Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Dispatcher: Round Robin Leads Routing and Case Assignment
Simple, to the point routing for Leads, Tasks, Cases, and Opportunities
- Industries
- EnergyHealthcare & Life SciencesProfessional Services
- Business Need
- Productivity
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
Easily set assignment and routing rules for standard Salesforce objects Leads, Tasks, Cases, and Opportunities. Control the routing algorithm via Round Robin and weighted modes. Schedule users on an hourly basis.
Highlights
Assign Leads, Tasks, Cases, and Opportunities with ease. Define your own filters based on object field values.
Control scheduling on an hourly basis for each user in Dispatcher.
Round Robin and weighted assignment and routing rules let you set who gets what and how much of it.
IBR LLC's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
IBR LLC
Orlando, FL, USA
Need Help With Salesforce? If you are looking for customized Salesforce solutions uniquely crafted for your organization we may be of value to you. We are a boutique firm that partners with no more than 3 clients at the same time. Core Services - Salesforce Consulting * Optimize your Salesforce environment for business goals and processes * Strategic insights combined with technical expertise - Implementation and Deployment * Ensure hassle-free transition and immediate value realization * Rigorous testing for top-quality results - Customization and Development * Enhance business functionality by customizing your Salesforce ecosystem * Build custom applications and solutions on the Salesforce platform - Integration Services * Connect Salesforce with other systems for seamless data flow * Ensure secure and accurate transfer of business data
Pricing Details
Free
You can fully use this solution without payment.