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Dispatcher: Round Robin Leads Routing and Case Assignment

Simple, to the point routing for Leads, Tasks, Cases, and Opportunities

Overview

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
Energy
Healthcare & Life Sciences
Professional Services
Personas
Administrator
Architect
Consultant
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

More from IBR LLC

  • by IBR LLC
    Why Choose IBR LLC? -Tailored solutions for your specific business goals and challenges -Access to certified Salesforce professionals -Proven track record of successful projects -Commitment to continuous engagement and evolving your Salesforce deployment