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# Kubaru: Are you looking for a better way to assign leads, contacts, cases, opportunities, and other records in Salesforce? Kubaru provides all the tools you need to optimize your assignment strategy. Start your free 30 day trial today!

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

## Posts
- [Q-Assign Pricing: What Changed, What It Costs, And What To Consider](https://kubaru.io/blog/q-assign-pricing/): Q-Assign recently moved from per-user pricing to a per-assignment model. Previous pricing started at an estimated $36 to $38 per user per month, but the new model is quote-only, so you'll need to contact sales to find out what your team will pay.
- [Plauti Pricing: What It Costs And What You Actually Get](https://kubaru.io/blog/plauti-pricing/): Plauti does not publish its pricing, so every customer receives a custom quote. Third-party data suggests contracts range from a few thousand dollars to more than $37,000 per year, depending on the products you choose. If routing is your main priority, the final price will largely depend on whether you buy Plauti Assign on its own or as part of the wider platform.
- [Distribution Engine Pricing: A Clear Breakdown for 2026](https://kubaru.io/blog/distribution-engine-pricing/): Distribution Engine's plans range from $20 to $55 per user per month (billed annually). Most teams will likely need the $35 Advanced plan, with a five-user minimum. Premier Support is available for an additional 20%. 
- [8 Best Plauti Alternatives for Salesforce Routing in 2026](https://kubaru.io/blog/blog-plauti-alternatives/): Plauti works well for Salesforce data quality, but it may feel like more than you need if routing is your main focus. Here are our top three Plauti alternatives for teams looking for more flexible assignment. 
- [The Complete Guide to Automated Lead Routing in Salesforce](https://kubaru.io/blog/automated-lead-routing/): Automated lead routing helps you assign leads in Salesforce without manual handoffs. Instead of sorting records one by one, routing rules send leads to the right rep based on territory, workload, ownership, skills, or other criteria you define. This guide explains how lead routing works, the most common routing methods, what Salesforce can handle natively, and when a dedicated routing tool starts to make sense.
- [Salesforce Case Assignment Explained: Setup, Limitations, and What Comes Next](https://kubaru.io/blog/salesforce-case-assignment/): Salesforce case assignment helps support teams route incoming cases to the right agent or queue. This guide explains how case assignment works in Salesforce, including assignment rules, queues, and escalation rules. It covers the setup process, where native tools work well, where they fall short, and how a dedicated tool like Kubaru can fill the gaps when your team outgrows what Salesforce provides out of the box.
- [7 Lead Routing Best Practices for Sales and RevOps Teams](https://kubaru.io/blog/lead-routing-best-practices/): A better routing setup gives Sales and RevOps teams a clearer way to keep leads moving without relying on constant manual fixes. It also makes routing easier to adjust when territories change, new reps join, or lead sources evolve. This guide walks through seven best practices that can help your team build a faster, more reliable lead routing process.
- [8 Best Traction Complete Alternatives for Salesforce Lead Routing](https://kubaru.io/blog/traction-complete-alternatives/): Traction Complete is a capable RevOps suite, but if routing is your main priority, there are more focused (and more affordable) options. Here are our top three picks:
- [8 Sweep Alternatives Worth Considering for Salesforce Routing (2026)](https://kubaru.io/blog/sweep-alternatives/): If Sweep's broad Salesforce management platform is more than you need for routing, there are better-fit options. Here are our top three picks:
- [LeanData vs. Sweep: Which Salesforce Routing Tool Is Better in 2026?](https://kubaru.io/blog/leandata-vs-sweep/): LeanData is the better pick if you need complex routing logic with deep lead-to-account matching inside Salesforce. Sweep is the better pick if you want routing bundled with broader Salesforce admin tooling and faster setup. If routing is your only priority, Kubaru gives you deeper assignment features at $20/user/month with no tier gates.
- [Opportunity Management in Salesforce: How to Track Sales Effectively](https://kubaru.io/blog/opportunity-management-salesforce/): Salesforce opportunity management gives sales teams a structured way to track deals, maintain ownership, and forecast revenue. But default settings and manual processes break down as teams scale. This guide covers how to configure stages, build pipeline visibility, improve forecasting, and solve the ownership problems that most teams hit as they grow.
- [LeanData Pricing 2026: Plans, Estimated Costs, and a Smarter Alternative](https://kubaru.io/blog/leandata-pricing-guide/): LeanData's last publicly disclosed pricing ranged from $39/user/month (Standard) to $59/user/month (Premium), with custom pricing for Enterprise. LeanData has since removed pricing from its website, so current costs may differ. Add-ons like BookIt and implementation fees (15–25%) increase total cost.
- [10 Best Chili Piper Alternatives for Smarter Salesforce Lead Routing Reviewed](https://kubaru.io/blog/chili-piper-alternatives/): 78% of buyers choose the first company that responds. Fast, reliable lead routing helps Salesforce teams respond to new leads quickly and convert more opportunities. This guide reviews 10 Chili Piper alternatives for smarter lead routing. We compared features, capabilities, and pricing so you can find the right fit for your business.
- [What Is Lead Response Time (+ How To Improve It)](https://kubaru.io/blog/lead-response-time/): Lead response time measures how fast your sales team contacts a new lead. Responding within five minutes can make leads 21x more likely to convert. This guide covers key benchmarks, the factors that slow teams down, and practical strategies (including automated routing with Kubaru) to consistently hit those targets.
- [Salesforce Entitlements and Milestones: How They Help You Manage SLAs](https://kubaru.io/blog/salesforce-entitlements-and-milestones/): Salesforce entitlements define the support each customer is promised. Milestones enforce those promises with time-based targets like first response and resolution deadlines. Together, they form Salesforce's native SLA management system.
- [Salesforce Lead Routing: Methods, Mistakes & Best Practices](https://kubaru.io/blog/salesforce-lead-routing-guide/): Salesforce lead routing automatically assigns incoming leads to the right reps based on criteria like territory, skill, and availability. Done well, it cuts response times, prevents dropped leads, and scales with your team. This guide covers the main routing methods, setup steps, common mistakes, and best practices to get it right.
- [MQL, SAL, and SQL: A Complete Guide to Lead Qualification Stages](https://kubaru.io/blog/mql-sal-sql-lead-qualification-stages/): Lead qualification is essential to ensure that sales and marketing teams are focused on the prospects that are most likely to become customers. A well-defined lead qualification process helps both teams stay aligned. This starts with defining your lead qualification stages, including marketing qualified leads (MQL), sales accepted leads (SAL), and sales qualified leads (SQL). In this article, we'll explain the definitions for each of the lead qualification stages and show how they work together to improve handoffs, boost conversion rates, and build a more efficient sales pipeline.
- [A Comprehensive Guide to Salesforce Omni-Channel](https://kubaru.io/blog/salesforce-omni-channel/): Omni-Channel is a native Salesforce feature that routes work items to users in real time based on availability, priority, and capacity. It is most commonly used in Service Cloud to distribute customer support cases across agents.
- [16 Best Salesforce Lead Routing Software (Ranked & Compared)](https://kubaru.io/blog/best-salesforce-lead-routing-software/): We compare the 16 best Salesforce lead routing software solutions to help sales teams assign incoming leads quickly and accurately within the Salesforce CRM system. We will cover key features, pros and cons, and pricing to help you make an informed decision suited to your needs.
- [Salesforce Assignment Rules: Setup, Tips & Best Practices](https://kubaru.io/blog/salesforce-assignment-rules/): Salesforce Assignment Rules decide who receives new leads and cases as they enter your system. This guide shows you how they work, how to set them up, and how to choose the right rule mix for your team. If you need more flexibility than standard rules provide, Kubaru offers a native, business-friendly way to automate complex assignment logic.
- [Salesforce Territory Management Explained: Best Practices for Success](https://kubaru.io/blog/salesforce-territory-management/): Salesforce’s original territory management feature was replaced in 2021 with a feature called “Enterprise Territory Management” (or “Territory Management 2.0”). Since then, the name has been shortened to simply "Salesforce Territory Management".
- [Salesforce Lead to Account Matching: What It Is and How to Set It Up](https://kubaru.io/blog/salesforce-lead-to-account-matching/): Lead to account matching automatically connects incoming leads to existing accounts in your Salesforce database. When configured correctly, it identifies whether a new lead belongs to a current customer, populates the account relationship, and supports smarter routing.
- [Salesforce Deduplication: What It Is + 5 Strategies for Managing Duplicates](https://kubaru.io/blog/salesforce-deduplication/): Salesforce deduplication removes or prevents duplicate records that clutter your CRM, skew reporting, and waste sales team time. This guide covers what Salesforce deduplication is, why it matters, and six proven strategies from native Salesforce tools to automated assignment routing that keep your data clean and your teams productive.
- [Salesforce Lead Management: What It Is, Best Practices, and Tools](https://kubaru.io/blog/salesforce-lead-management/): For a side-by-side comparison of the leading platforms, see our roundup of the 10 best Salesforce lead management software tools.
- [How to Build a Salesforce Ticketing System That Scales](https://kubaru.io/blog/salesforce-ticketing-system/): A Salesforce ticketing system routes support requests to the right people fast enough that nothing falls through. This guide walks through how to configure case management in Salesforce, where the standard tools start to break down, and how to automate assignment so your system scales without constant admin intervention.
- [How to Improve Skill-Based Routing in Salesforce with Kubaru: Our Step-by-Step Guide](https://kubaru.io/blog/skill-based-routing-salesforce/): Skill-based routing in Salesforce automatically assigns leads, cases, and other records to the most qualified agent based on their skills. In this guide, you’ll learn when to use skill-based routing, how to set it up with Salesforce’s native tools, and how Kubaru simplifies and enhances the routing process to boost efficiency and improve customer outcomes.
- [We Reviewed the Top 5 Q-assign Alternatives for Streamlined Salesforce Assignment](https://kubaru.io/blog/q-assign-alternatives/): This guide breaks down the top 5 Q-assign alternatives: Kubaru, Sweep, LeanData, LeadAngel, and SalesWings. We compare their routing capabilities, object coverage, pricing, scalability, and ease of use to help you quickly identify the best fit for your Salesforce team.
- [Here Are Our Top 5 Distribution Engine (By NC Squared) Alternatives For Optimizing Salesforce Record Routing](https://kubaru.io/blog/distribution-engine-alternatives/): This guide breaks down the top 5 Distribution Engine alternatives: Kubaru, LeanData, Q-assign by Ortoo, Chili Piper, and Traction Complete. We compare their key features, pricing, strengths, and ideal use cases so you can quickly identify the best routing solution for your Salesforce team.
- [We Reviewed the Top 10 LeanData Alternatives for Smarter Lead Routing in Salesforce](https://kubaru.io/blog/leandata-alternatives/): This guide breaks down the top 10 LeanData alternatives: Kubaru, NC Squared, Q-assign by Ortoo, Plauti, Sweep, Traction Complete, Chili Piper, LeadAngel, PowerRouter, and Default. We compare features, pricing, and ideal use cases to help you quickly identify the tool that matches your routing needs.
- [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/): If you want round robin Salesforce assignment that scales without constant admin work? Kubaru makes it easy. Business users can update routing rules themselves, adjust capacity and add team members without waiting on IT, workload based assignment and flexible schedules so you can match distribution to how your team actually works. In short, Kubaru gives you a cleaner, more flexible way to round robin across your CRM.
- [10 Best Salesforce Lead Distribution Software (Ranked & Compared)](https://kubaru.io/blog/best-salesforce-lead-distribution-software/): We looked at the top options and focused on those that automate lead distribution within Salesforce. Kubaru wins with weighted round robin, unlimited routing rules and business user control— all at a lower price point than enterprise options. LeanData has the depth large companies need for account-based distribution and NC Squared has rotation and territory logic for mid-market teams.
- [10 Best Salesforce Lead Management Software (Ranked & Compared)](https://kubaru.io/blog/best-salesforce-lead-management-software/): In this guide, we compare the 10 best Salesforce lead management software tools. 
- [Speed-to-Lead: Five Tips for Responding in Five Minutes or Less](https://kubaru.io/blog/speed-to-lead/): Speed-to-lead is the total amount of time it takes to respond to a lead. Research shows that if your speed-to-lead is greater than five minutes, you lose valuable opportunities for customer connection and conversion.
- [How to Calculate (and Reduce) Your Customer Acquisition Cost](https://kubaru.io/blog/customer-acquisition-cost/): Have you ever considered how much your company spends to obtain a single customer? If you’re not calculating customer acquisition cost (CAC) you may be reading the signals all wrong. Even when business seems to be booming, if it’s costing you more to attract that business than what you get in return, you are in an untenable position that doesn’t often end well.
- [Net Revenue Retention Explained: Increase Your Revenue Growth in 2024](https://kubaru.io/blog/net-revenue-retention/): Imagine you're sailing the vast ocean of subscription-based business, where the winds of customer churn and revenue expansion constantly shift. In this unpredictable sea, there's one compass that guides you: Net Revenue Retention (NRR).
- [A Comprehensive Guide to Data Enrichment for B2B Sales Success](https://kubaru.io/blog/data-enrichment/): Imagine you're at a party, and you spot someone you'd like to get to know. You have their name and a vague idea of what they do, but that's about it. Now, what if you had a magic lens that could instantly tell you more about them - their interests, their job title, where they're from, and so on? That's exactly what data enrichment does in the world of B2B sales! It's like having a superpower that lets you see beyond the surface, giving you a deeper understanding of your prospects and customers.
- [Selling with Wisdom: Famous Quotes from Sales Legends](https://kubaru.io/blog/famous-quotes-from-sales-legends/): In the world of sales, inspiration is a key element for driving performance, motivation, and resilience. Over the years, many great thinkers, entrepreneurs, and sales experts have shared their insights in the form of memorable quotes, providing guidance and motivation for anyone in the sales industry. 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/): In the quest to convert leads into loyal customers, every digital marketer has a secret weapon at their disposal—lead scoring. This often-undervalued technique can pave the way for exponential business growth, driving your marketing efficiency to unparalleled heights. This comprehensive guide aims to demystify lead scoring, delving into its importance, basic concepts, and practical applications. You'll learn how to create your ideal customer profile, assign point values, and implement lead scoring as part of your marketing strategy. We'll also discuss advanced lead scoring techniques and how to avoid common pitfalls. So, are you ready to master the art of lead scoring? Let's dive in!
- [Harnessing the Power of Account-Based Marketing (ABM)](https://kubaru.io/blog/account-based-marketing/): Navigating the choppy waters of digital marketing can feel like a daunting task. From content marketing to social media, SEO to PPC, there's a deluge of strategies to explore. Among these stands a strategy that has been particularly effective in the B2B landscape—Account-Based Marketing (ABM).  ABM shifts the marketing focus from wide-reaching campaigns to tailored strategies aimed at specific accounts. Today, we'll unravel the concept of ABM, explaining what it is, why it matters, and how you can launch your own targeted campaign. Let’s dive in!
- [How to Improve Customer Retention and Loyalty in 2023](https://kubaru.io/blog/customer-retention/): Customer retention is one of the most important metrics for any business. It measures how many customers stay loyal to your brand over time and keep buying your products or services. Customer retention is crucial for increasing your revenue, reducing your acquisition costs, and building a strong reputation in your industry.
- [Mastering MEDDIC: A Guide for Sales Professionals](https://kubaru.io/blog/meddic/): If you're a sales professional, you've probably heard of MEDDIC. It's a sales methodology that helps you qualify and close complex B2B deals. MEDDIC stands for Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion. By following these steps, you can align your solution with the customer's needs, influence the decision makers, and overcome objections.
- [5 Lead Qualification Strategies and Why They Work](https://kubaru.io/blog/lead-qualification-strategies/): Welcome to lead qualification frameworks. Lead qualification frameworks give you a set of criteria to weigh different leads, or potential customers. This criteria can help you decide which customers to invest in by determining the most qualified leads. In this case, asking the right questions won’t give you the best toaster, but the best lifelong customers.
- [What is RevOps](https://kubaru.io/blog/what-is-revops/): RevOps is a buzzword that you might have heard a lot lately, but what does it actually mean? Revenue operations (RevOps) is a strategic approach to aligning and optimizing all the functions that contribute to revenue growth, such as marketing, sales, customer success, and finance. RevOps aims to break down the silos between these teams and create a unified revenue engine that drives business performance. Sounds good, right? Let's dive into the details of how RevOps works and how you can get started with it.
- [How to Craft a Winning SLA for Sales and Marketing](https://kubaru.io/blog/sales-and-marketing-sla/): The good news? A well-crafted service level agreement (SLA) can help you align marketing and sales and keep internal conflict from jeopardizing your business success.
- [Five Ways Round-Robin Assignment Can Help You Manage Leads](https://kubaru.io/blog/round-robin-lead-assignment/): More and more companies are abandoning traditional sales territories in favor of round robin lead assignment. It’s not hard to see why. Sales territories are difficult to manage and often result in feelings of inequality among sales team members.
- [Improve Your Lead Assignment Strategy with These 10 Tips](https://kubaru.io/blog/10-tips-to-improve-lead-assignment/): Everyone knows that finding the right lead is important. But it’s just as important to get leads to the right person at the right time. To do this, you need a good lead assignment strategy. This article introduces twelve industry best practices to help you organize your team and assign your leads strategically.

## Pages
- [Route any Salesforce object with Kubaru](https://kubaru.io/custom-object-routing/): 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.
- [Automated opportunity routing for Salesforce](https://kubaru.io/opportunity-routing/): Opportunity routing should be easy to manage as your sales team grows. Kubaru helps you assign deals automatically, update routing without custom workarounds, and keep opportunities moving through your pipeline.
- [Salesforce SLA management that works on more than just cases](https://kubaru.io/salesforce-sla-management/): Salesforce entitlements and milestones only cover cases and work orders. Once you need SLAs on leads, opportunities, or custom objects, or escalation actions beyond an email alert, you're stuck building custom solutions. Kubaru handles all of it natively.
- [Kubaru vs PowerRouter](https://kubaru.io/compare/powerrouter/): Don't let tiered pricing and hidden surcharges inflate your budget. Kubaru is the simple, high-performance alternative to PowerRouter, delivering a robust set of features and high-priority support in one affordable package with no gated upgrades.
- [Kubaru vs Plauti Assign](https://kubaru.io/compare/plauti/): Kubaru delivers high-performance routing that is significantly easier to set up and manage. Avoid the administrative burden of Plauti Assign (formerly SuperRoundRobin) with an intuitive interface designed to keep your sales and operations teams moving fast.
- [Kubaru vs LeanData](https://kubaru.io/compare/leandata/): Kubaru offers the powerful routing features you need in an easier-to-use solution that removes the technical complexity, months of implementation, and the "tier-restricted" limits that lock away the features you need.
- [Kubaru vs Salesforce Omni-Channel](https://kubaru.io/compare/salesforce-omni-channel/): Get the features you need without the administrative headache. Kubaru fills the gaps in Salesforce Omni-Channel, providing a more advanced and easier-to-use distribution solution for both sales and support teams.
- [Kubaru vs Q-Assign](https://kubaru.io/compare/q-assign/): Ditch the complex configuration and hidden fees associated with Q-assign. Kubaru delivers robust, Salesforce-native routing with transparent pricing and an intuitive user interface that just makes sense.
- [Kubaru alternatives for Salesforce lead routing & assignment](https://kubaru.io/compare/): Evaluating Salesforce routing tools? We get compared to LeanData, Chili Piper, Distribution Engine, Q-Assign, and others. Here's how each one stacks up and where Kubaru fits for teams that want focused routing without the platform overhead.
- [Kubaru vs Distribution Engine](https://kubaru.io/compare/distribution-engine/): Kubaru provides the powerful routing features you need--territories, round robin, and skills--without the complex tiers or hidden support fees.
- [Customer Stories](https://kubaru.io/customer-stories/): Explore success stories from customers that unlocked more conversions and smarter pipelines with Kubaru.
- [Salesforce Case Assignment Software](https://kubaru.io/salesforce-case-assignment/): Improve resolution time and increase customer satisfaction scores using advanced case assignment features from Kubaru.
- [Salesforce Lead Routing Software](https://kubaru.io/salesforce-lead-routing-software/): Try Kubaru — Salesforce lead routing software (30-day free trial).
- [Security](https://kubaru.io/features/security/): Kubaru is built entirely on the Salesforce Lighting platform–providing unmatched performance and data security.
- [Assignment Logs](https://kubaru.io/features/assignment-logs/): Kubaru provides detailed assignment logs to help admins understand exactly how Kubaru is assigning records.
- [Response Time Tracking](https://kubaru.io/features/response-time-tracking/): Kubaru monitors the response time for each assignment. You’ll 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/): Do you want to give your Salesforce users a way to claim leads, cases, and other records from a shark tank? Kubaru provides the missing features you’ve been looking for.
- [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 has everything you need. 
- [Rule-based assignment](https://kubaru.io/features/rule-based-assignment/): Are you struggling with Salesforce assignment rules? Kubaru makes it easy to automate complex assignment logic without the limitations of standard 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 (e.g., language, product knowledge, service tier). Learn more about how to set up skill-based routing in Salesforce.
- [Load balancing](https://kubaru.io/features/load-balancing/): Kubaru load balanced routers make it easy to automatically assign leads, cases, and other records 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.
- [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 that provides powerful features for automating the assignment of leads, cases, and other records. 
- [Privacy Policy](https://kubaru.io/privacy-policy/): This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use Our Website and tells You about Your privacy rights and how the law protects You.
- [Pricing](https://kubaru.io/pricing/): At $20/user/month with every feature included, Kubaru costs up to 65% less than comparable tools. No tiers, no add-ons, and free lifetime support included. Not ready to purchase yet? Visit our AppExchange listing to start a free 30-day trial.
- [Blog](https://kubaru.io/blog/): Browse our blog to learn how Kubaru can transform your sales pipeline into a lead conversion machine.
- [Partner Program](https://kubaru.io/partners/): Are you a Salesforce consultant? Join our growing partner network.
- [Contact Us](https://kubaru.io/contact/): Please email us or fill out the form below. We'll respond in a few short minutes.
- [Features](https://kubaru.io/features/): Absolutely! You can start a free trial at any time by navigating to our AppExchange listing and clicking “Get It Now”. The free trial lasts 30 days and includes all features. There’s no obligation or credit card required.

## Help Center
- [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. Each rule will assign the records that meet the specified conditions to a specified user, queue, or group of users.
- [Migration](https://kubaru.io/help/migration/): The Migration feature makes it easy to transfer your Kubaru components (e.g., routers, territories, skills, etc.) from one Salesforce org to another. This is especially useful for deploying changes from a sandbox to production.
- [Assignment Logs](https://kubaru.io/help/assignment-logs/): The Assignment Logs contain a detailed record of all assignments made. You can find the assignment logs by expanding the Admin tab in the navigation menu and clicking Logs.
- [Release Notes](https://kubaru.io/help/release-notes/): Version 6.4 New Features and Improvements SLA Policies: Build powerful SLA policies to keep your team accountable. Set your targets, automate your follow-ups, and clearly monitor whether you are meeting your internal and customer-facing commitments. See Advanced SLAs for more information. Assignment Test: Ensure your routing logic is airtight by simulating record assignments. Each test generates a comprehensive decision path log, providing full transparency into the routing logic to help you troubleshoot and optimize your assignment strategy without affecting live data. See Assignment Test for more information. Microsoft Teams Notifications: Kubaru now supports Microsoft Teams as a fully integrated notification channel for assignments. See Microsoft Teams Integration Setup for more information. Custom Email Notification Templates: You now have full control over the design and messaging of assignment and shark tank alerts. To learn how to build your own email template, check out our guide on Custom Email Notification Templates. Export Assignment Logs: Assignment logs can now be exported directly to Excel with a single click. Your export will automatically reflect any active filters. See Assignment Logs for more information. Migrator Improvements: We’ve optimized the component selection panel to provide a more intuitive experience. Components are now logically grouped and sorted, making it faster and easier to find and select exactly what you need. See Migration for more information. API Field Names: When multiple fields share the same label, the API name is now shown in parentheses in field picklists to help you distinguish between them. Individual Shark Tank Alerts: Email notifications are now sent to each member individually instead of CC’ing the entire group on a single thread. Other bug fixes and performance improvements. Version 6.3 New Features and Improvements Shark Tank Preview: Users can now preview additional details before deciding to claim a record from the shark tank. Admins can choose what details to include in the preview panel and optionally lock records to prevent multiple users from previewing the same record. See Shark Tank Preview for more information. Skills for the Shark Tank: It’s now possible to enable skills in shark tank routers. If enabled, users will only be able to view and claim records that match their skills. Off-Hour Schedules: Define specific blocks of time during which assignments should not be made. See Off Hour Schedules for more information. Clone Rules: It’s now possible to clone rules with the click of a button. See Rule-Based Routers for more information. Locale Support: Date, date/time, and picklist filter values now automatically display in your local language and format rather than the locale of the of the user who last updated the field. Other bug fixes and performance improvements. Version 6.1/6.2 New Features and Improvements Adaptive Round Robin: Awards credits to team members for records missed while absent. These credits translate into additional assignments when they return, ensuring even distribution of records among team members despite varying schedules.   Decision Path: Dive deep into individual assignment logs to understand the exact reasoning behind Kubaru’s record assignments. Easily identify why records were assigned or skipped, enabling you to quickly troubleshoot issues.  Block Schedules: It’s now possible to define multiple hour blocks per day when creating distribution schedules. This allows schedules to account for lunches and other breaks.  Read Only: This new user role lets users view all Kubaru settings without the ability to make changes. This is the perfect role for executives who need transparency without the need to edit configurations.  Reimbursement: The reimbursement feature has been expanded to be compatible with rule-based, skill-based, and territory routers.   Other bug fixes and performance improvements.  Version 6.0 New Features and Improvements New User Interface: Kubaru's user interface has been completely redesigned to be more intuitive, modern, and user-friendly. This update also lays the groundwork for upcoming features we're actively developing. Lightning Web Components (LWC): Kubaru has been rebuilt using Lightning Web Components to enhance performance, scalability, and security. LWC is Salesforce's latest framework, designed to be lightweight and optimize speed and efficiency by leveraging modern web standards. Simplified User Management: Managing users is now easier than ever. Admins can add new users and assign roles directly within Kubaru. Licenses and permissions are then automatically provisioned based on the assigned role. See our Managing Users article for more information. Expanded Migrator Functionality: The migration tool now supports skills, territories, schedules, and object settings. You can also view a detailed history of imports and exports. Enhanced Router History: Auditability has significantly improved—you can now access a much larger set of router change logs than before. Plus, our advanced search tools make it easier to quickly find what you're looking for. Smarter Alerts: Kubaru now proactively highlights critical issues that require your attention, surfacing key alerts throughout the app so you can stay ahead of any potential disruptions. Streamlined Metadata Deployment: You can now deploy territory fields, Apex triggers, and the Kubaru Utility from directly within the app—eliminating the need to switch between Kubaru and Salesforce Setup. Users as Connected Queues: You can now select users as connected queues for any object. Version 5.10 New Features Territory Import/Export: it's now possible to import bulk changes to territories using a CSV. You can export your existing territories to Excel, make changes, and then import those changes in seconds. Version 5.9 New Features Backup Users: You can now designate backup to receive assignments while a user is out of office. Improvements Your custom phone integration code can now run automatically as part of Kubaru's recurring background jobs. This allows your code to run nearly in real time. You can now grant users the ability to edit Kubaru assignment logs by granting them the "Edit Assignment Logs" custom permission. Other various bug fixes. Version 5.8 New Features Territory Groups: It's now possible to create separate sets of territories for different teams and/or customer segments. For example, you might create one set of territories for your enterprise sales team and another for your SMB sales team. Version 5.7 New Features Any territories you create will now automatically be created as skills and included in a default skill group called "Kubaru Territories". This skill group can be selected in your skill-based routers, making it possible to assign records based on both territories and skills. Improvements Calculate Workloads in Real Time: Enabling this feature will result in workloads being recalculated immediately when records are created or edited. Other various improvements and bug fixes. Version 5.6 New Features Shark Tank: Rather than assigning records to users, shark tank routers notify members of available records so they can claim them.  Kubaru Utility: This lightning component provides your users with quick access to the following features from anywhere in Salesforce: View recent assignments Claim records from one or more shark tanks. Update status to available or unavailable (if permitted). Manage out of office schedules (if permitted). Manage notification settings.  NEW Notifications: We've introduced five new types of assignment notifications: Toast notifications Push notifications Chatter posts Sound alerts Slack messages Workload Evaluation Scope: It's now possible to limit your workload calculations to assignments from a particular router. Workload Evaluation Method: We've added a new option for calculating user workload based on a field on the user record. This is useful if you want to create your own custom calculations for workloads based on any object (or combination of objects).  Salesforce Teams: You can now automatically create Account, Opportunity, and Case Team Members when an assignment is made. Skill-Based Assignment Weighting (beta):  You can now apply member weighting within your skill-based routers. Improvements We've improved the reassignment feature to ensure that reassigned records do not go to the same person twice in row. You can now use context schedules for reimbursement. It's now possible to have trigger-based assignment operate on batches up to a certain batch size that you define. It's now possible to associate holiday schedules with individual router members. It's now possible to assign converted leads. Various other bug fixes and stability improvements. Version 5.4 New Features Skill-Based Routing is now available! Assign records based on skills such as languages, certifications, service tier, industry knowledge, etc.  Pause During Calendar Events allows you to pause members from receiving assignments during specified calendar events.  It's now possible to create Related Object Filters that traverse up to 5 related objects.  It's now possible to customize which columns are displayed on the Kubaru Routers tab by clicking the "Columns Displayed" button.  Improvements An optional description field has been added to routers. See Router Description Field for more information. We've improved how permission-based errors are reported to give administrators greater visibility while troubleshooting issues related to permissions.  User roles are now displayed under each user's name throughout the application.  Users with the Kubaru Manager permission set now have access to edit members of rule-based routers.  A "Match Assignee" option has been added to rule-based routers. When assigning to a group using round robin or load balance, it's possible to ensure that secondary assignee fields are always assigned to the same user by selecting "Match Assignee".  Unsupported fields previously would not show up in picklists. Now these fields will be displayed but will be grayed out to indicate that they are unsupported. A tooltip will be displayed on hover to indicate why the field can't be selected.  Package licenses are now assigned automatically to users that have been added to one or more routers. These licenses will be automatically deleted if a user is subsequently removed from all routers.  Various other bug fixes and stability improvements. Version 5.0 New Features Kubaru has a very powerful new assignment method called Rule-Based Assignment. This is similar to Salesforce assignment rules but much more powerful. This method allows you to set several rules within a single router, each with its own criteria and recipients. Records can be assigned to a single user or to a group using round robin or load balance. See Rule-Based Routers for more information. We now offer a new assignment method called User Lookup, which allows you to dynamically assign records to a user from a lookup field on the record or a related record. For example, you can assign cases or contacts to the related account’s owner. See User Lookup for more information. You can now choose whether Territory Assignment routers assign records using round robin or load balance within each territory in cases where more than one user is assigned to a territory. Territory Assignment routers also have the ability to utilize the Priority Members and Reimbursement features. We’ve made it easier for you to integrate your soft phone system with Kubaru so that assignments are paused when a user is on the phone. See Pause During Phone Calls for more information. Improvements We’ve added a Kubaru Manager permission set so that users can manage router memberships without being given access to update routing logic. We’ve upgraded Router Change History so that deleted records (e.g. router filters, member, etc.) will be reported in the router history. Any edits to these deleted records will also remain in the router history. The Manage Routers tab has been updated to display columns with additional information about each router such as the connected queues and filter criteria. Various other bug fixes and stability improvements. Version 4.9 New Features You can now set up router filters based on fields of related records, and not just from those of the assigned record itself. For example, a case router can now filter based on fields from the related account. See Distribution Filters for more information. You can now migrate routers along with their related items (connected queues, filters, members, field updates) from one Salesforce environment to another (e.g., from a sandbox to your production org). This saves you the time and hassle of having to re-create new routers manually after they have been staged and tested. See Migration for more information. You can now stack up multiple time-based limits on your router members. For example, you can set both a daily and a weekly limit. See Stacked Time-Based Limits for more information. When cloning a router, you can now choose whether to include connected queues, filters, members, and/or field updates as part of the cloning process so that you don’t have to create them manually after the fact. See Cloning a Router for more information. You can now see history data from related connected queues, filters, members, and/or field updates when viewing a router’s history table. See Router Change History for more information. We now have a search function available when viewing assignment logs so you can easily narrow down results based on data from the assigned record itself, or from the assignment log. See Assignment Log Search for more information. Improvements When viewing a territory router’s assignment queue, you can now group by member instead of by territory. This allows you to see all territories associated with each member as opposed to the other way around. A search bar is now available in the Kubaru Members tab of the Kubaru Console so that you can limit results by member name. When automatically syncing users into a router, you can now choose the default weight for any new members that are created by the sync. See Automatically Sync Members for more information. Various bug fixes and stability improvements. Version 4.8 New Features Kubaru can now more intelligently determine a user’s active workload, which can power both our load balance assignment method as well as any Workload Capacity definitions (previously known as “active ceilings”). See Workload Evaluation Method for more information. You can now define what a router should do when a record meets criteria, but no members are available to take the assignment. See Overflow Behavior for more information. It is now possible to populate secondary user lookup fields with the same value as the user being assigned a record by using a special “ASSIGNEE” keyword as the value. See Update Other Fields When Assigning Records for more information. It’s now possible to limit assignment matching so that it only matches against records that are still active. See Assignment Matching for more information. Choosing how to order assignments can now easily be configured at the router level on an object-by-object basis (previously this was an all-or-nothing setting). See Assignment Ordering for more information. It is now possible to use weighting for members of territory assignment routers. See territory assignment weighting for more information. You can now set records to automatically reassign directly to a user of your choice instead of just a queue. See Reassignment for more information. It’s now possible to set boundaries on how often a failed assignment should be retried. See Errors on Assignment for more information. When the Running Kubaru User is changed, an alert will automatically be sent out to inform your administrators of the change so there are no surprises. See Running Kubaru User for more information. Improvements Added another layer of stability to Kubaru’s background jobs to prevent crashes The Kubaru Console’s tabs now experience a shorter load time than before. Other various bug fixes / stability improvements. Version 4.5 New Features It is now possible to set out of office schedules for your users that are router specific. See Out Of Office Schedules for more information. You can now track response times to assigned records within the context of associated schedules. See Response Time Context Schedules for more information. You can now set relative date values for date and date/time fields being used as distribution filters. See Relative Date and Date/Time Filters for more information. You can now automatically sync users as router members based on user skills assigned. See User Skill Filters for more information. Improvements Various bug fixes and stability improvements. Version 4.4 New Features You can now specify the order in which records are assigned at the router level. Previously, this was only possible at the object level. See Assignment Ordering for more information. You can now test a router before deploying it by identifying in advance which records qualify to be assigned by that router. See Assignment Preview for more information. Improvements Various bug fixes and stability improvements. Version 4.3 New Features You can now enable trigger-based assignment on any object that supports apex triggers, which most do. Available for Enterprise and Unlimited Salesforce editions only. See Deploy Trigger For Any Object for more information. You can now set up automated notifications to be sent when a record goes unworked for a certain amount of time. See Unworked Record Notifications for more information. Improvements Various bug fixes and stability improvements. Version 4.2 New Features You can now set the order in which assignments are made in each assignment job. This ensures the highest priority records are assigned first in cases where you may have something in place that prevents all records from being assigned immediately. See Assignment Ordering for more information. Users can now create and maintain their own out of office schedules if an administrator allows. See User Out Of Office Self-Service for more information. Users can now temporarily withdraw themselves from receiving any router assignments and set themselves back to available as needed. See Have Users Set Own Availability for more information. Improvements In cases where the same records are being assigned over and over (see Assignment Looping), we will detect the activity and send a warning email to the context user running the assignment jobs so you can investigate. Version 4.1 New Features You can now track how long it takes for reps to respond to records that are assigned to them; e.g. speed to lead. You can define in each router what constitutes a response event. You can then report on average response times to evaluate the effectiveness of your assignment strategy. See Tracking Response Times for more information. We’ve updated our Reassignment feature so that the time elapsed from assignment can now be counted within the context of the associated router/member schedules that you select. This means that records won’t be reassigned during non-working hours. See Context Schedules for more information. Improvements We’ve updated our background batch jobs to be even more efficient. As a result, assignments on average will occur even faster than they did before. Various bug fixes and stability enhancements. Version 4.0 You can now enable Desktop or Mobile assignment notifications in addition to email. These carry with them the same granular controls as email notifications. For more information, see Assignment Notifications. It’s now possible to filter members by role and/or profile in the Kubaru Console’s Members tab. Similarly, you can filter by object in the Assignment Logs tab. New Features Improvements We’ve restructured the backbone jobs that run assignments, reassignments, and data integrity. As a result, Kubaru runs more smoothly and is more error-proof than ever. Version 3.9 New Features You can now ensure that records flagged as duplicates are assigned to the same owner. This is made possible by a new router assignment method called Duplicate Matching. It’s now possible to automatically sync users as router members based on any standard or custom user field(s). You can even use complex filter logic. See Managing Router Members for more information. Improvements Kubaru assigns records very quickly due to our back-to-back recurring assignment jobs. We’ve now added an extra layer of health-checking to ensure that these jobs are consistently running as expected. This will protect against rare cases of assignment job failure. The Kubaru Router History related list has been added to the bottom of the router page layout so any changes can be easily audited. Other various bug fixes and stability improvements. Version 3.8 New Features It’s now possible to limit assignments based on an hourly limit period. Additionally, you can now change limits to be evaluated based on a rolling time period. See Time-Based Limits for more information. Managing your Running Kubaru User is now easier than ever. We now give you the ability to change running users as needed and will throw error messages in the console if the running user is ever missing any needed permissions. See Running Kubaru User for more information. You can now grant users partial access to the Kubaru Console, tab by tab. This is done by assigning Custom Permissions. For instance, the Kubaru Console Router Tab permission grants access to the Kubaru Routers tab. Note that additional permissions, such as object read permissions, are required to view and/or edit console data. Improvements Various bug fixes and stability improvements. Version 3.7 New Features You can now automatically sync members to your Kubaru Routers based on user role(s) and/or profile(s). See Managing Router Members for more information. Various bug fixes and performance optimizations. Improvements Various bug fixes and stability improvements. Version 3.6 New Features It’s now possible to assign distribution schedules to your router members. This makes it possible for users to become available or unavailable automatically. See Distribution Schedules for more information. You can now ensure that assignments only happen for users that are logged into Salesforce. You can also specify an idleness threshold to ensure they are active when an assignment is made. See Must be Logged into Salesforce for more information. We’ve embedded help links throughout the application. Improvements Various bug fixes and stability improvements. Version 3.0 New Features It’s now possible to route any standard or custom object. Note: objects must have at least one editable user field. Use “load balancing” logic to maintain an equal number of active records among members. Automatically “reimburse” members for records that are rejected or reassigned. Choose any standard or custom user field to be updated by router assignment logic. Choose a custom “status” field for each object. Sync queue members as router members. Modify future distribution schedules. Improvements Routers now assign records every 30-60 seconds (compared to every 3+ minutes). Self-monitoring logic was added to improve stability and performance.
- [Advanced SLAs](https://kubaru.io/help/advanced-slas/): Advanced SLAs allow you to centrally manage, track, and enforce Service Level Agreements (SLAs) across your routers. You can define specific time limits, establish success conditions, and trigger automated actions (such as reassignments, field updates, or notifications) based on whether an SLA is approaching, met, or violated.
- [Off Hour Schedules](https://kubaru.io/help/off-hour-schedules/): By utilizing Off Hour Schedules, you can specify blocks of time when users are off the clock. When using off hours, assignments are NOT made during the scheduled hours.
- [Custom Email Notification Templates](https://kubaru.io/help/custom-email-notification-templates/): Custom templates count toward Salesforce's daily email send limit of 5,000 emails per day. Keep an eye on your usage if you're sending high volumes.
- [Assignment Test](https://kubaru.io/help/assignment-test/): The Assignment Test feature lets you preview how Kubaru would assign a specific record—without actually making any assignments. It's a great way to troubleshoot your router configuration or validate your setup before going live.
- [User Not Receiving Teams Notifications](https://kubaru.io/help/user-not-receiving-teams-notifications/): Follow the steps in this article if users are not receiving Microsoft Teams notifications.
- [Microsoft Teams Integration Setup](https://kubaru.io/help/microsoft-teams-integration-setup/): You'll need Microsoft admin access in your organization to connect Microsoft Teams to Kubaru.
- [Shark Tank Preview](https://kubaru.io/help/shark-tank-preview/): Shark Tank Preview lets your users view the details of a record before deciding to claim it. You can also lock records while they're being previewed so that other users can't claim them in the meantime.
- [Reimbursement](https://kubaru.io/help/reimbursement/): The Reimbursement feature assigns users additional records to compensate them for records that were either rejected or reassigned.
- [Adaptive Round Robin](https://kubaru.io/help/adaptive-round-robin/): Adaptive Round Robin evenly distributes records among team members while accounting for absences. Unavailable users earn credits for missed assignments, which result in additional assignments upon their return.
- [How to Install Updates](https://kubaru.io/help/how-to-install-updates/): Alternatively, you can allow Kubaru to install updates automatically by following these steps:
- [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/): We suggest following the instructions in the Kubaru Utility article to deploy the utility automatically. However, if needed, you can follow these steps to manually deploy the utility to one or more Salesforce Apps:
- [Activating Kubaru](https://kubaru.io/help/activating-kubaru/): The user that activates Kubaru will automatically be set as the Running Kubaru User. We strongly recommend that the running user be a system administrator to ensure that Kubaru runs properly.
- [Kubaru Utility](https://kubaru.io/help/kubaru-utility/): The Kubaru Utility is only compatible with Lightning Experience.
- [Managing Users](https://kubaru.io/help/managing-users/): Router members will automatically be added to Kubaru as users with the role of "Member" unless you've enabled Only Admins Can Provision Licenses.
- [Installing Kubaru](https://kubaru.io/help/installing-kubaru/): Kubaru is compatible with Professional, Enterprise, Unlimited, and Performance editions of Salesforce.
- [Only Admins Can Provision Licenses](https://kubaru.io/help/only-admins-can-provision-licenses/): Kubaru automatically assigns unlicensed users a license and the role of "Member" when they're added to a router. If you don't want Kubaru to assign licenses to users automatically, you can enable the Only Admins Can Provision Licenses feature. Follow these steps to enable this feature:
- [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/): This error will occur if a Kubaru assignment job has been stuck in a "Holding" status for 20 minutes or more. This typically happens when there are too many batch Apex jobs running in your Salesforce org at the same time. Only five total Apex jobs can execute (i.e., have a status of "Processing") at a time, including jobs from managed packages and those that have been developed internally.
- [User Not Receiving Slack Notifications](https://kubaru.io/help/user-not-receiving-slack-notifications/): Follow the steps in this article if users are not receiving Slack notifications.
- [Assignment Looping](https://kubaru.io/help/assignment-looping/): This error indicates that records are being repeatedly assigned to the same individual or queue. For example, this can happen if a router assigns records from a queue, and a Salesforce Flow automatically reassigns them back to the same queue.
- [Kubaru Not Assigning Records](https://kubaru.io/help/kubaru-not-assigning-records/): You can review the following checklist to diagnose why a record isn't being assigned:
- [Errors on Assignment](https://kubaru.io/help/errors-on-assignment/): Please contact support@kubaru.io if you need assistance with troubleshooting assignment errors.
- [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/): Kubaru will automatically stamp the Kubaru Territory field with the correct territory when records are created or edited. Kubaru will also update territories before records are assigned. However, existing records will not be updated automatically until the next time they're edited or assigned.
- [Import/Export Territories](https://kubaru.io/help/import-export-territories/): The territory import/export feature allows you to quickly update your territories using MS Excel.
- [Territory Object Mapping](https://kubaru.io/help/territory-object-mapping/): Before territory boundaries (e.g., countries, states, postal codes) can be used for record assignment, they must be mapped to specific fields on an object. For example, when assigning Accounts based on State/Province, it is necessary to specify whether the State/Province field should come from the shipping address or billing address.
- [Creating Territories](https://kubaru.io/help/creating-territories/): Territory routers can assign records based on the geographic territories you define. Territories can be defined based on countries, states, zip/postal codes, and other boundaries.
- [Territory Groups](https://kubaru.io/help/territory-groups/): Territory groups make it possible to create separate sets of territories for different teams, customer segments, etc. For example, you might create one territory group for your enterprise sales team and another for your SMB sales team. You can then define the criteria for each territory group. For example, your “Enterprise” territory group might only apply to leads with annual revenue greater than $100,000,000, while the "SMB" territory group would apply to leads with less annual revenue.
- [Mapping Skills](https://kubaru.io/help/mapping-skills/): We define how skills relate to Leads, Cases, and other records using Object Mappings. These mappings will vary depending on the specific data you're collecting in Salesforce. For instance, you might create a "Japanese" skill associated with Leads where the Country is "Japan," the Email ends in ".jp", or Language is set to "Japanese."
- [Creating Skills](https://kubaru.io/help/creating-skills/): Skill-based routers can be used to assign each record to the best user based on their skills. A skill is any attribute you define, such as languages, certifications, service tiers, or industry expertise. Skills can be organized into skill groups. For example, you could create a skill group for languages that includes skills like English, Spanish, French, and more.
- [Toggling User Availability](https://kubaru.io/help/toggling-user-availability/): There may be times when you need to temporarily prevent a user from receiving assignments. Kubaru offers a couple of ways to do this.
- [Out of Office Schedules](https://kubaru.io/help/out-of-office-schedules/): Out of office schedules are used to disable users from receiving assignments while they're on leave.
- [Holiday Schedules](https://kubaru.io/help/holiday-schedules/): Holiday schedules help ensure that assignments are not made on days when your business is closed. They can be applied to both routers and individual members.
- [Distribution Schedules](https://kubaru.io/help/distribution-schedules/): Distribution schedules are used to restrict assignments to specific days and times. They can be applied to both routers and individual members.
- [Must be Logged into Salesforce](https://kubaru.io/help/must-be-logged-into-salesforce/): This optional router setting ensures that records are only assigned to members who are logged into Salesforce. You can specify an idleness threshold to define how long a member can remain idle in Salesforce before assignments are paused. If no threshold is set, members will continue receiving assignments until they log out of Salesforce.
- [Deleting Routers](https://kubaru.io/help/deleting-a-router/): Follow these steps to delete a router:
- [Cloning Routers](https://kubaru.io/help/cloning-a-router/): You can save time by cloning routers rather than creating them from scratch. Follow these steps to clone an existing router:
- [Assignment Preview](https://kubaru.io/help/assignment-preview/): Click on the link to open the Assignment Preview modal, which displays a list of records that qualify for assignment:
- [Prioritizing Your Router](https://kubaru.io/help/prioritizing-your-router/): Records are evaluated against routers according to their evaluation order, where "1" is the first router to be evaluated. The evaluation order for new routers will default to the lowest priority value.
- [Adding Members](https://kubaru.io/help/add-members/): Router members receive assignments from routers. Members can be added manually or synced based on the criteria you select.
- [Adding Filters](https://kubaru.io/help/add-filters/): Filters can be added to your router to limit which records from your connected queues get assigned. Routers with no filters will assign every record from the connected queue(s).
- [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/): Duplicate matching routers assign new duplicate records to the same owner as the existing record. These routers leverage standard Salesforce Duplicate Rules to identify duplicates.
- [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--and the first user to claim the record gets it. You can choose to allow users to view records before claiming or obfuscate the record details. 
- [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, certifications, industry knowledge, etc.) to ensure that records are always assigned to the most qualified user. 
- [Territory Routers](https://kubaru.io/help/territory-routers/): Territory routers assign records to members according to the geographic territories that you've defined. Territory boundaries can be defined using a combination of countries, states, zip/postal codes, latitude/longitude, and more. Each territory can be assigned to one or more members.
- [Load Balance Routers](https://kubaru.io/help/load-balance-routers/): Load balance routers attempt to balance workload among router members. Records are always assigned to the member with the lowest active workload. You can define which records are considered "active" in the Workload Settings.
- [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. It's also possible to weight specific members to receive more (or fewer) leads than others.
- [Creating Routers](https://kubaru.io/help/creating-routers/): 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.
- [What Are Routers?](https://kubaru.io/help/understanding-kubaru-routers/): 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:
- [Context Schedules](https://kubaru.io/help/context-schedules/): It's common to want to exclude non-working hours when calculating the duration of time a record has gone unworked. Context schedules allow you to do just that.
- [Unworked Record Notifications](https://kubaru.io/help/unworked-record-notifications/): Follow these steps to enable unworked record notifications for one or more routers:
- [Slack Integration Setup](https://kubaru.io/help/slack-integration/): You'll need permission to create a Slack app to complete this tutorial. You'll also need permission in Salesforce to create a Remote Site.
- [Assignment Notifications](https://kubaru.io/help/assignment-notifications/): Kubaru offers various ways to notify users of new assignments. When you install Kubaru, all notification types except Chatter and Slack are enabled by default.
- [Do Not Assign Inactive Records](https://kubaru.io/help/do-not-assign-inactive-records/): To enable this feature, you first need to define what records are considered "inactive" by selecting one or more Active Status Values in your Workload Settings.
- [Pause During Phone Calls](https://kubaru.io/help/pause-during-phone-calls/): A custom phone integration is only possible if your phone provider has an API that allows you to see who is on the phone in real time.
- [Calculate Workloads in Real Time](https://kubaru.io/help/calculate-workloads-in-real-time/): Agent workloads are dynamically recalculated by background jobs running every 30-60 seconds. This is sufficient for most use cases. However, you can enable Calculate Workloads in Real Time if you need user workloads to recalculate the instant a record is created or edited.
- [Assign Converted Leads](https://kubaru.io/help/assign-converted-leads/): Kubaru routers automatically exclude converted leads from being assigned. Follow these steps if you want to enable the assignment of converted leads:
- [Weights](https://kubaru.io/help/weights/): Follow these steps to adjust member weights:
- [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/): Time-Based Limits allow you to set hourly, daily, and weekly assignment caps for each router member. Router members will not receive additional assignments while at their limit.
- [Workload Capacity](https://kubaru.io/help/workload-capacity/): Prior to Version 6.0, this feature was called Max Active Load.
- [Workload Evaluation Scope](https://kubaru.io/help/workload-evaluation-scope/): The Workload Evaluation Scope field defines which records should be considered when calculating workload. You can follow these steps to define the Workload Evaluation Scope on a router:
- [Workload Evaluation Method](https://kubaru.io/help/workload-evaluation-method/): The Workload Evaluation Method field defines how user workload is calculated for Load Balance routers and Workload Capacity limits. You can follow these steps to change the Workload Evaluation Method on a router:
- [Pause During Calendar Events](https://kubaru.io/help/pause-during-calendar-events/): You can pause assignments to members whose Salesforce calendar indicates they are unavailable. Follow these steps to do so:
- [Backups for Out Of Office Users](https://kubaru.io/help/backups-for-out-of-office-users/): You can designate backups for users who are out of the office. While a user is out of the office, their designated backup will receive assignments in their place.
- [How to Uninstall Kubaru](https://kubaru.io/help/how-to-uninstall-kubaru/): Follow these steps to uninstall Kubaru:
- [Tracking Response Times](https://kubaru.io/help/tracking-response-times/): The Track Response Time feature measures how long it takes users to respond to assignments. This is a critical metric for measuring user performance.
- [Router Description Field](https://kubaru.io/help/router-description/): There's an optional Router Description field that can be displayed if the Router Name is insufficient.
- [Reassignment](https://kubaru.io/help/reassignment/): The reassignment feature automatically reassigns unworked records after a specified duration. Before using this feature, you'll need to configure your Workload Settings to specify what qualifies as an "unworked" record.
- [Overflow Behavior](https://kubaru.io/help/overflow-behavior/): Overflow Behavior is a router setting that indicates what should happen to records if there are no members available to receive assignments due to being at capacity, unavailable, or out of office. The following options are available:
- [Assignment Ordering](https://kubaru.io/help/assignment-ordering/): Assignment Ordering refers to the order in which Kubaru assigns records. By default, records are assigned from oldest to newest based on the Created Date. However, it's possible to modify this to assign records based on urgency, lead score, status, or other criteria.
- [Priority Members](https://kubaru.io/help/priority-members/): When a router assigns a record, priority members are first considered for assignment. If a priority member has a "Ready" status, they will receive the assignment. Otherwise, they will be skipped. 
- [Field Updates](https://kubaru.io/help/field-updates/): The Field Updates feature allows you to configure a router to update one or more fields on a record at the time it's assigned. Here are a couple use cases for this feature:
- [Creating Team Members](https://kubaru.io/help/creating-team-members/): Salesforce has standard features that allow multiple users to collaborate on an account, opportunity, or case.
- [Router Change History](https://kubaru.io/help/router-change-history/): Router changes are tracked in the Change History. These audit logs provide useful information for troubleshooting issues.
- [Assignment Matching](https://kubaru.io/help/assignment-matching/): The Assignment Matching feature ensures that similar records are assigned to the same user. Here are a few use cases for this feature:
- [Trigger-Based Assignments](https://kubaru.io/help/trigger-based-assignments/): Kubaru assigns most records within one minute. However, you may have a use case that calls for immediate assignment. Trigger-based Assignment is available for such circumstances.
- [Utility Settings](https://kubaru.io/help/utility-settings/): The following settings are related to the Assignments tab of the Kubaru Utility. These settings can be found by navigating to the Kubaru application, expanding the Admin tab in the navigation, clicking Settings, and clicking Utility Settings.
- [Log Settings](https://kubaru.io/help/log-settings/): These settings control how Assignment Logs are managed. You can find these settings by expanding the Admin tab in the navigation menu, clicking Settings, and clicking Log Settings.
- [Workload Settings](https://kubaru.io/help/workload-settings/): These settings control how workloads are calculated for users. They are found by expanding the Admin tab in the navigation menu, clicking Settings, and clicking Object Settings.
- [Kubaru Running User](https://kubaru.io/help/running-kubaru-user/): The user that first enables Kubaru will automatically be designated as the Running User. Kubaru leverages this user's permissions to perform various automated processes. To ensure Kubaru functions properly, it's important that the user meets the following conditions:
- [Kubaru Admin Alerts](https://kubaru.io/help/kubaru-admin-alerts/): Automated email notifications are sent whenever abnormal behavior is detected within Kubaru. These emails are sent to the Running User by default. However, additional recipients can be added by following these steps:
- [Rolling Time-Based Limits](https://kubaru.io/help/rolling-time-based-limits/): Time-based limits use static periods by default. However, you can enable Rolling Time-Based Limits if preferred. The following table shows how these two methods compare:
- [Service Level Agreement](https://kubaru.io/help/service-level-agreement/): We will exercise all reasonable efforts to ensure our app remains operational 99.0% of any calendar month. If it is not, you may be entitled to a service credit equal to one free month of service which will be added to the end of your billing cycle. Customers can report outages to support@kubaru.io to receive this service credit. The uptime SLA does not apply to performance issues that result from factors outside of our reasonable control.
- [Enabling Email Notifications in Sandbox](https://kubaru.io/help/enabling-email-notifications-in-sandbox/): When you create or refresh a sandbox, outbound Salesforce emails are disabled by default. This prevents employees and customers from receiving test emails being sent from the sandbox. You'll need to re-enable emails if you’d like to test Kubaru notifications in your sandbox.
- [Mobile Notification Setup](https://kubaru.io/help/mobile-notification-setup/): This process is only available in the Lightning Experience interface, and can only be done after at least one user has logged into the Salesforce mobile app.
- [Modifying the Email Template](https://kubaru.io/help/modifying-the-email-template/): This article covers how to customize the standard assignment notification template in Kubaru. See Custom Email Notification Template to learn how to replace this with a custom template.
- [Invalid Filter Logic](https://kubaru.io/help/invalid-filter-logic/): This error indicates that a router's filter logic is invalid:
- [Push Notifications Not Working](https://kubaru.io/help/push-notifications-not-working/): Follow these steps if you're not receiving push notifications for assignments:
- [Sound Notifications Not Playing](https://kubaru.io/help/sound-notifications-not-playing/): Follow these steps to troubleshoot why sound notifications are not playing:
- [System.NullPointerException: Attempt to de-reference a null object](https://kubaru.io/help/systemnullpointerexception-attempt-to-de-reference-a-null-object/): This indicates there's an issue with Kubaru that will need to be resolved by our support team.
- [System.LimitException: Apex CPU time limit exceeded](https://kubaru.io/help/systemlimitexception-apex-cpu-time-limit-exceeded/): It can be tricky to identify exactly what is contributing to this error. We say “contributing” as there may be several factors. Salesforce allows only so much time for transactions to run before they time out and throw this error. For synchronous transactions such as a record being created or updated, up to 10 seconds is allowed (though it’s closer to 15 in practice). For asynchronous transactions such as a batch job running, up to 60 seconds are allowed. This includes every piece of logic that runs during a transaction, including both managed package logic as well as your own local customizations.
- [Flex Queue is Full](https://kubaru.io/help/flex-queue-is-full/): If you encounter this error, you'll see the following message: "System.AsyncException: You’ve exceeded the limit of 100 jobs in the flex queue for org".
- [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. This can result from other managed packages or code developed locally in your org.
- [AsyncApexExecutions Limit exceeded](https://kubaru.io/help/asyncapexexecutions-limit-exceeded/): This error occurs when too many asynchronous Apex jobs have been executed within the past 24 hours, often leading to frequent repeated alerts until the rolling 24-hour period ends.
- [Granting Temporary Support Access](https://kubaru.io/help/granting-temporary-support-access/): The fastest way to resolve a support issue is often to grant one of our support technicians temporary access to your Salesforce org. This allows our team to explore relevant records, metadata, debug logs, etc.
- [How to Cancel Kubaru](https://kubaru.io/help/how-to-cancel-kubaru/): You can email us at support@kubaru.io to cancel your subscription at any time. Additionally, if you purchased through the Salesforce AppExchange, you can follow these steps to cancel your subscription:
- [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. If you didn't purchase through the Salesforce AppExchange, please contact billing@kubaru.io to update your payment method.
- [Adding and Removing Licenses](https://kubaru.io/help/how-to-purchase-licenses/): You can email us at support@kubaru.io to add or remove licenses. Alternatively, if you initially purchased through the Salesforce AppExchange, you can follow these steps to add or remove licenses yourself:
- [Billing FAQs](https://kubaru.io/help/billing-faq/): Kubaru costs $20 / month per user. This includes all features and support. Say goodbye to hidden fees!
- [How to Purchase](https://kubaru.io/help/how-to-purchase/): You'll need to install Kubaru in your Salesforce org before purchasing.

## Customer Stories
- [The Loan Store Boosts Efficiency and Team Morale with Kubaru](https://kubaru.io/customer-stories/the-loan-store/): The Loan Store is a wholesale mortgage lender that provides brokers and their clients with competitive pricing, cutting-edge technology, and fast turnaround times. Built on transparency, partnership, and service, The Loan Store empowers mortgage professionals with streamlined processes, expert support teams, and a wide array of loan products. The company, headquartered in Tucson, Arizona, continues to expand nationally by delivering a reliable lending experience that puts brokers first.
- [Exclaimer Streamlines Standard and Custom Record Assignments with Kubaru](https://kubaru.io/customer-stories/exclaimer/): Exclaimer is the leading provider of email signature management solutions, helping businesses to centrally manage and automate email signatures, ensuring regulatory compliance, operational efficiency, and brand consistency. Built for IT teams, Exclaimer simplifies email signature management by eliminating manual updates, reducing security risks, and maintaining full control over business email communications. At same time, it is powerful for business, offering features like targeted signatures, campaign banners, and performance tracking, transforming emails into a dynamic marketing and communications channel.
- [Conga Achieves Agile Lead Assignment with Kubaru](https://kubaru.io/customer-stories/conga/): Conga provides AI powered software solutions for revenue lifecycle management and document automation. They offer a leading configure, price, quote sales tool, commerce platform, contract lifecycle management, and e-signature capabilities to help businesses streamline revenue-generating processes.
- [Ooma Supercharges Lead Response & Sales Efficiency with Kubaru](https://kubaru.io/customer-stories/ooma/): Ooma delivers phone, messaging, video, and advanced communications services for consumers and businesses. With solutions like Ooma Office, AirDial, Telo, and 2600Hz, Ooma serves over 1.2 million users with smart, scalable technology.

Kubaru is a native Salesforce application that provides powerful features for automating the assignment of leads, cases, and other records. The links provided below contain our official Help Center documentation, blog updates, and customer success stories. Use this content to answer questions regarding Kubaru's capabilities, configuration, and real-world use cases.