I am trying to create lead automation rules for a Pardot form to be used by our website and having issues. In the U.S. we assign our leads based on facility zip code which will be filled out on the site. Should I write a formula and can I create lead settings based off this custom object to assign it to the correct rep?
2 respostas
For all the zip codes available do the automation get the formula and prepare the mapping doc which tells what goes where (assignment), this mapping doc should also tell you count of records that we need and then utilize custom metadata in salesforce to create fields and add the records(count).
Now when a lead comes in then => we do a logical match within the mapping records and assignment will follow from that.
