Route to Any Salesforce Objects in Distro

By default, Chili Piper route records on all standard Salesforce objects: Lead, Contact, Account, Opportunity, and Case.

We can also integrate Distro with any Salesforce Objects (Standard or Custom) to solve more use cases and completely fit your business use case.

In this article, we will learn how to activate the objects to be used and integrate them into your Distro setup.

Table of Contents

• Activate the Objects
• Create your Trigger
• Create your Rules

Activate the Objects

The first step is selecting the objects you want to use in Distro. You can select any object from Salesforce (Standard or Custom) in the sub-menu "Objects" under "Distro" on the left-hand side menu:

Then, select the object you want to use in Distro from the left column: "Available Objects" and pass it to the right column: "Selected Objects"

If you want to deactivate any objects, you can do the opposite and move them from the "Selected Objects" (right) column to the "Available Objects" (left) column.

Click on the "Save Changes" button to activate your updates!

Create your Trigger

After activating the required objects, they will automatically be available in the Router's Flow when you create a Trigger:

You can associate the objects with any available Trigger type:

• Record is Created
• Record is Updated
• Record is Created or Updated

We recommend checking this article to learn more about Triggers and their setup.

Create your Rules

You can also find and use your object and all its fields (Standard or Custom) when you create your Rules:

With these capabilities, you can create more complex rules by referencing fields from a related object.

Follow this guide for a more detailed view about setting up your workspace's Rules!