Routing
- Data Policy- Configuring Account Dedupe Policy in fullcast.io
- Data Policy - Configuring Process builder in Salesforce for Industry Taxonomy
- Data policy- Configuring Industry Taxonomy Policy in fullcast.io
- Understanding Industry codes
- How to build your Industry taxonomy?
- Using industry taxonomy in fullcast.io
- Configuring Account Hierarchy Policy in Salesforce
- How to configure US trade Embargo policy?
- Reading and Understanding policy status pages
- Object Manager setup for Policy Status
- Assignment Policies- Contact Routing - Configuration
- Assignment Policies - Lead Routing - Configuration
- Assignment Policies - Account Routing - Configuration
- Enabling and executing policies
- Editing Policies
- Activating and Deactivating policies
- Manage Exceptions in Round Robin
- Best Match Account Functionality with Fuzzy Logic
- Configuring tags in routing policies
- Introduction to Best Match Account functionality and rules for fuzzy matching