Distro Router - How to Run It in Preview Mode

The Distro Router's Preview Mode helps execute any flows without making any updates in Salesforce. This way, you can ensure that your Router is running as it should or perform any updates before going live.

We will cover how to execute the Router in the Preview Mode below.

How to Run the Router in Preview Mode?

Before starting, note that a Router does not need to be published to be previewed. You can publish it before previewing it and ensuring that it runs as it should.

1. After clicking the Router option in the left-side menu, select the Router by clicking Open. If you want to start a new one from scratch, click the Create CRM Router button in the top right. 
   
   
   Click here if you would like to learn more about the Router's setup.
   
   
2. Once your Router is updated/created and it's ready to be reviewed, click Preview Flow
   
   
   
3. Enter the Salesforce ID that corresponds to the Salesforce Object of your Trigger. If your Trigger evaluates a Lead object, you'll need to include a LeadId (00Q...), and so on. The Preview Mode supports 15 and 18-digit Salesforce IDs.
   
   You can find the ID to be used directly in your Salesforce instance's URL:
   
   
   
4. Click Preview, and then the system will initially evaluate the Entry Rule. Then, if all conditions are true, check all routing rules one by one until we have a match.
   

This way, you can test your new Router or any updates, performing any needed adjustments before going live and needing to update a Salesforce object.