Assign Salesforce Tasks

Assigning Tasks in Salesforce usually requires custom code or tricky automations. 

With Gradient Works, Salesforce Admins can fully automate Task routing. Build no-code workflows using Salesforce Flow, perform round-robin assignment and maintain a full audit history of every assignment.

Routing and assignment in Salesforce overview

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Woman learning to implement routing and assignment in Salesforce

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Check out our documentation to see how you can implement any type of routing and assignment in Salesforce.

 

 

 

Easier, faster, smarter Salesforce routing

Improve your Salesforce account matching, lead routing, round robin and so much more. Let's start with a conversation about your process.

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