BREeze - Advanced Assignment Rules and Functionality for Leads & Cases

Nice tool

We use assignment rules extensively in our instance. We recently introduced a new business requirement that assignment rules could not handle. This app was able to handle our requirement. I installed the app in a developer organization and was up and running in a couple of minutes. As an added bonus, Brian from GearsDesign showed me how I could easily leverage one of their scripts to migrate all my existing lead assignment rules over the BREeze infrastructure. Test This Rule is a life saver.

BREeze simplifies business logic

We are currently using BREeze for 2 things. • Matching leads to parent accounts and then routing them to the appropriate BDR. • Making sure accounts are in the correct territories. In both cases, Salesforce itself wasn't near robust enough to do the job we needed. BREeze allows our admins to have point and click access to the tools we need. But, it goes beyond that. To do even more we have written custom Apex to be called from BREeze functions that we defined. In BREeze I love how I can: • Look down the list of rules and easily see my business logic written in plain text and not code. • Easily turn rules on and off with no code changes. • Easily re-order rules with no code changes. • And best of all, easily enter in test IDs to see what rules fire and why! We worked closely with Gears Design to do all our lead rules. With the tool being so easy to use we were able to do the territory assignments by ourselves. If you're looking to automate some business logic, I strongly recommend BREeze

Blazing new trails for button-click implementation of business logic

We've used BREeze for years even before it went public on AppExchange, and it helped tremendously to scale up the amount and complexity of business logic that can be managed effectively by admins. There are entire sets of esoteric territory rules we implemented in BREeze that can be easily - parameter-tweaked instantly by admins - evolved with new conditions and actions - tested with live data in place, but without the risk of actually changing it which wouldn't be possible with other tools. While being very admin-friendly, BREeze can also be precisely tuned to cooperate with other custom code in the org, if your developers want to (that's the case for us). The logic implemented in BREeze can be finely controlled in terms of how and when they're fired, all via provided classes. The actions and conditions used in BREeze rules can also be custom Apex functions made by your developers. With greater power there's certainly greater responsibility, in the form of some learning curve to master the tool. It's no more demanding than what an admin needs to master advanced workflow rules though.