Here are some example rulesets that you can leverage based upon your routing preferences.
A lead, contact, account, case, or opportunity can be routed directly to an assignee based on the rules you have set up. This can be done by establishing your rules (Open workspace, Rules) based on pre-existing fields in your Salesforce instance.
💡 Note: When adding in values for your rule sets, you want to make sure these match what values salesforce is expecting. For example: if you have a company size field that has ranges of "1-50", "51-250", etc., then you must use those same ranges in your rules - "1-250" would not be accepted.
1. Prioritize Routing Based on Region
Account, Billing State "is any of" FL, SC, GA, NC
2. Prioritize Routing based on Ownership
Lead Owner, Email "is equal to" Assignee Email Address
3. Prioritize Routing Based on Ownership and Record Status
Lead Owner, Email "is equal to" Assignee Email Address AND Lead, Status "is equal to" Contacted
4. Prioritize Routing Based on Region and Company Size
Contact, Company Size "is any of" 50-250, 251-1K AND Contact, Mailing State "is any of" NY, CT, MA, RI
