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Force Rules - Advance Assignment Rules | Round Robin

Advance Assignment Rules

Overview

See How Force Rules - Advance Assignment Rules | Round Robin Works

  • Community Cloud: Force Rules is compatible with Community Cloud and supports Record assignment to External Users along with Agents. Low Code Policy: Salesforce always encourage users to rely less on code & do the customization using Automation tools.

  • Force Rules engine is developed to support the Process Builder & Lightning Flows, so that Customers don’t have to rely on Support or hire a Developer to configure the application Data Skew: Force Rules app helps Customer avoiding Data Skew limitation

  • Control User’s Unavailability Force Rules engine is built smart enough to avoid Users which are unavailable. This can be achieved 2 ways: 1. Mark the Users inactive from User's Profile. 2. Flag the Crew Members as Inactive.

Round Robin Force Rules also allow the records to be assigned to Queue & Crew (Custom Group) members in Round Robin fashion. For Queue, it assigns the records based on active members are ordered in Queue. Whereas for Crew, there is an option to custom their sequences using Order Number. Unsupported Queue Objects Salesforce has few Standard Objects which doesn’t support Queue, We have extended our Round Robin functionality using Crew. Crew is a custom defined group, and can be used with Rule to assign Users to Records in Round Robin fashion. Custom Objects Customization is the key to success of the Salesforce Platform. Every business has their own set of entities and data models. Force Rules extend the business flow by supporting Custom Objects. Where admin can define rules to assign Custom Objects to Individuals, Queue or Crew Members. Supports Bulk Data Every Organization needs data restructuring and cleansing once in a while. Data Migration is part of such processes. Whether its a Data Migration to existing entities or setting up new data modal. Force Rules engine is well-versed in handling bulk records and assigns the records to configured owners precisely.

Categories

Business Needs
Productivity
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