Making records eligible for routing

This article will help you understand how to make records eligible for routing.

In Workflow, Trigger Components are used to make records eligible for routing. It makes records eligible for routing when an insert or update happens on the record. If there is no trigger components in the workflow records will not be picked for routing.

Powerrouter provides four types of Trigger components: 

1. New Lead: This trigger component routes the leads as soon as it is created in Salesforce. 

2. Update Lead: This trigger component routes the leads that have been updated in Salesforce. 

3. Belongs to Queue/User: This trigger component routes all the newly created or updated records which belong to a particular queue or user. 

4. Fetch Lead: This trigger component routes all the newly created or updated records that are satisfying the fetch lead conditions.

Match criteria can also be added to all the Trigger components based on which records become eligible for routing.

Steps to use Belongs to Queue/User component:

• Create a new workflow named PR Lead Workflow.
  
  
• Click on the blue arrow at the right side in the workflow canvas. 
• Drag Belongs to Queue/User component from component list and click on edit. 
• Select the queue US Leads from the Queue dropdown. 
• Add Match Criteria if you want leads with certain criteria only to be picked routing.
  For instance, you want to pick leads with the condition City = Los Angeles. 
• Click Save.

The next article will help you understand how to route records to different paths based on some criteria.