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Topics#ApexFrage von Deepu sfdc
Deepu sfdc (TECH Mahindra) fragte in #Apex
23. Sept. 2016, 07:59

Apex trigger to assign all incoming leads in a Round-Robin fashion

Criteria :

  1. If the lead RecordType = ‘US Lead’, then assign the lead to users with country = ‘USA’
  2. If the lead RecordType = ‘International’, then assign the lead to users with Country != ‘USA’

The assignment has to happen in a round-robin fashion.

 

For eg., if there are only 3 users(User1,User2,User3) with country = ‘USA’ in the system then the first lead with RecordType = ‘US Lead’ will be assigned to User1, Second lead with RecordType = ‘US Lead’ will be assigned to User2 and so on.

The same logic applies to international leads.

 

Workload balance in lead assignment : It would be good if the workload of the user is considered in lead assignment. For eg., User2 is the next in line to get a lead assigned through round-robin fashion and he has 10 open leads and User3 only has 2 open leads assigned. Even though User2 is the next in line, in order to balance the workload of users, the lead can be assigned to user3.

 

 
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