Gradient Works Docs
ProductDynamic BooksPricingRequest Demo
  • Welcome
  • ACCOUNT RESEARCH
    • Overview
      • Features
    • Market Map
      • Account Import
        • Salesforce
        • HubSpot
      • Salesforce Integration
        • How to Install Similar Accounts Component
      • CRM Export
        • Salesforce
        • HubSpot
      • FAQs
        • Attributes in Market Map
    • AI Researcher
      • How to create & configure an AI Researcher
      • Writing effective prompts
      • Prompt examples
      • Managed AI Researcher
    • Lookalikes
    • Credits
  • Bookbuilder
    • Overview
    • Enroll Accounts
    • Target Books
      • Target Book Report
      • Edit Reps
    • Account Coverage
      • Market Coverage
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      • Working Activities
    • Transfer Accounts
      • Concepts
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      • Returns
      • Templates
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    • How-to Guides
      • How to Rank Accounts for Distributions and Retrievals
      • How to Use the "Is In" Operator
  • Routing
    • Overview
    • Dashboard
    • Round Robin Queues
      • Create Queues
      • User Availability Status
      • User Working Hours
    • Users
    • Capacity Meters
    • Lead and Account Matching
    • Automation
      • Automation Executions
      • Log Entries
  • Automation Builder Kit (ABK)
    • Getting Started
    • Actions
      • Assignment
        • Directly Assign Items
        • Round Robin Assign Single Item
        • Round Robin Assign Multiple Items
        • Schedule and Assign Single Item
      • Dynamic Books
        • Retrieval
      • Flow Lifecycle
        • Execute Subflow
        • Failed
        • Finish
        • Resume
        • Start
      • Leads
        • Convert Lead
        • Convert Multiple Leads
      • Logs
        • Log Message
      • Matching
        • Match Account to Account
        • Match Lead to Account
        • Match Lead to Contact
        • Match Lead to Lead
      • Next Steps
        • Add Person to Campaign
        • Add Person to Sales Engagement Cadence
        • Check Person Enrollment in Cadence
        • Create Task
        • Send Single Assignment Email
        • Send Slack Message
      • Users
        • Get Used Capacity
        • Update Capacity
        • Update Weight
      • Utils
        • Evaluate Domain against Denylist
      • Advanced
        • Build Record Map from Lookup
        • Build Record Map from Field
        • Build Text Collection from Field
        • Convert ItemAssigned to Assignment
        • Execute SOQL
        • Get Record from Record Map
        • Assign Pending Items for Multiple Queues
        • Assign Pending Items for Single Queue
        • Enqueue Multiple Items
        • Enqueue Single Item
    • Models
      • AccountMatchResult
      • AccountToAccountMatch
      • Assignment
      • ConvertLeadRequest
      • ConvertLeadResult
      • DomainEvaluationResult
      • GenericSObject
      • LeadToAccountMatch
      • LeadToContactMatch
      • LeadToLeadMatch
      • QueueUserWeight
      • RecordMap
  • Integrations
    • Getting Started
    • Slack
    • Google Workspace
    • Microsoft 365
    • Salesloft
    • Outreach
  • Advanced
    • Salesforce Permissions
  • Miscellaneous
    • Changelog
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On this page
  1. Routing

Overview

Match, route, assign and take action on any Salesforce record

PreviousHow to Use the "Is In" OperatorNextDashboard

Last updated 1 year ago

The Gradient Works Routing module allows you to do lead matching and routing as well as assignment of any Salesforce object to any user. Workflows are implemented inside Flow using custom actions. This documentation provides a reference for using Gradient Works Routing.

Getting Started

To get started, open the Gradient Works app from the Salesforce App Switcher. The app has six tabs:

  • Dashboard - Provides a comprehensive look at assignments made in the last 30 days.

  • Automation - Access to all routing Flows that have been enhanced with Gradient Works capabilities.

  • Automation Executions - Provides access to all of the recent executions of your Gradient Works automations.

  • Users - Manage the Users assigned to Queues and their availability

  • Log Entries - Information logged by Gradient works for debugging and auditing purposes

  • Settings - Provides access to the Gradient Works Cloud and our offered integrations as well as some basic package information and settings

Queues - The you've configured to assign users

Assignment Histories - A log of all assignments performed by Gradient Works whether via queues or

Capacity Meters - The you've configured

Next, you'll probably want to set up some to do assignment. After that, you'll want to dive into Flow to set up .

queues
direct assignment
capacity meters
queues
routing automation
Gradient Works Routing Module with App Switcher