Optional: Creating custom routing rules
By default, Pega Sales Automation supports load based, skill based, availability based, and lead property based routing. As an administrator, you can add the unique routing rules to suit the customer's business needs.
Pega Sales Automation
Implementation Guide
To create custom routing rules, perform the following steps:
- Log in as an administrator.
- In the header of Dev Studio, click , and then search for and open the PickBalancedOperatorForLead utility.
- Click Save as to create your custom routing logic based on the provided utility.
- In the header of Dev Studio, click , and then search for and open the
ToLeveledGroupForLeadAssignments activity.
- On the Steps tab, click Expand to see the Method parameter icon to expand the table view.
- In the PropertiesValue field, add the newly created utility name.
- Click Save as to create your own activity associated with the newly created logic.
- In the header of Dev Studio, click , and then search for and select
thepyGetRoutingAPIs data transform.
- On the Definition tab, in the Source section, add your newly created activity.
- Click Save as and save the data transform into your implementation layer.
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