Hi,
In my org there are two ways leads come in, and they are added as different record types. Lead with the record type "Consumer" come through a web to lead form, and need to be assigned using a round robin. Leads with the record type "Consumer - Manual Entry" are added by the users/sales reps and need to stay assigned to that user.
I added the criteria to the round-robin assignment rule to only assign leads with the record type "Consumer" and that worked. However, when "Consumer - Manual Entry" leads are added, they are still taking a space in the round-robin. When 'Consumer - Manual Entry" leads are created they are not being assigned with round-robin, but the round-robin is continuing in the cycle as if a user was assigned a lead. Now our leas assignments can look like: Consumer lead 1, consumer lead 2, consumer - manual entry lead, consumer lead 4. This causes the 3rd user in our round-robin cycle to get skipped.
Is there a way to restrict the lead assignment and lead ID so the round-robin only recognizes one record type, and is not affected by leads being created with a different record type? Thank you!
This requirement can not be fit into your existing round-robin process. So you will have to build the complete process from scratch.
See the steps below.
1. Create a new Number field on the lead object with 0 decimal. Let's name it New Round Robin Id
2. This new field should be populated when a new "Consumer" lead is created. So for this, you will have to create a before trigger flow on the lead object. Which should trigger when a new Consumer lead is created. It will query the most recent created lead record (Order by CreatedDate Descending) and will get the round robin Id from the most recent created lead record and will increment +1 into and will assign this new Round-Robin Id to the new lead in the new field.
Once the above is completed.
Then follow the below two steps from this article. (This is what you have set up now)
a. Create a Round Robin Field That Tells the System to Assign Each New Lead to the Next User in Order. b. Create a Lead Assignment Rule to Ensure Leads are Assigned Evenly Across Users
