Assign Top Leads to Your Sales Rep

Use Process Builder

Belle’s very impressed with Einstein scores, however, she would like some sort of automation so that hot leads are assigned to her right away.

Create a new process on the Score Intelligence object.

  1. From Setup, enter Process Builder in the Quick Find box, then select Process Builder.
  2. Click New.
  3. Fill out the details in the New Process dialogue box.
    Item
    Value
    Process Name
    Assign Leads by Einstein Score
    API Name
    (Automatically populated)
    Description
    This process routes leads with a high Einstein Score to Belle Pepper.
    This process starts when
    A record changes
  4. Click Save.
  5. Click Add Object.
  6. Under Object, select Score Intelligence.
  7. For Start the process select when a record is created or edited.
  8. Click Save.

Add criteria to look for open leads with Einstein Scores greater than or equal to 80.

  1. Click + Add Criteria.
  2. For Criteria Name, enter Greater than or equal to 80.
  3. For Criteria for Executing Actions, keep it set to Conditions are met.
  4. For Set Filter Conditions, click Find a field..., select Lead ID > Status, and click Choose.
  5. Leave Operator as Equals, Type as Picklist, and select New - Not Contacted as the value.
  6. Click + Add Row.
  7. For Set Filter Conditions, click Find a field..., select Lead Score, and click Choose.
  8. Set Operator to Greater than or equal, and keep Type set to Number.
  9. Enter 80 in Value.
  10. For Conditions, keep it set to All of the conditions are met (AND).
  11. Click Save.

Add immediate actions to route high-scoring leads to Belle Pepper.

  1. Under the Immediate Actions box, click + Add Action.
  2. In the Action Type dropdown list, select Update Records.
  3. For Action Name, type Assign high-scoring leads.
  4. Click Select a record to update..., then select the radio button next to Select a record related to the ScoreIntelligence, then scroll down and select Lead ID, and click Choose.
  5. For Criteria for Updating Records, keep it set at No criteria—just update the records!
  6. For Set new field values for the records you update, click Find a field..., select Owner ID.
  7. Set Type to User.
  8. For the Find a user… field, type Belle and choose Belle Pepper.
  9. Click Save.

Add criteria to look for leads with Einstein Scores less than 80.

  1. Click + Add Criteria.
  2. For Criteria Name, enter Less than 80.
  3. For Criteria for Executing Actions, keep it set to Conditions are met.
  4. For Set Filter Conditions, click Find a field..., select Lead ID > Status, and click Choose.
  5. Leave Operator to Equals, Type to Picklist, and select New - Not Contacted as the value.
  6. Click + Add Row.
  7. Click Find a field..., select Lead Score and click Choose.
  8. Set Operator to Less than, and keep Type set to Number.
  9. Enter 80 in Value.
  10. For Conditions, keep it set to All of the conditions are met (AND).
  11. Click Save.

Add immediate actions to route low scoring leads to a queue.

  1. Under the Immediate Actions box, click + Add Action.
  2. In the Action Type dropdown list, select Update Records.
  3. For Action Name, type Assign low-scoring leads.
  4. For Record Type, click the radio button next to Select a record related to the ScoreIntelligence, then scroll down and select Lead ID, and click Choose.
  5. For Criteria for Updating Records, keep it set at No criteria—just update the records!
  6. For Set new field values for the records you update, click Find a field..., select Owner ID.
  7. Set Type to Queue.
  8. For Value, type Lead Queue and select Lead_Queue.
  9. Click Save.
  10. Click Activate then click Confirm.

Now anytime Einstein scores an open lead that hasn’t been contacted, our process will kick in and route the lead appropriately.

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