Loading
Ongoing maintenance for Salesforce HelpRead More
Sales Productivity
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Routing Configuration for Your Sales Prospecting Bot

            You are here:

            1. Salesforce Help
            2. Docs
            3. Seller Productivity

            Create a Routing Configuration for Your Sales Prospecting Bot

            Routing configurations let you determine how work items are routed to your reps. Create a routing configuration for your sales prospecting bot that prioritizes the relative importance and size of leads That way, leads are handled accordingly, and work is evenly distributed to your sales reps.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            User Permissions Needed
            To set up Omni-Channel: Customize Application
            1. From Setup, in the Quick Find box, enter Routing Configurations, select Routing Configurations, and then click New.
            2. For the Routing Configuration Name field, enter Sales Routing — Leads.
            3. For the Units of Capacity field, enter 1.
            4. Specify the remaining settings for your routing configuration and save your changes.

            See Also

             
            Loading
            Salesforce Help | Article