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Jillian Proia (Zelis) 님이 #Nonprofit에 질문했습니다

Environment:

EDA & SSH (Student Success Hub)

 

Requirement:

We have an integration process that creates Advisee Records (Cases) in bulk for new students. This process can create several hundred or even several thousand cases at one time depending on the time of year. A subset of these records qualify for a specialty advisor assignment (Success Team Member) which should be assigned in a Round Robin fashion (or something comparable to achieve a balanced assignment distribution).

 

Issues:

Because we are only assigning a subset of the records, we cannot use an auto-incremented number on the case record. Instead, we built a custom rule object that has a number field to be incremented every time an assignment occurs.  We built the assignment process in a record triggered flow to create the assignment and update the round robin increment. It works successfully when we're creating 1 record at a time, but when we load records in bulk the flows run in parallel resulting in the same user getting assigned all cases in a given batch.  We tried creating a Platform Event record via the flow to call a separate Platform Event Triggered Flow, but encountered the same issues as the platform events are also processed in batches. Lastly, we tried a scheduled flow to loop the newly created cases on a nightly basis but we hit governor limits of too many soql queries. 

 

What is the best way to achieve the sequential/balanced nature of a round robin assignment using flow when records are loaded in batch? 

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