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masthan khan
Lead Assignment Round Robin Process with custom button.
Hai,
Lead Assignment- Round Robin Process, I Want to create a custom Button in listview page Assignment in Manager Profile, By clicking on Assignment Button the leads should be distributed to the users under the manager with Round Robin Process. How to achieve this.
With Regards
Masthan Khan.
Lead Assignment- Round Robin Process, I Want to create a custom Button in listview page Assignment in Manager Profile, By clicking on Assignment Button the leads should be distributed to the users under the manager with Round Robin Process. How to achieve this.
With Regards
Masthan Khan.
create a formula or trigger to check how any leads own by user ..
then create an button by using VF or ltng that will assign the lead based on round robin..
Refer this links
https://help.salesforce.com/articleView?id=000004000&type=1
https://success.salesforce.com/answers?id=9063A000000DbDhQAK
https://www.shellblack.com/administration/create-a-round-robin-lead-or-case-assignment-rule/
the scenario like this i had already created a round robin procoess and i have create a button and how to invoke the round robin process from the button.
With Regards
Masthan Khan.