Routing rarely breaks all at once. It breaks when something around it changes, and nobody connects the change to the leads that stop arriving.
Check it after these changes
- Someone leaves or joins. Rules, flows, queues and round robins that name people keep naming them.
- A new form, source or integration. A new way in is a new way to arrive with no owner, no source or no campaign.
- A picklist value is renamed or removed. Every rule testing the old value stops matching, silently.
- A flow or rule is edited. The order Salesforce runs things in decides who wins, and an edit can change it.
- Territories or segments are redrawn. Old criteria keep sending leads to the old owners.
And on a rhythm
Even with no known change, look at the outcomes regularly: leads still at the default status, leads in queues nobody works, leads owned by people who have left, and first response against your target. Weekly is enough to catch most problems before a quarter's pipeline is affected.
Why one audit is not enough
A thorough audit is worth having, and it is out of date the next time any of the changes above happens. The checks that matter are the ones that run again after every change, and say when a fix has held.
Have it checked every night instead.
Routing Forensics connects as a read-only user and checks this, and the rest of your routing, against your real leads. Register interest and you will be first to get a free health report: what is leaking, where, and what it is worth.
Or check it now: the free scan finds the assignment rule and flow defects an audit looks for in your Salesforce export, in your browser, and nothing is uploaded.