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.
- From Setup, enter
Process Builder
in the Quick Find box, then select Process Builder. - Click New.
- 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
- Click Save.
- Click + Add Object.
- Under Object, select Score Intelligence.
- For Start the process select when a record is created or edited.
- Click Save.
Add criteria to look for open leads with Einstein Scores greater than or equal to 80.
- Click + Add Criteria.
- For Criteria Name, enter
Greater than or equal to 80
. - For Criteria for Executing Actions, keep it set to Conditions are met.
- For Set Filter Conditions, click Find a field..., select Lead ID > Status, and click Choose.
- Leave Operator as Equals, Type as Picklist, and select New - Not Contacted as the value.
- Click + Add Row.
- For Set Filter Conditions, click Find a field..., select Lead Score, and click Choose.
- Set Operator to Greater than or equal, and keep Type set to Number.
- Enter
80
in Value. - For Conditions, keep it set to All of the conditions are met (AND).
- Click Save.
Add immediate actions to route high-scoring leads to Belle Pepper.
- Under the Immediate Actions box, click + Add Action.
- In the Action Type dropdown list, select Update Records.
- For Action Name, type
Assign high-scoring leads
. - 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.
- For Criteria for Updating Records, keep it set at No criteria—just update the records!
- For Set new field values for the records you update, click Find a field..., select Owner ID.
- Set Type to User.
- For the Find a user… field, type
Belle
and choose Belle Pepper. - Click Save.
Add criteria to look for leads with Einstein Scores less than 80.
- Click + Add Criteria.
- For Criteria Name, enter
Less than 80
. - For Criteria for Executing Actions, keep it set to Conditions are met.
- For Set Filter Conditions, click Find a field..., select Lead ID > Status, and click Choose.
- Leave Operator to Equals, Type to Picklist, and select New - Not Contacted as the value.
- Click + Add Row.
- Click Find a field..., select Lead Score and click Choose.
- Set Operator to Less than, and keep Type set to Number.
- Enter
80
in Value. - For Conditions, keep it set to All of the conditions are met (AND).
- Click Save.
Add immediate actions to route low scoring leads to a queue.
- Under the Immediate Actions box, click + Add Action.
- In the Action Type dropdown list, select Update Records.
- For Action Name, type
Assign low-scoring leads
. - 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.
- For Criteria for Updating Records, keep it set at No criteria—just update the records!
- For Set new field values for the records you update, click Find a field..., select Owner ID.
- Set Type to Queue.
- For Value, type
Lead_Queue
and select Lead_Queue. - Click Save.
- 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.