Configuring Lead Routing Policy in Salesforce - Lead Territory Routing


If you want to use the routing policy in your fullcast package it is essential to follow through the initial steps given in this setup document and enable territory routing.

Steps to enable territory routing

  1. Go to Setup.
  2. Type Custom Metadata Type in the Quick Search bar and select it.
  3. Select Manage Records against Fullcast Policy Setting.
  4. On the next window, select Edit against the Enable Territory Routing record.
  5. Set Field Value to True to enable Territory based routing 
  6. Set the value to False if you want to disable Territory Based Routing for Leads.

Lead Field Mapping

  1. Go to Setup.
  2. Type Custom Metadata Type in the Quick Search bar and select it.
  3. Select Manage Records against Fullcast Policy Setting.
  4. Click on New.
  5. Create a record as shown in the figure below:
  6. The field value of Label is fio_id which is a mandatory field for mapping.
  7. Fill in the Module Name field as RouteLead.

Label, Field Value & Module Name

The module name should be RouteLead for all the field mapping records in Custom Metadata (between Salesforce and  Fullcast Application) to execute Territory  Based Routing for Leads

The Label Section in Custom Metadata refers to the field name on Fullcast Application based on which hierarchy is created.

Field Value on Custom Metadata refers to fields on Lead Object which is equivalent to Field on Fullcast Application.

Setting fields in the Fullcast Application

  1. Select the top right corner profile icon.
  2. Select Field Settings
  3. Pick Accounts from the Entity dropdown

The Label Section in Custom Metadata is case-sensitive.
The FieldValue is case insensitive.

Lead Auto Convert Stage

To enable the Lead Auto Convert Stage on the Routing Queue we need to do the below setups mandatorily for it to execute successfully:

  1. Go to Setup
  2. Type Lead Settings on the Quick Search bar and select it. The path for Lead settings is Customize > Leads > Lead Settings.
  3. Select the Edit button to make changes
  4. Uncheck the Require Validation for Converted Leads option
  5. Select Save

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