Demo

RoundRobinPlus in Action

You can assign records from any object

SuperRoundRobin can assign records from any object that's most standard objects and any custom object and out of the box is configured to work with lead, case, account, opportunity and contact.

Route & Assign

It's easy to root and segment records in the app rules can be created based on either standard or custom fields they can be routed then to the right team and then assigned by round-robin or weighted distribution.

Support Working Hours

You can set working hours or shifts the weekly schedule can be specified for each assignee and on a summary page that schedule can be switched in just one click. This is perfect for shift workers part-timers staff rotations reps in different time zones.

Super Round Robin is an app that allows you to assign records from any object to the right team or individual using rules and schedules. Here are some guidelines that show how to use the app to create a match group for web leads and test it with some sample data.

A match group is a container that holds a collection of rules and a collection of assignees. A rule defines the criteria for matching a record, such as the lead source or the territory. An assignee is a user or a queue that can receive the record. You can create as many match groups as you need for different scenarios and objects.

To create a match group for web leads, go to the app’s main control screen and click on New Match Group. Give it a name, such as Web Leads Team, and select Lead as the object. Then, add a rule that matches records where the Lead Source equals Web. Next, add the assignees that you want to assign the web leads to, such as Charlie Cronin, Gabby, and Chrome Gracie. Choose Equal Round Robin as the assignment mode, which means that each assignee will get an equal share of the records.

To test the match group, we will use a tool called Postman, which simulates a web-to-lead form submission. We will create some fake leads with different names and set their lead source to Web. Then, we will submit them to Salesforce and see how they are assigned by Super Round Robin.

After submitting the leads, we can go to the Match Log screen, which shows a log of all the assignments that Super Round Robin does. We can see that the Web Leads Team match group has assigned the leads to Charlie, Gabby, and Chrome in a round-robin fashion. We can also verify this by looking at the lead records themselves.

The Match Log screen is very useful for troubleshooting and understanding how your assignments work. You can also use the Working Hour Summary screen to see and change the availability of your assignees based on their schedules and shifts.

You can install the app on your sandbox and explore its features further by following the setup guide and reading the knowledge base. If you have any questions or comments, please email us at info@smartroundrobincom.

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