Making records eligible for routing
This article aims to help you understand how to make records eligible for routing.
In PowerRouter, Trigger Components are utilized to make records eligible for routing when there is an insert or update on the record. If there are no trigger components in the workflow, the records will not be selected for routing.
PowerRouter offers four types of Trigger components:
New Lead: This trigger component routes newly created leads in Salesforce.
Update Lead: This trigger component routes leads that have been updated in Salesforce.
Belongs to Queue/User: This trigger component routes newly created or updated records that belong to a specific queue or user.
Fetch Lead: This trigger component routes newly created or updated records based on specified conditions.
Match criteria can also be added to the Trigger components to determine which records become eligible for routing.
Steps to use Belongs to Queue/User component:
Create a new workflow named PR Lead Workflow.
Click on the blue arrow on the right side of the workflow canvas.
Drag the Belongs to Queue/User component from the component list and click on edit.
Select the US Leads queue from the Queue dropdown.
Add match criteria if you only want leads with specific criteria to be selected for routing.
For example, if you want to select leads with the condition City = Los Angeles
Click Save.