Rajib Acharya
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Nandini replied to the discussion How to implement round robin on users in salesforce? in the forum Salesforce® Discussions 4 years ago
Reply to How to implement round robin on users in salesforce?
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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Nandini replied to the discussion What are case routing techniques in Salesforce? in the forum Salesforce® Discussions 4 years ago
Reply to What are case routing techniques in Salesforce?
Hey
For Case routing, you can use case assignment rules, but, the only limitation being, there can be only one active rule at a time. You can alternatively use omnichannel or can try routing through round-robin algorithm. Check out the blog for more details: https://roundrobindistributor.com/what-is-round-robin/
Try using Salesforce apps like: …
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