Routing & Segmentation

• Advanced: Multi Stage Sales Processes
• Fundamental: Web to Lead Setup
• Web To Lead Testing
• Fundamental: Route Leads and Other Records Using MatchRules
• Match Existing Records
• Fundamental: Adding Fields to the MatchRules 'Field' Lookup
• Change Default Behaviour
• Route Leads Based on Day of Week
• Advanced: Apply SuperRoundRobin to any custom object or standard object
• Assign to a Queue if SuperRoundRobin doesn't assign the record
• Segment Leads, Cases or any record by Record Type
• Native Lead Assignment Rules
• Examples of Different Field Types in MatchRules
• Segmenting and Assigning Cases Created by Email-To-Case
• Insufficient access rights error with Partner Community Users
• Assign Within Business Hours Only
• Advanced: Reassign Idle Records
• Respect Users' Calendar Events
• Assign According to UK Postcode Areas
• Assign To Custom User Lookup Instead Of OwnerId
• Assign to Custom User Lookup Field(s)
• Trigger SuperRoundRobin To Process Records On Update
• Update Specific Record Fields Upon Assignment
• Operational Mode: Load Balanced
• Advanced - Overflow Records To a Backup MatchGroup