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Round Robin Assigner

Assign any object

Overview

From Process Builder or Flows, assign any object sequentially and evenly to members of a public group

1 of 3

  • works in process builder or flow

  • all configuration, no-code setup

  • use for cases, leads, opportunities, or any custom object that has either an Owner field or a lookup to a User

Takes members of a public group and assigns objects to them, based on your criteria. for example: * Assign leads that are created in Illinois to members of the Illinois public group * Assign email cases to members of the Email Service group * Assign a custom object (Invoice__c) that becomes overdue to your Collections group full source code here on github https://github.com/mshanemc/roundRobinProcessBuilder

Categories

Business Needs
Admin & Developer Tools
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Native App
Lightning Ready
Editable Code
Person Accounts

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