BreezyRouter

BreezyRouter is a native Salesforce Lightning app for round-robin routing. Distribute leads, accounts, cases, opportunities, and custom objects to your team fairly—with full control over who is in each router and whether they are available to receive work.

Round Robin Management

View all round robins in one table. Create, edit, and delete routers with name, description, and “Called From” tracking for automation sources.

User management

Search Salesforce users by name, email, profile, role, and more. Add users to a round robin and manage who receives routed records.

Status control

Mark users Active or unavailable. Apply status changes to all round robins or only the current one—perfect for PTO and capacity management.

Sortable columns

Click column headers to sort queues and members. Clear, compact UI designed for admins who manage routing daily.

Automation-ready

Use BreezyRouter from Flow, Apex, or Process Builder via the “Called From” field and your existing routing APIs.

See it in action

Screenshots from the BreezyRouter Lightning app in Salesforce.

Row actions menu with Edit, Manage Users, and Delete — Quick actions per round robin—including Manage Users.

Create New Round Robin modal with name, Called From, and description fields — Create routers in seconds with a simple modal.

Round Robin User Management with search filters and current users table — Search org users and add them to the selected round robin.

Edit Status dialog with Apply to all Round Robins checkbox — Update user status globally or for one router only.

Typical use cases

Sales lead routing to SDRs and AEs
Account assignment to account managers
Case routing to support tiers
Partner deal registration distribution

Product documentation

Download a concise overview of BreezyRouter to share with admins, ops, and stakeholders.

Download PDF

Install

Deploy from the BreezyGTM repo and assign BreezyRouter Admin to routing admins. Assign BreezyRouter User to team members who receive routed records and BreezyRouter Manager to supervisors who manage availability—your admin controls who gets which role.

Companies can install BreezyRouter for a free 30-day trial. We also offer consulting on setup and customization.

Start your BreezyRouter trial

Email us to install BreezyRouter in your Salesforce org or to discuss setup and customization consulting.

Contact sales@breezygtm.com