Automatically assign any standard or custom object. No manual effort, just flexible rules and a routing path you can always explain.
A plain rotation ignores who is on holiday, who is already buried, and who already owns the account. MatchGroups pair your match rules with the people allowed to receive those records; then availability, capacity and skills decide who actually gets it.
A MatchGroup holds the conditions a record has to meet, plus the people who can receive it. Build those conditions from any field, and combine them with AND, OR or your own rules.
Round robin takes each assignee in turn, weighted if some should take more. Load balanced picks whoever carries the least work. Distance picks whoever is closest to the record.
Working hours, shift patterns, out of office and calendar events decide who is available right now. A capacity model caps how much any one person holds. Assignee rules narrow it further by role, location or skill, so the record reaches someone qualified to work it.
If nobody in the group qualifies, the record moves to a backup group you nominate. If it is assigned but not picked up in time, an SLA reassigns it and skips whoever missed. Assignees get an email, SMS or in-app alert the moment a record lands.
Each attempt is stored: the rules that ran, whether each one matched, and the field values as they stood at that moment. Entries are never overwritten, so you can show why a record went where it did weeks after it happened.
The people closest to the work can run day-to-day routing without reaching your global settings.
When someone questions an assignment weeks later, the record of it has not moved.
Automatic reassignment is useful right up until a record starts bouncing between people.
Nothing has to be rebuilt, and what you already run keeps working alongside it.
Interactive product tours. No install, no sales call.
Leads, cases, opportunities, custom objects: automate the assignment rules for all of them in one place. No code, no flows to babysit, and nothing ever leaves Salesforce.
Static rules can only route what they can match. Let AI read the full context of a record. Right record, right rep, right now.
Routing & assignment at scale
"Booksy went from 70 CRM users to more than 600, adding 50 sales reps a month, with developers spending up to half their time on assignment logic and the changes around it. Onboarding a new rep into the routing now takes two minutes instead of a two-week wait."
Jakub Klimaszewski — Global Salesforce Manager
Booksy
Distribute with round robin, weighted round robin, or send each record to the person carrying the lowest workload. You can also assign by availability, by distance, or by your own custom logic, all configured with flexible routing rules.
Assignment takes account of out-of-office status, working or shift hours, and calendar availability. The available assignees in each MatchGroup are recalculated against your rules for every record, so work only goes to people who are genuinely free to take it.
Yes. Plugin-based routing lets you implement your own logic in code, so records can be matched and assignees chosen against any business requirement, not just the standard methods.
Yes. Pair routing with AI to assign records using customer context, history, segmentation and other key details, so each record goes to the most appropriate person or team every time.
Yes. A team performance dashboard goes beyond basic distribution metrics. It reports the records assigned to each team and each individual, tracks SLA handling times, and includes a leaderboard to highlight performance.
Talk with one of our experts to see how that works for your use case.