Routing
- Configuring Lead Routing Policy in Salesforce - Lead Territory Routing
- Configuring Lead Routing Policy in Salesforce - Best Matched Account
- Configuring Account Routing Policy in Salesforce
- Configuring Tenant ID in Routing Policies
- Creating Best match Account Rules in Salesforce
- Assignment policies - Routing Policy Navigation
- Assignment policies - Routing policy Process builder configuration
- Assignment Policies - Routing Policy Configuration
- Assignment Policies - Case Routing Configuration
- Configuring Opportunity Routing Policy in Salesforce
- How does Best Match Account work?
- Round-robin functionality for package version 2.160 and above
- Cloning Assignments
- Holdout Policy Configuration
- How to set up an SLA policy
- Configuration of Process builder for SLA policy
- Configure a Scheduled Job in Salesforce
- Configuring Duplicate rules and Matching rules in Salesforce
- Dedupe policy configuration in Salesforce
- Data policy - Configuring Process builder in salesforce for Account Dedupe Policy