Criteria :
- If the lead RecordType = ‘US Lead’, then assign the lead to users with country = ‘USA’
- 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.