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Round Robin Record Assigner

Simple record assignment utility

Overview

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

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See How Round Robin Record Assigner Works

  • Assign ANY record —Standard and custom objects —Leverage standard Queues and Assignment Rules —Works with objects that don't support Queues

  • Built For Scale —Supports bulk assignment & data imports

  • Easy Setup & Configuration 1) Create Queue with assignment rule (if supported) 2) Use Process Builder to invoke supplied Apex Action for record assignment 3) Manage record assignment configuration and users from provided setup tab

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.

Categories

Business Needs
Admin & Developer Tools
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

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