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Optional: Creating custom routing rules

Updated on May 10, 2021

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:
  1. Log in as an administrator.
  2. In the header of Dev Studio, click RecordsTechnicalFunction, and then search for and open the PickBalancedOperatorForLead utility.
  3. Click Save as to create your custom routing logic based on the provided utility.
  4. In the header of Dev Studio, click RecordsTechnicalActivity, and then search for and open the ToLeveledGroupForLeadAssignments activity.
    1. On the Steps tab, click Expand to see the Method parameter icon to expand the table view.
    2. In the PropertiesValue field, add the newly created utility name.
    3. Click Save as to create your own activity associated with the newly created logic.
  5. In the header of Dev Studio, click RecordsData ModelData Transform, and then search for and select thepyGetRoutingAPIs data transform.
    1. On the Definition tab, in the Source section, add your newly created activity.
    2. Click Save as and save the data transform into your implementation layer.
    Result: The newly created custom routing rule display on the Lead routing menu under the Route to action. For more information about applying this rule, see the "Configuring lead routing" section.

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