Vyakar app must be activated before it starts matching or routing leads. Activation is very simple process and it must be performed by system administrator.

  • 1. Click on Vyakar Tab in your salesforce instance, then click on “Activate or Refresh Vyakar Key”.
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  • 2.Follow the process to activate the Vyakar key. Contact support@vyakar.com (US Toll Free: 1-844-321-5323 Ext 08) if you experience any issue.

Pre Conditions:

  • 1.Vyakar app must be activated before configuring the leadrouter. Please refer to instructions above on how to activate the Vyakar app.
  • 2.Any lead you would like to assign using Vyakar’s assignment rules must be assigned to “Vyakar Queue” using your Salesforce workflow or assignment rules. This queue is created during activation process to be used by Vyakar.

Routing Rule and Order:

  • 1. Under normal processing, the leads are routed every 20 minutes. This may be more for bulk processing or initial sync, which may take upto 24 hours or more.
  • 2.Leads assignment is processed in following order
    • a Assign to account owner
    • bAssign to BDR team
    • cDedupe duplicate leads

Create a workflow rule in Salesforce to send leads to “Vyakar Queue” for any leads that needs to be assigned via Vyakar router.

For the Account Layout you want to modify, click edit.

From the “Related Lists”, drag and drop “Leads” and add at the desired location in account layout.

For the Account Layout you want to modify, click edit.

From the “Related Lists”, drag and drop “Leads” and add at the desired location in account layout.

Optionally, you can also customize the fields displayed on the matched leads by clicking at the wrench icon.

If there are multiple “Leads” related lists (as it may happen due to multiple app installed at same time), try picking “Lead” lists one by one. One of them should work.

E-mail

support@vyakar.com

Phone

+1 844-321-LEAD (5323)

Address

4701 Patrick Henry Drive
Building 25
Santa Clara CA, 95054
United States

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