Use Assignment Rules for Leads or Cases Anytime – Leveraging Flow

One of the drawbacks for standard Case or Lead Assignment rules is that they can only be used when a new record is created. There are a lot of times when you’d love to push that Lead or Case back into the assignment rules based on new values. With Leads, this is really common based Read more about Use Assignment Rules for Leads or Cases Anytime – Leveraging Flow[…]

Round Robin Assignments for Leads or Cases in Salesforce.com

One of the most common salesforce enhancements requested from our clients is to allow them to create round robin assignments for Leads or Cases. If this is a pretty straight-forward round robin, it can be done with config using an Auto-number and a formula field. First, you create the auto-number field on the object you Read more about Round Robin Assignments for Leads or Cases in Salesforce.com[…]

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