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Round Robin Lead Assignment (RRLA 2.0)
Assign leads evenly to multiple groups of users based on different criteria
- Business Need
- Productivity
Manage Round Robin Lead Assignment to multiple groups of Salesforce users each based on different and custom criteria. Easy to setup and maintain. Country /US State/Zip supported by default. Create multiple custom matching fields to use for distribution.
Highlights
Flexible: Supports multi Round Robin Assignment groups with the ability to use custom fields for matching. Any standard and custom lead single/multi picklist fields are supported. Easily set up and call Reassignment based on different criteria.
Robust: Flag which leads should be assigned by RRLA from any lead channels including Web-to-Lead, Marketing integration leads, the Salesforce UI or mass imported leads. A button can invoke RRLA on a single lead for reassignment.
Easy To Use: A simple configuration tab is used to set up field matching for distribution groups. Countries and US States/CA Provinces are already setup. Fields track matches for easy monitoring of assignments
Provider Details
With over 15 years of experience implementing Salesforce, Janati Consulting is a small consulting group founded by Salesforce Specialists. Our team focuses on business processes to deliver solutions for all of the Salesforce clouds including Sales, Service, Marketing, CPQ, and Community. We also specialize in building custom solutions including products for the AppExchange. If you have a business problem to solve, you can be sure that we will first understand the problem and then develop the solution using out of the box configuration and customization as best fits the problem, budget and time-frame. Janati wants your experience working with us to be effective and efficient. We work with your budget and time-frame to develop a prioritized plan within the first phase of the project. We work closely with your team during our engagements so they gain knowledge and the ability to support your Salesforce application after the engagement.
Pricing Details
You can fully use this solution without payment.