Opportunity Dashboard
This article provides an in-depth guide to understanding the user interface (UI) features of the PowerRouter dashboard for the Opportunity record type. The PowerRouter dashboard is a powerful tool designed to help you manage and monitor Opportunity records efficiently. We’ll cover various aspects of the dashboard, including date filters, workflow filters, statistics, user information, assignment […]
Contact Dashboard
This article provides an in-depth guide to understanding the user interface (UI) features of the PowerRouter dashboard for the Contact record type. The PowerRouter dashboard is a powerful tool designed to help you manage and monitor Contact records efficiently. We’ll cover various aspects of the dashboard, including date filters, workflow filters, statistics, user information, assignment […]
Lead Dashboard
This article provides an in-depth guide to understanding the user interface (UI) features of the PowerRouter dashboard for the Lead record type. The PowerRouter dashboard is a powerful tool designed to help you manage and monitor Lead records efficiently. We’ll cover various aspects of the dashboard, including date filters, workflow filters, statistics, user information, assignment […]
Account Dashboard
This article provides an in-depth guide to understanding the user interface (UI) features of the PowerRouter dashboard for the Account record type. The PowerRouter dashboard is a powerful tool designed to help you manage and monitor Account records efficiently. We’ll cover various aspects of the dashboard, including date filters, workflow filters, statistics, user information, assignment […]
Utilizing Operators for Diverse Field Types in PowerRouter
This support article aims to provide you with insights into the utilization of operators across various field types. Within PowerRouter, the available operators play a pivotal role in establishing dynamic conditions. This capability proves invaluable in tailoring the configuration of trigger components, segmentation, and other elements. By employing these operators, users can delineate criteria for […]
How to provide support access to PowerRouter?
In this article, you will learn how to grant support access to PowerRouter. Steps to provide support access to PowerRouter: Click on View Profile and select Settings to open your profile settings. Click on Grant Account Login Access. Select the desired access expiration date for Ziguar Support. Click on Save.
How to change PowerRouter Running User?
To change the running user of PowerRouter, it is necessary to restart PowerRouter with the new user profile. The new user should have a PowerRouter license and be assigned the PowerRouter Admin permission set to access PowerRouter. Users with administrative access to PowerRouter can also modify PowerRouter settings to start or stop the application. Granting […]
Getting started with PowerRouter
In this article, you will understand how to get started with PowerRouter. PowerRouter lets you create a team by grouping users together to assign leads to them in a round robin manner. You can distribute different lead segments and apply different rules to each team. Assignment happens based on the workflow you create in PowerRouter. […]
Granting access to Users
This article aims to guide you on how to grant access to PowerRouter based on different types of users. After successfully installing PowerRouter, specific users will require access using Permission Sets to view the PowerRouter application in Salesforce. By default, the System Administrator profile is granted access when you initially install PowerRouter for Admins. Note: […]
Assigning PowerRouter Licenses
This article aims to guide you on how to assign and remove PowerRouter licenses for users. Who needs licenses? Users who are managing the application or are part of any team or workflow require PowerRouter licenses. Granting Licenses to Users To assign licenses to users, please follow the steps below: Go to Salesforce Setup […]