- To create a workflow, click on the indicated Router icon.
- Select New Workflow.
- Give your workflow a name and select the object that you want to route. For example, let’s call the sample workflow Acme – Inbound Lead Routing and select Lead as the object type.
- Click on Acme – Inbound Lead Routing workflow.
- This opens the visual canvas where we will build our first workflow. Click on
arrow from the right side to open the components panel.
Trigger component – This enrolls leads into the workflow. Leads matching the trigger criteria will be picked up for routing by PowerRouter. For this workflow we want to route test leads which belong to Salesforce Queue – Unassigned Leads Queue.
Split component – This component lets you divide leads into two different segments called Web leads and Partner Referral leads.
Route to team component – This component lets you select the team to distribute your leads to and the algorithm to use for distribution.