypass native limitations.
- [MQL, SAL, and SQL: A Complete Guide to Lead Qualification Stages](https://kubaru.io/blog/mql-sal-sql-lead-qualification-stages/): Learn the key lead qualification stages—MQL, SAL, and SQL—and how they fit into your sales pipeline to improve handoffs, boost conversions, and align teams.
- [LeanData vs Plauti: A Revenue Orchestration Platform or a Data-Quality Suite?](https://kubaru.io/blog/leandata-vs-plauti/): See how LeanData and Plauti compare on routing, data quality, Salesforce-native fit, pricing, and implementation.
- [Q-Assign vs Chili Piper: Intelligent Assignment or Instant Booking?](https://kubaru.io/blog/q-assign-vs-chili-piper/): See how Q-Assign and Chili Piper compare on assignment, scheduling, Salesforce-native fit, pricing, and implementation.
- [Distribution Engine vs Chili Piper: Native Routing or Scheduling-Led Conversion?](https://kubaru.io/blog/distribution-engine-vs-chili-piper/): See how Distribution Engine and Chili Piper compare on routing, scheduling, Salesforce-native fit, pricing, and implementation.
- [Q-Assign vs LeanData: An Intelligent Assignment Engine or a Full Platform?](https://kubaru.io/blog/q-assign-vs-leandata/): See how Q-Assign and LeanData compare on routing intelligence, platform scope, Salesforce-native fit, pricing, and implementation.
- [Distribution Engine vs LeanData: A Focused Router or a Full Salesforce Platform?](https://kubaru.io/blog/distribution-engine-vs-leandata/): See how Distribution Engine and LeanData compare on routing depth, platform scope, Salesforce-native fit, pricing, and implementation.
- [Distribution Engine vs Q-Assign: Which Native Salesforce Lead Router Wins?](https://kubaru.io/blog/distribution-engine-vs-q-assign/): See how Distribution Engine and Q-Assign compare on routing logic, Salesforce-native fit, pricing, and implementation.
- [Q-Assign Pricing Explained: What You'll Actually Pay (2026)](https://kubaru.io/blog/q-assign-pricing/): Q-Assign doesn't publish per-tier pricing, so we did the research. Read what each plan includes, what costs extra, and what alternatives are available.
- [Plauti Pricing Explained: What the Platform Actually Costs (2026)](https://kubaru.io/blog/plauti-pricing/): See what Plauti really costs, what affects your quote, and how pricing compares for routing and the broader data management platform.
- [Distribution Engine Pricing Explained: What You'll Actually Pay (2026)](https://kubaru.io/blog/distribution-engine-pricing/): Learn what Distribution Engine actually costs across all three tiers, what features are gated, and where the hidden fees show up. Full 2026 breakdown.
- [8 Best Plauti Alternatives for Salesforce Routing in 2026](https://kubaru.io/blog/plauti-alternatives/): Looking for Plauti alternatives? Compare 8 Salesforce routing tools on pricing, features, and G2 ratings, including Kubaru, Distribution Engine, and LeanData.
- [Automated Lead Routing in Salesforce: A Guide for Sales and RevOps Teams](https://kubaru.io/blog/automated-lead-routing/): Learn how automated lead routing works in Salesforce, including common routing methods, native setup options, their limitations, and when to use a dedicated tool.
- [Salesforce Case Assignment: What Native Tools Can and Can't Do](https://kubaru.io/blog/salesforce-case-assignment/): Learn how Salesforce case assignment works, including assignment rules, queues, escalation rules, and Omni-Channel. Read about native limitations and better alternatives.
- [7 Lead Routing Best Practices That Actually Improve Conversion (2026)](https://kubaru.io/blog/lead-routing-best-practices/): Read seven lead routing best practices for sales and RevOps teams, covering routing criteria, speed-to-lead, fair distribution, SLAs, escalation, and measurement.
- [8 Best Traction Complete Alternatives Compared](https://kubaru.io/blog/traction-complete-alternatives/): Looking for Traction Complete alternatives? See 8 Salesforce routing tools compared by features, pricing, and G2 ratings, including Kubaru, LeanData, and Distribution Engine.
- [8 Best Sweep Alternatives for Salesforce Lead Routing (2026)](https://kubaru.io/blog/sweep-alternatives/): Looking for a Sweep alternative for Salesforce routing? We compare 8 tools by features, pricing, and use case to help you find the right fit for your team.
- [LeanData vs. Sweep: Which Salesforce Routing Tool Is Better in 2026?](https://kubaru.io/blog/leandata-vs-sweep/): Compare LeanData vs Sweep on routing, pricing, setup, and Salesforce-native fit, and see when Kubaru makes more sense for smaller teams.
- [Opportunity Management in Salesforce: How to Track Sales Effectively](https://kubaru.io/blog/opportunity-management-salesforce/): Learn how opportunity management in Salesforce improves pipeline visibility, ownership, and forecasting to help sales teams track and scale deals efficiently.
- [LeanData Pricing 2026: Plans, Estimated Costs, and a Smarter Alternative](https://kubaru.io/blog/leandata-pricing-guide/): LeanData pricing ranged from $39-$59/user/month before being removed. Get plan breakdowns, hidden costs & see why teams choose Kubaru's $20/user alternative.
- [10 Best Chili Piper Alternatives Reviewed in 2026](https://kubaru.io/blog/chili-piper-alternatives/): We reviewed 10 Chili Piper Alternatives for Salesforce lead routing. See how Kubaru's advanced routing and instant assignments boost your speed-to-lead.
- [What Is Lead Response Time (+ How To Improve It)](https://kubaru.io/blog/lead-response-time/): Here's a simple guide on what lead response is, why it matters, benchmarks you should aim for, and how Kubaru can help you consistently meet those benchmarks.
- [Salesforce Lead Routing: Methods, Mistakes & Best Practices](https://kubaru.io/blog/salesforce-lead-routing-guide/): Read this comprehensive guide for lead routing must-knows, including the best routing methods, common routing mistakes to avoid, and routing best practices.
- [Salesforce Assignment Rules: Setup, Tips & Best Practices](https://kubaru.io/blog/salesforce-assignment-rules/): Learn how Salesforce Assignment Rules work, their limits, and how to set them up. Get best practices and guidance on choosing the right assignment solution.
- [Salesforce Lead to Account Matching: What It Is and How to Set Up](https://kubaru.io/blog/salesforce-lead-to-account-matching/): Learn how to set up lead-to-account matching in Salesforce, including matching methods, standard rules, and what to look for in a dedicated matching tool.
- [Salesforce Deduplication: What It Is + 5 Strategies for Managing Duplicates](https://kubaru.io/blog/salesforce-deduplication/): Stop duplicate Salesforce records from slowing your sales team. This guide covers matching rules, duplicate jobs, third-party tools, and intelligent routing to keep your CRM clean.
- [Salesforce Lead Management: What It Is, Best Practices, and Tools](https://kubaru.io/blog/salesforce-lead-management/): Learn what Salesforce lead management is, the best practices that drive conversion, and the tools that automate assignment, routing, and follow-up at scale.
- [How to Build a Salesforce Ticketing System That Scales](https://kubaru.io/blog/salesforce-ticketing-system/): Learn how to build a Salesforce ticketing system that scales. Configure case management, automate assignment, set SLAs, and eliminate manual routing bottlenecks.
- [How to Improve Skill-Based Routing in Salesforce with Kubaru: Our Step-by-Step Guide](https://kubaru.io/blog/skill-based-routing-salesforce/): Learn how to optimize Salesforce skill-based routing with Kubaru for faster assignments, balanced workloads, and improved customer satisfaction.
- [5 Best Q-assign Alternatives for Salesforce Routing (2026)](https://kubaru.io/blog/q-assign-alternatives/): Looking for Q-assign alternatives? We compare 5 Salesforce routing tools on pricing, features, G2 ratings, and who each one is best for.
- [Here Are Our Top 5 Distribution Engine (By NC Squared) Alternatives For Optimizing Record Routing](https://kubaru.io/blog/distribution-engine-alternatives/): Compare the top 5 Distribution Engine alternatives for optimizing Salesforce record routing. See how Kubaru stands out with easy setup and flexible multi‑object assignment.
- [10 Best LeanData Alternatives for Smarter Lead Routing in Salesforce (2026)](https://kubaru.io/blog/leandata-alternatives/): Compare the top 10 LeanData alternatives for Salesforce lead routing. Read our breakdown of features, pricing, pros, and cons to find the right fit for your team.
- [Round Robin Salesforce Assignment: How To Set Up for Lead Distribution](https://kubaru.io/blog/round-robin-salesforce-assignment-how-to-set-up-lead-distribution/): Round robin Salesforce setup is limited. Learn how to set up and see how Kubaru automates routing, adds weighting and schedules, and scales lead distribution.
- [10 Best Salesforce Lead Distribution Software (Ranked and Compared)](https://kubaru.io/blog/best-salesforce-lead-distribution-software/): Compare the 10 best Salesforce lead distribution tools for round robin and automated routing. See why Kubaru, LeanData, and NC Squared lead the pack.
- [10 Best Salesforce Lead Management Software Tools (2026)](https://kubaru.io/blog/best-salesforce-lead-management-software/): Compare the 10 best Salesforce lead management software tools for automated assignment, routing, and speed-to-lead. Ranked and reviewed with pricing, pros, and cons.
- [Speed-to-Lead: Five Tips for Responding in Five Minutes or Less](https://kubaru.io/blog/speed-to-lead/): Follow these recommendations to improve your lead response time and close more deals.
- [How to Calculate (and Reduce) Your Customer Acquisition Cost](https://kubaru.io/blog/customer-acquisition-cost/): Learn how to calculate customer acquisition cost (CAC), why it matters, and how to use it to evaluate sales and marketing efficiency.
- [Net Revenue Retention Explained: Increase Your Revenue Growth in 2024](https://kubaru.io/blog/net-revenue-retention/): Discover the importance of Net Revenue Retention (NRR) in measuring sustainable growth for subscription-based businesses.
- [A Comprehensive Guide to Data Enrichment for B2B Sales Success](https://kubaru.io/blog/data-enrichment/): B2B sales teams often use data enrichment to provide a fuller picture of prospects and customers.
- [Selling with Wisdom: Famous Quotes from Sales Legends](https://kubaru.io/blog/famous-quotes-from-sales-legends/): This article presents a compilation of some of the most famous quotes from sales legends to offer inspiration and insight.
- [Master the Art of Lead Scoring: A Step-by-Step Guide](https://kubaru.io/blog/lead-scoring/): Learn how lead scoring helps sales and marketing teams prioritize prospects, define useful criteria, and focus follow-up on the strongest opportunities.
- [Harnessing the Power of Account-Based Marketing (ABM)](https://kubaru.io/blog/account-based-marketing/): Learn how account-based marketing helps sales and marketing teams focus on high-value accounts with coordinated, personalized campaigns.
- [How to Improve Customer Retention and Loyalty in 2023](https://kubaru.io/blog/customer-retention/): Learn what customer retention measures, why it matters, and how keeping existing customers supports sustainable growth.
- [Mastering MEDDIC: A Guide for Sales Professionals](https://kubaru.io/blog/meddic/): Learn what MEDDIC stands for and how this qualification methodology helps sales teams evaluate and close complex B2B deals.
- [5 Lead Qualification Strategies and Why They Work](https://kubaru.io/blog/lead-qualification-strategies/): Compare practical lead qualification frameworks and learn how to evaluate prospects consistently before handing them to sales.
- [What is RevOps](https://kubaru.io/blog/what-is-revops/): Learn what revenue operations (RevOps) is and how aligning teams, processes, and data can support predictable revenue growth.
- [How to Craft a Winning SLA for Sales and Marketing](https://kubaru.io/blog/sales-and-marketing-sla/): Learn how creating a service-level agreement between your sales and marketing teams can improve alignment.
- [Five Ways Round-Robin Assignment Can Help You Manage Leads](https://kubaru.io/blog/round-robin-lead-assignment/): Learn how round robin lead assignment can help you improve your assignment strategy and reduce your lead response time.
- [Improve Your Lead Assignment Strategy with These 10 Tips](https://kubaru.io/blog/10-tips-to-improve-lead-assignment/): Follow these lead assignment best practices to reduce response time and improve conversion rates.

## Pages
- [Route any Salesforce object with Kubaru](https://kubaru.io/custom-object-routing/): Route any Salesforce standard or custom object with Kubaru. Automate assignment for accounts, opportunities, tasks, custom objects, and more from one routing platform.
- [Automated opportunity routing for Salesforce](https://kubaru.io/opportunity-routing/): Automate Salesforce opportunity routing with Kubaru so every deal reaches the right rep or team by territory, deal size, product, account ownership, workload, and SLA status.
- [Salesforce SLA management that works on more than just cases](https://kubaru.io/salesforce-sla-management/): Manage Salesforce SLAs across cases, leads, opportunities, and custom objects with multiple timers, automated actions, and real-time visibility in Kubaru.
- [Kubaru vs PowerRouter](https://kubaru.io/compare/powerrouter/): Looking for a PowerRouter alternative? Discover why Kubaru is the #1 Salesforce app for lead routing. Simple setup, lower cost, and better support.
- [Kubaru vs Plauti Assign](https://kubaru.io/compare/plauti/): Looking for a Plauti alternative? Discover why Kubaru is the #1 Salesforce app for lead routing. Simple setup, lower cost, and better support.
- [Kubaru vs LeanData](https://kubaru.io/compare/leandata/): Looking for a LeanData alternative? Discover why Kubaru is the #1 Salesforce app for lead routing. Simple setup, lower cost, and better support.
- [Kubaru vs Salesforce Omni-Channel](https://kubaru.io/compare/salesforce-omni-channel/): Looking for a Salesforce Omni-Channel alternative? Discover why Kubaru is the #1 Salesforce app for lead and case routing.
- [Kubaru vs Q-Assign](https://kubaru.io/compare/q-assign/): Looking for a Q-assign alternative? Discover why Kubaru is the #1 Salesforce app for lead routing. Simple setup, lower cost, and better support.
- [Kubaru alternatives for Salesforce lead routing & assignment](https://kubaru.io/compare/): Learn how Kubaru compares to LeanData, Chili Piper, Distribution Engine, and other Salesforce lead routing tools on features, pricing, and support.
- [Kubaru vs Distribution Engine](https://kubaru.io/compare/distribution-engine/): Looking for a Distribution Engine alternative? Discover why Kubaru is the #1 Salesforce app for lead routing. Simple setup, lower cost, and better support.
- [Customer Stories](https://kubaru.io/customer-stories/): See how teams use Kubaru to automate Salesforce record assignment, improve response time, and create more efficient pipelines.
- [Salesforce Case Assignment Software](https://kubaru.io/salesforce-case-assignment/): Automate Salesforce case assignment with Kubaru so support cases route to the right available agent by priority, skill, territory, workload, and SLA status.
- [Salesforce Lead Routing Software](https://kubaru.io/salesforce-lead-routing-software/): Automate your pipeline with Salesforce lead routing software that sends each record to the right rep based on skills, territory, workload, and availability.
- [Security](https://kubaru.io/features/security/): Kubaru is built entirely on the Salesforce Lightning platform, providing unmatched performance and data security.
- [Assignment Logs](https://kubaru.io/features/assignment-logs/): Review Kubaru assignment logs and see the exact routing logic behind every Salesforce record assignment.
- [Response Time Tracking](https://kubaru.io/features/response-time-tracking/): Kubaru monitors the response time for each assignment. You have full access to slice-and-dice this data using Salesforce reports and other BI tools.
- [Scheduling](https://kubaru.io/features/scheduling/): Kubaru makes it easy to ensure records are never assigned to users who are out of the office or away from their computer.
- [Weights and Limits](https://kubaru.io/features/weights-and-limits/): Kubaru gives you complete control over how records are assigned. Boost productivity by incorporating both workload and performance metrics into your assignment strategy.
- [Duplicate Matching](https://kubaru.io/features/duplicate-matching/): Kubaru will automatically identify duplicates based on your Salesforce duplicate matching rules and assign them to the same owner.
- [Shark tank](https://kubaru.io/features/shark-tank/): Keep unworked Salesforce records from sitting idle. Kubaru Shark Tank gives reps and agents a controlled way to claim available leads, cases, and other records from the Kubaru Utility.
- [Territory management](https://kubaru.io/features/territory-management/): Are you looking for a more powerful alternative to Enterprise Territory Management for Salesforce? Kubaru is a native Salesforce application that gives you the ability to manage territories directly in Salesforce.
- [Rule-based assignment](https://kubaru.io/features/rule-based-assignment/): Kubaru makes it easy to automate complex assignment logic without the limitations of standard Salesforce assignment rules.
- [Skill-based assignment](https://kubaru.io/features/skill-based-assignment/): Kubaru skill-based routers ensure records are instantly assigned to the best user based on skills you define, including language, product knowledge, and service tier.
- [Load balancing](https://kubaru.io/features/load-balancing/): Kubaru load balanced routers make it easy to automatically assign leads, cases, and other records in Salesforce to users based on their workload.
- [Round robin](https://kubaru.io/features/round-robin/): Are you struggling to assign leads (or other records) in Salesforce using round robin? Kubaru provides you with the missing features you need to fully automate assignment.
- [Home](https://kubaru.io/): Kubaru has every feature you need to fully automate the assignment of leads, cases, and other records in Salesforce for only $20/user monthly. 100% native, zero risk.
- [Software License Agreement](https://kubaru.io/software-license-agreement/): This Kubaru Software License Agreement (the “Agreement“) is a legal agreement between Customer (as defined below) and Northwest Cloud Solutions, LLC, dba Kubaru (“Kubaru“) that sets the terms and conditions for use of the Software (as defined below).
- [About Us](https://kubaru.io/about-us/): Kubaru is a native Salesforce application built to make lead, case, and record assignment faster, fairer, and easier to trust.
- [Privacy Policy](https://kubaru.io/privacy-policy/): We take your privacy seriously. Please read our privacy policy to understand how your personal data is collected and used.
- [Pricing](https://kubaru.io/pricing/): Kubaru costs $20/user/month with all features included. Start a free 30-day trial, schedule a demo, or contact us about license discounts.
- [Blog](https://kubaru.io/blog/): Practical reads on lead routing, speed-to-lead, and fair distribution in Salesforce.
- [Partner Program](https://kubaru.io/partners/): Are you a Salesforce consultant? Learn about the benefits of the Kubaru partner program and join our growing partner network.
- [Contact Us](https://kubaru.io/contact/): Contact Kubaru for demos, pricing questions, support, and help with Salesforce lead or case assignment automation.
- [Features](https://kubaru.io/features/): Explore Kubaru features for Salesforce routing, workload capacity, SLA management, security, assignment logs, and duplicate matching.

## Help Center

- [Kubaru Help Center](https://kubaru.io/help/): Product documentation and troubleshooting for Kubaru.
- [Admin Settings](https://kubaru.io/help/category/admin-settings/): Manage Kubaru settings across your Salesforce org, including the running user, assignment triggers, workloads, logs, admin alerts, and license access.
- [Advanced Features](https://kubaru.io/help/category/advanced-features/): Configure advanced Kubaru router features, including SLAs, reassignment, response tracking, assignment ordering, overflow behavior, and field updates.
- [Billing](https://kubaru.io/help/category/billing/): Manage your Kubaru subscription, purchase or remove licenses, update payment methods, and find billing FAQs, cancellation, and uninstall instructions.
- [Getting Started](https://kubaru.io/help/category/getting-started/): Install and activate Kubaru in Salesforce, manage user access, and set up the Kubaru Utility to start assigning records.
- [Member Settings](https://kubaru.io/help/category/member-settings/): Configure Kubaru router member weights, assignment limits, workload capacity, calendar availability, and backups for out-of-office users.
- [Miscellaneous](https://kubaru.io/help/category/miscellaneous/): Find additional Kubaru setup guides for manual deployments, phone integrations, real-time workloads, inactive records, and converted lead assignments.
- [Notifications](https://kubaru.io/help/category/notifications/): Set up Kubaru assignment and unworked record notifications through email, Slack, Microsoft Teams, and mobile alerts, with custom templates and schedules.
- [Router Management](https://kubaru.io/help/category/router-management/): Create and manage Kubaru routers in Salesforce. Configure assignment methods, filters, members, and queues, then test and review assignments.
- [Schedules](https://kubaru.io/help/category/schedules/): Control when Kubaru assigns records with distribution schedules, holidays, out-of-office settings, local time zones, and user availability.
- [Skill Management](https://kubaru.io/help/category/skill-management/): Create skills in Kubaru and map them to Salesforce records so skill-based routers can match assignments to members with the required skills.
- [Support](https://kubaru.io/help/category/support/): Learn how to grant Kubaru support temporary access to your Salesforce org and review service commitments for uptime, updates, and customer support.
- [Territory Management](https://kubaru.io/help/category/territory-management/): Create and maintain territories in Kubaru. Map Salesforce fields, organize territory groups, import boundaries, and update territory assignments.
- [Troubleshooting](https://kubaru.io/help/category/troubleshooting/): Troubleshoot Kubaru assignment failures, Salesforce Apex errors, stalled jobs, assignment loops, and problems with Slack, Teams, and other notifications.
- [Updates](https://kubaru.io/help/category/updates/): Read Kubaru release notes for new features, improvements, and fixes, and learn how to install the latest version in Salesforce.
- [Local Time Zones](https://kubaru.io/help/local-time-zones/): Configure local time zones in Kubaru to assign Leads and other Salesforce records during each prospect’s local business hours.
- [Bulk Transfer](https://kubaru.io/help/bulk-transfer/): Use Bulk Transfer in Kubaru to assign up to 1,000 Salesforce records to a new owner, choose related Account transfer options, and review results.
- [Disable Rules When Deactivating Salesforce Users](https://kubaru.io/help/disable-rules-when-deactivating-salesforce-users/): Enable Kubaru to automatically disable active rules assigned directly to Salesforce users when those users are deactivated.
- [Rule-Based Routers](https://kubaru.io/help/rule-based-routers/): Rule-based routers make it easy to quickly define multiple conditional statements, called “Rules”, for assigning records to users and/or queues.
- [Migration](https://kubaru.io/help/migration/): Export and import Kubaru components, including routers, territories, and skills, to transfer configurations between Salesforce orgs.
- [Assignment Logs](https://kubaru.io/help/assignment-logs/): Learn how to use the assignment logs to review assignments made by Kubaru. We also discuss how to update settings for the assignment logs.
- [Release Notes](https://kubaru.io/help/release-notes/): Learn about new features and improvements released with each new version of Kubaru.
- [Advanced SLAs](https://kubaru.io/help/advanced-slas/): Create Kubaru SLA policies with time limits, success conditions, and automated actions to track and enforce service commitments across routers.
- [Off Hour Schedules](https://kubaru.io/help/off-hour-schedules/): Use Off Hour Schedules when it is easier to define when a team or individual is unavailable instead of defining their active working hours.
- [Custom Email Notification Templates](https://kubaru.io/help/custom-email-notification-templates/): Create Salesforce Lightning email templates and use them for customized Kubaru assignment and Shark Tank notifications.
- [Assignment Test](https://kubaru.io/help/assignment-test/): Test how Kubaru would assign a specific Salesforce record and review the decision path without changing records or making assignments.
- [User Not Receiving Teams Notifications](https://kubaru.io/help/user-not-receiving-teams-notifications/): Troubleshoot missing Kubaru Microsoft Teams notifications by checking the integration, notification settings, and user configuration.
- [Microsoft Teams Integration Setup](https://kubaru.io/help/microsoft-teams-integration-setup/): Connect Microsoft Teams to Kubaru for assignment notifications, including the setup steps that require Microsoft administrator access.
- [Shark Tank Preview](https://kubaru.io/help/shark-tank-preview/): Enable Shark Tank Preview in Kubaru so users can inspect records before claiming them. Configure preview layouts and optional record locking.
- [Reimbursement](https://kubaru.io/help/reimbursement/): Learn how to configure the reimbursement feature to compensate users for rejected or reassigned records.
- [Adaptive Round Robin](https://kubaru.io/help/adaptive-round-robin/): Enable and configure Adaptive Round Robin in Kubaru to credit unavailable members for missed assignments and adjust distribution when they return.
- [How to Install Updates](https://kubaru.io/help/how-to-install-updates/): Learn how to update to the latest version of Kubaru. You can install updates directly from the Salesforce AppExchange.
- [Manually Deploying Territory Fields](https://kubaru.io/help/manually-deploying-territory-fields/): You can add a Kubaru Territory field to any object you want to associate with territories. Kubaru will stamp this field with the corresponding territory.
- [Manually Deploying the Kubaru Utility](https://kubaru.io/help/manually-deploying-the-kubaru-utility/): Manually add the Kubaru Utility to a Salesforce Lightning app when automatic deployment is unavailable.
- [Activating Kubaru](https://kubaru.io/help/activating-kubaru/): Learn how to activate Kubaru and start assigning records. Set the running user as a Salesforce admin to ensure it runs properly.
- [Kubaru Utility](https://kubaru.io/help/kubaru-utility/): The Kubaru Utility provides users with quick access to view recent assignments, claim records from the shark tank, set availability, and more.
- [Managing Users](https://kubaru.io/help/managing-users/): Add and manage Kubaru users, choose user roles, monitor license usage, and learn how to deactivate or delete users.
- [Installing Kubaru](https://kubaru.io/help/installing-kubaru/): Follow these steps to install Kubaru in your own Salesforce org. We recommend testing in a sandbox before installing in production.
- [Only Admins Can Provision Licenses](https://kubaru.io/help/only-admins-can-provision-licenses/): Restrict Kubaru license provisioning to admins and prevent licenses from being assigned automatically when users are added to routers.
- [Kubaru is Unable to Process Work](https://kubaru.io/help/kubaru-is-unable-to-process-work/): This error indicates that Kubaru's Apex jobs have failed and are unable to recover. This is often due to anomalous events such as Salesforce server errors.
- [Kubaru Job Stuck in Holding](https://kubaru.io/help/kubaru-job-stuck-in-holding/): Troubleshoot Kubaru assignment jobs stuck in Holding by reviewing Salesforce batch Apex jobs and identifying processing bottlenecks.
- [User Not Receiving Slack Notifications](https://kubaru.io/help/user-not-receiving-slack-notifications/): Troubleshoot missing Kubaru Slack notifications by checking the Slack integration, notification settings, and user configuration.
- [Assignment Looping](https://kubaru.io/help/assignment-looping/): Learn how to detect and resolve assignment loop behavior in Kubaru.
- [Kubaru Not Assigning Records](https://kubaru.io/help/kubaru-not-assigning-records/): Learn how to troubleshoot common issues that prevent Kubaru from assigning records.
- [Errors on Assignment](https://kubaru.io/help/errors-on-assignment/): Review failed Kubaru assignments, inspect error details and retry attempts, and configure when failed assignment logs stop retrying.
- [Territory Geolocation](https://kubaru.io/help/territory-geolocation/): You can enable Territory Geolocation to define territory boundaries using latitude and longitude coordinates.
- [Bulk Updating Territories](https://kubaru.io/help/bulk-updating-territories/): Learn how to use the bulk update feature to update territories for existing records. You can use filters to define exactly which records will be updated.
- [Import/Export Territories](https://kubaru.io/help/import-export-territories/): The territory importer allows you to create, update, and delete territories in bulk. Simply make the desired changes in Excel and import to Kubaru.
- [Territory Object Mapping](https://kubaru.io/help/territory-object-mapping/): Territory boundaries (e.g. countries, states, postal codes) must be mapped to fields on an object before they can be used to assign records.
- [Creating Territories](https://kubaru.io/help/creating-territories/): Kubaru can be used to assign records based on geographic territories. Learn how to define territories by countries, states, postal codes, and/or custom boundaries.
- [Territory Groups](https://kubaru.io/help/territory-groups/): Create Kubaru territory groups for different teams or customer segments and define the criteria that determine which records belong to each group.
- [Mapping Skills](https://kubaru.io/help/mapping-skills/): Define how skills relate to leads, cases, and other records that you want to assign.
- [Creating Skills](https://kubaru.io/help/creating-skills/): Learn how to define skills such as languages, certifications, service tiers, and more. Skills are used to control how records are assigned.
- [Toggling User Availability](https://kubaru.io/help/toggling-user-availability/): Learn how to set users as unavailable to prevent them from receiving assignments temporarily. You can also allow users to control their own availability.
- [Out of Office Schedules](https://kubaru.io/help/out-of-office-schedules/): Learn how to create and manage out of office schedules to prevent users from receiving assignments when they are away from work.
- [Holiday Schedules](https://kubaru.io/help/holiday-schedules/): Learn how to create and assign holiday schedules to prevent record assignment during holidays.
- [Distribution Schedules](https://kubaru.io/help/distribution-schedules/): Learn how to set up distribution schedules including how to assign them to routers and members.
- [Must be Logged into Salesforce](https://kubaru.io/help/must-be-logged-into-salesforce/): Learn how to pause assignments for members that are logged out of Salesforce. You can also pause assignments to members that have been idle.
- [Deleting Routers](https://kubaru.io/help/deleting-a-router/): Learn how to delete routers you no longer need. Alternatively, you can deactivate a router instead of deleting it.
- [Cloning Routers](https://kubaru.io/help/cloning-a-router/): Kubaru makes it easy to clone routers, including related items like connected queues, filters, members, etc.
- [Assignment Preview](https://kubaru.io/help/assignment-preview/): Use Assignment Preview in Kubaru to see which existing records qualify for a router and check its filter criteria before activation.
- [Prioritizing Your Router](https://kubaru.io/help/prioritizing-your-router/): Learn how to change the priority of a router. Records are evaluated against routers in order of priority.
- [Adding Members](https://kubaru.io/help/add-members/): Learn how to add one or more members to your routers. Members can be added manually or synced based on criteria you select.
- [Adding Filters](https://kubaru.io/help/add-filters/): Learn how to add filters to your Kubaru router. Filters limit which records from a connected queue are assigned by each router.
- [Connected Queues](https://kubaru.io/help/connected-queues/): Routers assign records from Salesforce queues to users. You must connect at least one queue before a router can be activated.
- [Duplicate Matching Routers](https://kubaru.io/help/duplicate-matching-routers/): Learn how to set up duplicate matching routers to ensure similar records are assigned to the same user.
- [User Lookup Routers](https://kubaru.io/help/user-lookup-routers/): User Lookup routers allow you to assign to users who are already populated in a user lookup field on the record itself, or on a related record.
- [Shark Tank Routers](https://kubaru.io/help/shark-tank-routers/): Shark tank routers (or “shark tanks”) allow users to claim records on a first come, first served basis. Users are notified when records are available to claim.
- [Skill-Based Routers](https://kubaru.io/help/skill-based-routers/): Skill-based routers assign records to users according to their skills. You can define any number of skills (e.g. language, product knowledge, service tier).
- [Territory Routers](https://kubaru.io/help/territory-routers/): Territory routers assign records to members according to geographic territories that you've defined.
- [Load Balance Routers](https://kubaru.io/help/load-balance-routers/): Load balance routers attempt to keep the active workload of each member even. Records are always assigned to the member with the lowest workload.
- [Round Robin Routers](https://kubaru.io/help/round-robin-routers/): Round robin routers assign records to each router member evenly. This helps to eliminate territory disputes and accurately measure member performance.
- [Creating Routers](https://kubaru.io/help/creating-routers/): Compare Kubaru router types and find setup instructions for round robin, load balancing, territories, skills, rules, and other assignment methods.
- [What Are Routers?](https://kubaru.io/help/understanding-kubaru-routers/): Learn about Kubaru routers and how they are used to assign leads, cases, and other records to Salesforce users.
- [Context Schedules](https://kubaru.io/help/context-schedules/): Learn how to use context schedules to exclude non-working hours when calculating how long a record has gone unworked.
- [Unworked Record Notifications](https://kubaru.io/help/unworked-record-notifications/): Configure Kubaru notifications to alert selected recipients when records remain unworked beyond a specified time.
- [Slack Integration Setup](https://kubaru.io/help/slack-integration/): Create a Slack app, configure a Salesforce remote site, and connect Slack to Kubaru to send assignment notifications.
- [Assignment Notifications](https://kubaru.io/help/assignment-notifications/): Explore Kubaru assignment notification methods and learn how to enable or disable email, Slack, Teams, mobile, and other alerts.
- [Do Not Assign Inactive Records](https://kubaru.io/help/do-not-assign-inactive-records/): Learn how to prevent inactive records from being assigned by Kubaru. This is helpful if you have inactive records in a queue connected to a router.
- [Pause During Phone Calls](https://kubaru.io/help/pause-during-phone-calls/): Learn how to set up custom phone integrations. You can use this feature to pause assignments to agents when they are on the phone.
- [Calculate Workloads in Real Time](https://kubaru.io/help/calculate-workloads-in-real-time/): Enable this feature to ensure user workloads are calculated in real time. This will minimize downtime between assignments.
- [Assign Converted Leads](https://kubaru.io/help/assign-converted-leads/): Kubaru routers automatically exclude converted leads from being assigned. However, it's possible to enable the assignment of converted leads.
- [Weights](https://kubaru.io/help/weights/): Member weighting is used to increase (or decrease) the portion of assignments that are made to individual router members.
- [Stack Time-Based Limits](https://kubaru.io/help/stack-time-based-limits/): Enabling the Stack Time-Based Limits feature makes it possible to assign individual router members a combination of hourly, daily, and/or weekly limits.
- [Time-Based Limits](https://kubaru.io/help/time-based-limits/): Learn how to use Time-Based Assignment Limits to set hourly, daily, and weekly limits on assignments for each user.
- [Workload Capacity](https://kubaru.io/help/workload-capacity/): Set workload capacity for Kubaru router members and define which record statuses count toward their active workload.
- [Workload Evaluation Scope](https://kubaru.io/help/workload-evaluation-scope/): Define which records should be counted when calculating user workload. You can choose to include records assigned by the router or any source.
- [Workload Evaluation Method](https://kubaru.io/help/workload-evaluation-method/): Choose how Kubaru measures member workloads for load balancing and workload capacity, using record counts, workload values, or a user field.
- [Pause During Calendar Events](https://kubaru.io/help/pause-during-calendar-events/): Learn how to pause assignments to members whose Salesforce calendar indicates they are unavailable.
- [Backups for Out Of Office Users](https://kubaru.io/help/backups-for-out-of-office-users/): You can designate backups for users that are out of office. While a user is out of office, their designated backup will receive assignments in their place.
- [How to Uninstall Kubaru](https://kubaru.io/help/how-to-uninstall-kubaru/): Learn how to uninstall Kubaru. We also show you some common errors you might receive when uninstalling and how to fix them.
- [Tracking Response Times](https://kubaru.io/help/tracking-response-times/): Kubaru allows you to track how long it takes users to respond to assignments. This is a crucial metric for evaluating the effectiveness of your assignment strategy.
- [Router Description Field](https://kubaru.io/help/router-description/): Learn how to enable the router description field. This adds an extra field to your routers where you can enter a description of the router.
- [Reassignment](https://kubaru.io/help/reassignment/): Learn how to use reassignment rules to reassign records that have gone unworked for too long.
- [Overflow Behavior](https://kubaru.io/help/overflow-behavior/): Overflow behavior specifies what happens to records when there are no members available to receive assignments. Learn how to modify this behavior.
- [Assignment Ordering](https://kubaru.io/help/assignment-ordering/): Learn how to change the order in which records are assigned. By default, records are assigned oldest to newest.
- [Priority Members](https://kubaru.io/help/priority-members/): Learn how to add members to the priority queue. You can add members to the priority queue if you'd like them to receive an additional assignment.
- [Field Updates](https://kubaru.io/help/field-updates/): Learn how to use the field update feature to automatically update fields on records when they're assigned.
- [Creating Team Members](https://kubaru.io/help/creating-team-members/): Kubaru gives you the ability to automatically create Salesforce account team members when records are assigned.
- [Router Change History](https://kubaru.io/help/router-change-history/): Changes made to routers are tracked in the Kubaru Router History section of each router. This log provides useful information for troubleshooting issues.
- [Assignment Matching](https://kubaru.io/help/assignment-matching/): You can enable assignment matching to ensure similar records are always assigned to the same user. Learn how to configure settings for assignment matching.
- [Trigger-Based Assignments](https://kubaru.io/help/trigger-based-assignments/): Kubaru assigns most records within one minute. However, you can enable Trigger-Based Assignment if records need to be assigned immediately.
- [Utility Settings](https://kubaru.io/help/utility-settings/): Customize the Kubaru Utility with assignment display options, Shark Tank settings, optional features, and settings for individual Salesforce objects.
- [Log Settings](https://kubaru.io/help/log-settings/): Configure how long Kubaru retains assignment logs and migration history, and when failed assignment logs stop retrying.
- [Workload Settings](https://kubaru.io/help/workload-settings/): Configure how Kubaru calculates user workloads by choosing status fields, active record statuses, and workload values for each Salesforce object.
- [Kubaru Running User](https://kubaru.io/help/running-kubaru-user/): Configure the Kubaru running user in Salesforce, including required licenses, roles, permissions, and options for administrator or granular access.
- [Kubaru Admin Alerts](https://kubaru.io/help/kubaru-admin-alerts/): There are several automated email notifications that are sent whenever abnormal behavior is detected within Kubaru. Learn how to receive these alerts.
- [Rolling Time-Based Limits](https://kubaru.io/help/rolling-time-based-limits/): Enable rolling assignment limits in Kubaru and compare them with fixed hourly, daily, and weekly periods.
- [Service Level Agreement](https://kubaru.io/help/service-level-agreement/): Learn about our support service level agreement (SLA), including guaranteed uptime, software updates, and customer support.
- [Enabling Email Notifications in Sandbox](https://kubaru.io/help/enabling-email-notifications-in-sandbox/): Enable email delivery in a Salesforce sandbox so you can test Kubaru email notifications after creating or refreshing the sandbox.
- [Mobile Notification Setup](https://kubaru.io/help/mobile-notification-setup/): Learn how to set up mobile notifications for Kubaru. Mobile notifications will be sent to users via the Salesforce mobile app.
- [Modifying the Email Template](https://kubaru.io/help/modifying-the-email-template/): You can choose which fields are displayed in email notifications for each object. Follow these steps to modify the template for a standard object.
- [Invalid Filter Logic](https://kubaru.io/help/invalid-filter-logic/): Resolve invalid Kubaru filter logic by checking filter references, missing conditions, and parentheses around combined AND and OR expressions.
- [Push Notifications Not Working](https://kubaru.io/help/push-notifications-not-working/): Troubleshoot Kubaru push notifications in Google Chrome by checking Windows notification settings, browser permissions, and updates.
- [Sound Notifications Not Playing](https://kubaru.io/help/sound-notifications-not-playing/): Troubleshoot Kubaru assignment sounds by checking computer audio, Kubaru Utility settings, and browser sound permissions.
- [System.NullPointerException: Attempt to de-reference a null object](https://kubaru.io/help/systemnullpointerexception-attempt-to-de-reference-a-null-object/): This error may need help from Kubaru support. Learn how to update Kubaru and contact our support team if the issue continues.
- [System.LimitException: Apex CPU time limit exceeded](https://kubaru.io/help/systemlimitexception-apex-cpu-time-limit-exceeded/): There are several factors that can contribute to exceeding the Apex CPU time limit. Learn how to debug and resolve this error.
- [Flex Queue is Full](https://kubaru.io/help/flex-queue-is-full/): Investigate a full Salesforce Apex Flex Queue, identify jobs consuming processing capacity, and review options to restore Kubaru processing.
- [Future method cannot be called from a future or batch method](https://kubaru.io/help/future-method-cannot-be-called/): This error is caused by a future Apex method in your org being called from within a Kubaru batch Apex job. Learn how to resolve this error.
- [AsyncApexExecutions Limit exceeded](https://kubaru.io/help/asyncapexexecutions-limit-exceeded/): Troubleshoot the Salesforce AsyncApexExecutions limit by identifying high-volume asynchronous jobs and reviewing ways to reduce usage.
- [Granting Temporary Support Access](https://kubaru.io/help/granting-temporary-support-access/): Find out how to grant our support technicians temporary access to your Salesforce org so we can troubleshoot any issues you encounter.
- [How to Cancel Kubaru](https://kubaru.io/help/how-to-cancel-kubaru/): Use the Kubaru contact form to cancel your subscription at any time. Customers who purchased through AppExchange can also cancel there.
- [Update Payment Method](https://kubaru.io/help/updating-payment-methods/): You can follow these instructions to update your payment methods if you purchased Kubaru through the Salesforce AppExchange.
- [Adding and Removing Licenses](https://kubaru.io/help/how-to-purchase-licenses/): Learn how to purchase additional Kubaru licenses or cancel licenses you no longer need.
- [Billing FAQs](https://kubaru.io/help/billing-faq/): Find answers to common Kubaru billing questions, including pricing, volume discounts, trials, and subscription management.
- [How to Purchase](https://kubaru.io/help/how-to-purchase/): Find out how to purchase Kubaru for your business. If you haven't already, you'll need to install Kubaru before you purchase.

## Customer Stories
- [The Loan Store Boosts Efficiency and Team Morale with Kubaru](https://kubaru.io/customer-stories/the-loan-store/): The Loan Store eliminated manual case distribution and improved operational efficiency and team morale with Kubaru.
- [Exclaimer Streamlines Standard and Custom Record Assignments with Kubaru](https://kubaru.io/customer-stories/exclaimer/): Exclaimer centralized assignment logic and streamlined the routing of cases, opportunities, and tasks with Kubaru.
- [Conga Achieves Agile Lead Assignment with Kubaru](https://kubaru.io/customer-stories/conga/): Conga automated more than 200,000 lead assignments and increased speed-to-lead by 40% with Kubaru.
- [Ooma Supercharges Lead Response & Sales Efficiency with Kubaru](https://kubaru.io/customer-stories/ooma/): Ooma reduced lead response time by more than 20% and increased lead conversions by more than 10% with Kubaru.