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Round Robin Record Assigner

By Zennify: Full-Service Salesforce Consulting, Focus on Financial Services & FSC

Simple record assignment utility

No Ratings
$150   USD/company/month

Discounts available for nonprofits

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Business Need
Admin & Developer Tools
Requires
None

Configurable record assignment utility which provides round-robin routing mechanisms (and more) for ANY type of object—standard or custom. Provides setup application controlled by permission set to manage users in assignment queues. Developed by ZennLab

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Record Assigner/1.2 1.2.0
Listed On
11/08/2019
Latest Release
03/04/2022
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Person Accounts
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: 2
Custom Tabs: 1
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.
1.2.0
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.
11/08/2019

Additional Details

Record Assigner solves the need to route any type of record via round-robin (and more). Give managers access to the included Record Assigner permission set to configure users in assignment groups and their routing limits. —Supports bulk import assignments. —Simple setup and configuration via Process Builder with provided invocable Apex action. —Lightweight app footprint.

Need help?

Zennify: Full-Service Salesforce Consulting, Focus on Financial Services & FSC

Boise & Sacramento

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