Policy Setup Requirements

  • Updated on Mar 3, 2025
  • Published on Nov 29, 2024
  • 1 minute(s) read
  • Migration Team
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Following configuration are mandatory before you can use Fullcast routing policies.

  1. Connect to Salesforce

  2. Set Up Your Salesforce Instance

  3. Managed Package installation

  4. Enabling and Executing Policies according to the routing functions you'd like to use:

    - Using Process Builder

    - Setting up routing Functions in Salesforce

    - Viewing Policy Status and Error Logs

    - Assessing Policy Error Logs

  5. Use the Scheduler  

  6. Use Tags in Routing Policies

  7. Edit Policies

  8. Activate and Deactivate Policies  

  9. Troubleshoot Policies