-
What are case routing techniques in Salesforce?
What are case routing techniques in salesforce?
-
3 Replies
-
Hi Himanshu,
There is a standard functionality in salesforce “Case Assignment Rules”. With this you can route the cases from one user to another based on the certain condition in the assignment rules.
Thanks
-
For Case Routing, you can explore Case Assignment Rules.
Some of the best practices are :
2) Define a default case owner for last entry of case assignment rules so that in case if a case doesn't meet all the entries the case should be assigned to some user.
-
Hey
For Case routing, you can use case assignment rules, but, the only limitation being, there can be only one active rule at a time. You can alternatively use omnichannel or can try routing through round-robin algorithm. Check out the blog for more details: https://roundrobindistributor.com/what-is-round-robin/
Try using Salesforce apps like: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000DpgwTEAR
Log In to reply.
Popular Salesforce Blogs
Understanding Decorators and Lifecycle Hooks in Lightning Web Components (LWC)
Lightning Web Components (LWC) have revolutionized the way we build user interfaces in Salesforce. They offer a powerful way to create interactive and responsive web…
Turn Leads into Gold with the secret weapon: Salesforce Lead Scoring
Imagine dramatically boosting your sales efficiency by focusing only on the leads most likely to convert. If only there was a simple way to identify…
Advertising Studio in Marketing cloud
Advertising Studio - Advertising Studio allows businesses to advertise on a one-to-one level, automating the transfer process from email to paid media to ensure your…
Popular Salesforce Videos
Direct Messaging In Salesforce | Salesforce Lightning
Salesforce has addressed the main challenge retailers face is replicating the one-to-one in-store interactions with their customers, and supporting a seamless buying experience. Resolving these…
What Is Salesforce Data Cloud & How It Works ?
As a business, it’s hard to get all the data in a single place and make informed business decisions. And this is where Salesforce Data…
How to Become a Salesforce Developer? No Programming Experience Needed
Salesforce Developer has once again been named one of the world's best jobs. In a list of 25 job roles, Salesforce was the only company…
