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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
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Categories

  • Getting Started
  • Admin
  • Territory Management
  • Coverage, Capacity and Roles
  • Quotas & Target
  • Performance to Plan
  • Routing
  • Data Hygiene
  • Scenario Guides
  • Release Notes
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