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API / CRM · Case study

Salesforce lead router

Assignment by territory, current load, and response-time targets.

Walkthrough

Video walkthrough coming soon

Project screens

Salesforce lead router screenshot 1
Salesforce lead router screenshot 2
Salesforce lead router screenshot 3

What this project solved

The problem

The client's team was losing hours each week on repetitive steps between disconnected tools.

What we built

Mapped the workflow end-to-end, built the automation with clear error paths, and documented every step for the client.

Result

Manual work cut significantly. Data moved reliably between systems without daily oversight.

SalesforceNode.jsRedis