Can I match and route meetings based on custom objects in Salesforce?

When your organization has complex relationships between partners, resellers, and customers, traditional lead routing isn't enough. You need a way to match prospects to the right teams based on sophisticated custom objects in your CRM - like Partner Programs, Healthcare Groups, or Property Listings. But manually looking up these relationships and routing meetings accordingly? That's a recipe for confusion and missed opportunities.

H🧐w can I do that?

When someone books a meeting, RevenueHero can look up records in custom objects to determine the right owner. Just map your form field to any field in your custom object, and we’ll and we’ll take care of the rest—ensuring accurate routing every time.

Why should I do it?

✅ Pre-book your reps' calendars to maximize event ROI 

✅ Convert booth conversations to meetings without the back-and-forth

✅ Prevent calendar conflicts between event and regular meetings 

✅ Sync meetings to reps’ calendars and automatically update your CRM.

How have others done this?

For B2B SaaS teams
For non-SaaS B2B teams:
Enterprise Software
  1. A customer books through their partner portal
  2. They enter their Partner ID in the form
  3. RevenueHero matches against the Partner_Program object 
  4. Meeting routes to assigned Channel Manager
Healthcare Software
  1. Practice manager requests implementation meeting
  2. They enter Practice Group ID
  3. RevenueHero matches against Healthcare_Group object
  4. Routes to designated Implementation Specialist
Real Estate
  1. Investor requests property viewing
  2. They enter Property ID from listing
  3. RevenueHero matches against Property_Listings object
  4. Routes to listing agent for that property
Financial Services
  1. Merchant requests payment consultation
  2. They enter Merchant ID
  3. RevenueHero matches against Merchant_Account object
  4. Routes to designated Payment Specialist

‍

Implementation Templates

We understand how daunting a blank page can be, so we’ve created templates that might be relevant to your industry for inspiration.
Partner Program Management
Partner Program Management
Healthcare Practice Management

Custom Object: Partner_Program__c 

Key Fields:

  • Partner_ID__c
  • Channel_Manager__c
  • Partner_Tier__c
  • Territory__c
  • Industry_Focus__c

Required Context:

  • Partner ID
  • Meeting Purpose
  • Topics to Discuss

Routing Rules:

Rule 1:

  • Criteria: Partner_Tier__c = 'Strategic' AND Territory__c = 'EMEA'
  • Assignment: EMEA_Strategic_Manager
    ‍

Rule 2:

  • Criteria: Partner_Tier__c = 'Strategic'
  • Assignment: Strategic_Partner_Manager
    ‍

Rule 3:

  • Criteria: Industry_Focus__c = 'Healthcare' AND Territory__c = 'NA'
  • Assignment: Healthcare_Partner_Manager
    ‍

Rule 4:

  • Criteria: Partner_Tier__c = 'Standard'
  • Assignment: Regional_Partner_Manager
    ‍
No Match: Lead is disqualified

Custom Object: Healthcare_Group__c

Key Fields:

  • Practice_ID__c
  • Implementation_Manager__c
  • Practice_Type__c
  • Location_Count__c
  • EMR_System__c

Required Context:

  • Partner ID
  • Meeting Purpose
  • Topics to Discuss

Routing Rules:

Rule 1:

  •  Criteria: Practice_Type__c = 'DSO' AND Location_Count__c > 10
  •  Assignment: Enterprise_Implementation_Manager

Rule 2:

  • Criteria: EMR_System__c = 'Legacy' AND Practice_Type__c = 'Multi-Location'
  • Assignment: Migration_Specialist

Rule 3:

  • Criteria: Practice_Type__c = 'Specialty' AND Location_Count__c > 3
  • Assignment: Specialty_Practice_Consultant

Rule 4:

  • Criteria: Practice_Type__c = 'Private'
  • Assignment: Implementation_Specialist
    ‍
No Match: Lead is disqualified
  • Utilize lookup fields to ensure clear ownership paths.
  • Ensure validation rules are in place for all necessary routing fields.
  • Set up default ownership for edge cases
  • Monitor match rates to optimize routing rules

Want to see more use cases?

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Can I match and route meetings based on custom objects in Salesforce?

When your organization has complex relationships between partners, resellers, and customers, traditional lead routing isn't enough. You need a way to match prospects to the right teams based on sophisticated custom objects in your CRM - like Partner Programs, Healthcare Groups, or Property Listings. But manually looking up these relationships and routing meetings accordingly? That's a recipe for confusion and missed opportunities.

Read more