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Router

Learn how to create or edit workflows, comprehend the various workflow components, and track the records that are routed.

Workflow Components

Making records eligible for routing
Routing records to different paths based on certain criteria
Segmenting Records Based On Capping, Availability or Percentage
Matching a record with another record
Converting Leads into Accounts, Contacts and Opportunities
Sending Slack Notification
Adding records to Sales Cadence of High Velocity Sales

Auditing and Tracking

Tracking Records Flow in Workflow
Tracking all Records routed by PowerRouter
What are Permanent failed records in PowerRouter?

How to exclude PowerRouter Running User from Salesforce Duplicate Rule?
How to set up SLA?
How to set up email notifications for assignments in Workflow?
How to handle records with failed assignments due to inactive/unlicensed or unavailable users?

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