Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how.
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Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
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As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly re-assign records to active reps, without having to run manual batches.
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