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Round Robin Lead Assignment (RRLA 2.0)

By Janati Consulting

Assign leads evenly to multiple groups of users based on different criteria

Free  

Never requires payment

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Business Need
Productivity

Manage Round Robin Lead Assignment to multiple groups of Salesforce users each based on different and custom criteria. Easy to setup and maintain. Country /US State/Zip supported by default. Create multiple custom matching fields to use for distribution.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Round Robin Lead Assignment/RRLA 2.0 Limited 2.32.0
Listed On
11/14/2016
Latest Release
04/23/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.32.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/31/2016

Additional Details

Janati developed Round Robin Lead Assignment (RRLA) to solve a common business problem that clients have faced for years. How can leads be distributed evenly to multiple groups of Salesforce users based on different criteria? How does RRLA work? All leads or a subset of your company's leads can be assigned using RRLA on create or update. Configuration is simple using the Round Robin fields or custom buttons. RRLA will assign the lead to the next Group Member if there is a match to a RR Assignment. An RR Assignment is based on a filter of any combination of Country, US States/Canadian Provinces, or Standard/Custom Lead picklist fields. Group Members are Salesforce users related to a RR Assignment. The assignment rules and group members are easy to configure and maintain. With the FREE version, 2 Active RR Assignments, 2 custom matches (standard or custom lead fields), and up to 4 RR group members are allowed. Email sales@janaticonsulting.com to upgrade to the paid version with higher limits. Pricing Info: https://www.janaticonsulting.com/rrla-2-0-pricing If you previously evaluated RRLA 1.0, take another look at RRLA 2.0 with MANY new features including Reassign

Need help?

Janati Consulting

Santa Cruz, California

Please email us at info@janaticonsulting.com with any problems, questions, or suggestions. Or visit our online webform: http://www.janaticonsulting.com/contact-us

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