What is a Capacity Profile in PowerRouter?
A Capacity profile is created for teams based on different segments, making it easy to set assignment caps for each team based on the segment. You can also choose whether each team member has their own limit or if they all share the same limit across different segments. Capacity profiles simplify the process of managing […]
Creating Holiday in PowerRouter
Holiday is treated as an event in PowerRouter. Holidays let you specify the dates and times your team/user is unavailable. After you create a holiday, it gets associated with business hours to suspend business hours during holiday dates and times. Records will not be routed to them during that time period. Creating Holiday for a team: […]
Setting Caps on Sales Reps
In this article, you will understand how to set caps on sales reps. Capping is a feature in PowerRouter that aims to reduce and regulate the number of leads that need to be assigned to a user in the lead assignment. Why is it used? Salespeople can be overwhelmed with the number of leads they […]
Reordering members of Team
In this article, you will understand how to reorder members of a team. Team Reordering is a feature of PowerRouter Team’s section that allows you to reorder team members according to your preferences. Steps to Reorder Team Member: Open a team in teams section under the people’s page. Click on the Settings icon on the […]
Starting routing from specific member of team
In this article, you will understand how to select the member of the team from which routing will start. Start Point Selection is a feature of the PowerRouter Team section that allows you to select a specific team member to start the routing from based on your preferences. Steps to select Startpoint: Open a team […]
Creating a holiday in Team page
In this article, you will understand how to create a holiday for a team. PowerRouter allows you to create holidays for teams so that no records are routed to the team when the team isn’t available. It can be a single day or a series of days off. Additionally, you can select the start and […]
Setting up Team Availability
In this article, you will understand how to change team availability. Edit Availability in Team can be used to set up team business hours, which are used for routing records on particular days and at particular times. Steps to setup Team Schedule: Open the People’s Section in the vertical navigation bar on the left side. […]
Creating Teams
In this article, you will understand how to create a team. Steps To Create a Team: Click on the App Launcher in Salesforce. Search for PowerRouter in the Search Bar. Click on the PowerRouter. This opens up the PowerRouter App. Click on the PowerRouter(Lightning). To create a team, click on the People icon. […]
Console Dashboard for custom object
This article provides an in-depth guide to understanding the user interface (UI) features of the PowerRouter dashboard for the custom object. Accessing the selected custom object Dashboard: Date Filter: The date filter, located in the top left corner, allows you to view selected custom object records routed within a particular time period. Click […]
Case Dashboard
This article provides an in-depth guide to understanding the user interface (UI) features of the PowerRouter dashboard for the Case record type. The PowerRouter dashboard is a powerful tool designed to help you manage and monitor case records efficiently. We’ll cover various aspects of the dashboard, including date filters, workflow filters, statistics, user information, assignment […]