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How to implement round robin on users in salesforce?
How to implement round robin on users in salesforce?
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2 Replies
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Hi Himanshu,
You can refer to these links:
https://help.salesforce.com/articleView?id=000004000&type=1
https://developer.salesforce.com/forums/?id=906F000000094GzIAI
Or check out this app on AppExchange:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000178fsEAA&tab=r
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You can follow steps as indicated in this article and set up formula type field with a value of Mod(Value({!Lead_Number__c}), #reps)+1
Link to the article: https://roundrobindistributor.com/what-is-round-robin/
Try out some Salesforce Apps for complex scenarios: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000DpgwTEAR
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