I created a flow for lead routing based on this video Round Robin Assignment Using Flow - YouTube published by @Salesforce Automation Hour. We needed something custom that could adapt to people being out of office and changing the number of group members in the Round Robin.
It works great when one lead comes in at a time. However when we import leads it assigns all leads matching the account type decision to the first group member rather than assigning one record and then assigning the next record to the next group member.
I am guessing I need to add a loop somewhere but not sure where/how.
- It is a record trigger flow that runs when a lead is created.
- First it looks if the lead is an Enterprise Lead or a Growth Lead and then it gets the appropriate assignment group.
- The next steps it gets the active group member with the oldest last assignment date (it is only storing the first record.)
- It updates the ownerID on the lead to be the userID from the group member identified in set twp.
- Lastly, it updates the last assignment date on the group member record to the current date and time.
Untimely we need it to work if it is one lead or an import. #Flow #Automation
Honestly, the issue happens because when you import a bunch of leads, the flow fires for all of them at the same time and they all grab the same first user before the “last assignment date” gets updated. The easiest fix is to add a
scheduled path so the assignment happens a minute later instead of instantly. That way each record processes one after another and the round robin actually rotates. You don’t really need a loop unless you want to redesign the whole thing—just delay the assignment step and it’ll work for both single leads and imports.If you want an alternative to building this yourself, you could try LeadAngel, LeanData kind of tools.. they already have lead assignment / routing built in, with support for round robin, availability, out-of-office, etc.
