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
Overview
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.
See How Dispatcher: Round Robin Leads Routing and Case Assignment Works
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.
If you are looking for an easy way to resolve the challenges of routing and assigning Leads, Cases, Tasks, or Opportunities we have a simple and free app for you. Dispatcher affords you to create an arbitrary number of dispatch rules based on object field value filters and the hourly schedule of users. You can control the flow of assignments based on user-specific weights. Example use cases include: ▪ Set weekday office hour users schedule as well as a weekend on-call schedules ▪ Weighted assignments for users who can handle higher volumes ▪ Define multiple dispatchers to handle your specific use cases Integrate ▪ Integrates with your existing Salesforce queues/assignment rules
Categories
- Business Needs
- Productivity
- Industries
- EnergyHealthcare & Life SciencesProfessional Services
- Personas
- AdministratorArchitectConsultant
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package