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Deepu sfdc Apex trigger to assign all incoming leads in a Round-Robin fashion
Criteria :
For eg., if there are only 3 users(User1,User2,User3) with country = ‘USA’ in the system then the first lead with RecordType = ‘US Lead’ will be assigned to User1, Second lead with RecordType = ‘US Lead’ will be assigned to User2 and so on.
The same logic applies to international leads.
Workload balance in lead assignment : It would be good if the workload of the user is considered in lead assignment. For eg., User2 is the next in line to get a lead assigned through round-robin fashion and he has 10 open leads and User3 only has 2 open leads assigned. Even though User2 is the next in line, in order to balance the workload of users, the lead can be assigned to user3.
- If the lead RecordType = ‘US Lead’, then assign the lead to users with country = ‘USA’
- If the lead RecordType = ‘International’, then assign the lead to users with Country != ‘USA’
For eg., if there are only 3 users(User1,User2,User3) with country = ‘USA’ in the system then the first lead with RecordType = ‘US Lead’ will be assigned to User1, Second lead with RecordType = ‘US Lead’ will be assigned to User2 and so on.
The same logic applies to international leads.
Workload balance in lead assignment : It would be good if the workload of the user is considered in lead assignment. For eg., User2 is the next in line to get a lead assigned through round-robin fashion and he has 10 open leads and User3 only has 2 open leads assigned. Even though User2 is the next in line, in order to balance the workload of users, the lead can be assigned to user3.
1) https://help.salesforce.com/apex/HTViewSolution?id=000004000
2) https://www.shellblack.com/administration/create-a-round-robin-lead-or-case-assignment-rule/
App Exchange product for same
1) https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5fcQEAR
Let us know if this will help you
Can you send me the code for that criteria ..
I am not able to use that link. It need credentials.
1) https://help.salesforce.com/apex/HTViewSolution?id=000004000
All Step are mention on same.