Power Pipeline – Capacity Profile Page
What is a Capacity Profile in Dynamic Books? A Capacity profile in Dynamic Books is created for only a single record type i.e. accounts based on different segments, making it easy to set assignment caps for each team based on the segment. This feature facilitates setting assignment caps for each team member according to the […]
Power Pipeline – Creating an Event
This article provides guidance on setting up events in Dynamic Books. Note: Please be informed that the events you create here will not be reflected in Router Pro/PowerRouter (Lightning), and vice versa. Key Points: Understanding Holiday Events: Holidays are treated as events in PowerRouter, allowing you to specify when your team or user will be […]
Power Pipeline – Creating your first Team
This article aims to guide you through the process of creating your first team in Dynamic Books. Note: Please keep in mind that the teams you create here will not be reflected in Router Pro/PowerRouter (Lightning), and vice versa. Here are the steps to create your first team: Click on the App Launcher in Salesforce. […]
Power Pipeline Console
This article provides an in-depth guide to understanding the user interface (UI) features of the PowerBooks dashboard. The PowerBooks dashboard is a powerful tool designed to help you manage and monitor Account records under different territories efficiently. We’ll cover various aspects of the dashboard, including date filters, territory filters, teams filter, statistics, user information, accounts […]
Person Account – Add Merge Review
This article explains how to effectively use the Add Merge Review component. The Add Merge Review component is a powerful tool designed to simplify the manual review and merging of duplicate accounts. It allows you to add an account and its duplicates to a review page, where you can thoroughly examine and merge them as […]
Account – Duplicate Component
This article helps you set up ‘Duplicate’ Components to eliminate duplicate accounts in PowerRouter. The ‘Duplicate’ Component in PowerRouter helps you identify duplicate accounts, merge, and eliminate them to avoid creation of duplicates in your Salesforce CRM. Follow these steps to eliminate duplicate accounts in real-time
Person Account – Duplicate Component
This article explains how to make use of the Duplicate Component for Person accounts. The Duplicate Component is essential for identifying duplicate Person Account records and guiding them through different pathways, simplifying data management. Here’s an overview of the Duplicate Person Account component: Follow these steps to effectively use the Person Account […]
Person Account – Duplicates & Merge Page
This article explains how to eliminate duplicates of Person Accounts in PowerRouter. The Duplicates section in PowerRouter helps you manage duplicate Person Accounts and Duplicate Accounts. Here’s what you can do: Here are the steps to open Duplicates Merge Details and perform these operations:
License Settings
This article will help you understand how to configure License Settings in PowerRouter. In the License Settings section, you can: Accessing License Settings To access the license page in PowerRouter: On the License Page, you’ll find the following information at the top: As you scroll down the page, you’ll see details […]
Queue Settings
This article will help you understand how to assign Queue Licenses in PowerRouter. Please be advised that PowerRouter provides two free queue licenses by default for both Lead and case. To increment the queue license count, please contact the PowerRouter Team. Also note that queues can be assigned only for lead and case. Following are […]