Apprivo Dynamic Record Allocator

Automate record allocation, management, and reassignment – with one simple interface.

When it comes to automating record assignment many people put all of their attention on the front-end allocation rules, but do not consider what actions to take if records are not acted on by the assignee or how to allocate between different types of users.

Apprivo Dynamic Record Allocator streamlines record allocation and reassignment with flexible rules that provide additional options over native Salesforce approaches.

How it works

To route records in Salesforce, you need to manually create assignment rules, which quickly becomes unwieldy for medium- to large-scale deployments, especially for complex assignments such as round robin or splits between direct and indirect users. Reassignment is also manual, which negatively impacts productivity. Why not automate the end-to-end allocation-management-reassignment process?

Apprivo Dynamic Record Allocator provides an intuitive interface for creating best-fit allocation rules, including automated round robin, so records are routed right the first time. No more manual assignment rules. Pull-down menus allow you to effortlessly create and tune conditions to support changing business requirements. You also have granular control over warning and expiration periods. If action isn’t taken in a timely manner, the record is automatically reassigned to a user or queue. The full audit history is captured, ensuring nothing falls through the cracks.

See it in action

See Apprivo Dynamic Record Allocator in action. Watch the online demo.

Benefits

• Route records right the first time with best-fit allocation rules
• Effortlessly tune rules as your business changes with flexible conditions
• Ensure nothing falls through the cracks with user-definable warnings and expirations
• Reduce admin overhead with automated reassignments

With Apprivo Dynamic Record Allocator, you can automate record allocation, management, and reassignment – with one simple interface.