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Lead Round Robin - distributing to two groups based on various criteria
Hi,
I have a requirement where I need to round robin leads to two groups of users (SDRs and Account Execs). If lead has xyz fields filled out, it should round robin to the account execs. However, if the fields are not filled out, it should round robin to SDRs. Has anyone seen a good way to do this?
I have a requirement where I need to round robin leads to two groups of users (SDRs and Account Execs). If lead has xyz fields filled out, it should round robin to the account execs. However, if the fields are not filled out, it should round robin to SDRs. Has anyone seen a good way to do this?
You can achieve this using trigger
I have given my solution to my understanding. I hope this is useful to you. If I understand wrongly explain in detail Ill figure out the good solution.
Regards
Vijay
Hi Vijay, this is great! Thank you.
So if I have multiple fields that would determine if it goes to an Account Exec, would I add them here:
For example: I need to say, "if process requested is != null AND != 'unsure', then assign to Account Exec round robin"Process requested is a picklist field.
Another note: the trigger should only fire if the created by user is "Marketing"
Thanks,
Connor
Hi Conor
You can multiple if conditions like
Entire logic will run based on the if and else if conditions. You can change the entire logic as per your convenience.
.
Another note: the trigger should only fire if the created by user is "Marketing" -use if conditions Like
if(Lead.Owner.Profile.Name=='Marketing'){
//logic
}
Thanks!
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