How to exclude PowerRouter Running User from Salesforce Duplicate Rule?
PowerRouter provides different merge settings. Based on the settings there are updates on master record, from child record field values, made before merging records which can fail due to Salesforce duplicate rules. If Salesforce Duplicate Rules alerts are active based on creating or updating the duplicate, it may fail the merge process as well as […]
What are Permanent failed records in PowerRouter?
This article will help you understand Permanent Failed Records. Some records fail while routing due to validation errors or other errors through workflows in PowerRouter. Once the record has failed for more than 18 times, PowerRouter adds them in the list of Permanent failed records. For example: Records failed due to UNLICENSED_INACTIVE_USER_ASSIGNMENT over 18 times , it will be […]
Tracking all Records routed by PowerRouter
In this article, you will learn how to track all records of all objects routed in any workflow through the Activities Page in PowerRouter. All records that PowerRouter routes are listed in detail. In this view, you can see the detailed routing logs for each record and understand the path it has taken in […]
Tracking Records Flow in Workflow
In this article, you will learn how to track all records of all objects routed in any workflow through the Activities Page in PowerRouter. All records that PowerRouter routes are listed in detail. In this view, you can see the detailed routing logs for each record and understand the path it has taken in […]
Salesloft Integration
In this article, we discuss about SalesLoft integration. Learn how to easily add Salesforce records to SalesLoft sequences in just a few simple steps. This integration allows PowerRouter to seamlessly add leads to a specific cadence within Salesloft when certain conditions are met, particularly when “People” entries are created for those leads within Salesloft. We […]
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 Duplicate Component: Start […]
Assign to Queue
This article will help you understand what the “Assign Queue” component is and how to use it. The routing component “Assign to Owner/Queue” in PowerRouter that was used for record assignments to PowerRouter User or Queue or Reference Field. This component has been divided into two parts now – “Assign User” and “Assign Queue”. The […]
How to Fetch Leads from Campaign and Route to Team?
This article explains how to use the Fetch Campaign Lead component in PowerRouter to loop them into routing workflows. It helps you find and re-engage leads and contacts associated with different campaigns in Salesforce. Overview of the Fetch Campaign Lead Component: ‘Fetch Campaign Lead’ in PowerRouter is designed to help users identify, fetch, and manage […]
Adding records to Sales Cadence of High Velocity Sales
PowerRouter has a High-Velocity-Sales component that can be used to add records to Sales Cadence. You can choose the sales cadence as well as the target assignee for the record that will be added to Sales Cadence. Steps to add records to Sales Cadence: 1. Open PowerRouter(Lightning) from App Launcher and go to the Router […]