How to apply the - Round Robin Lead Assignment formula

[Richster]

I am a newbie, and want to know where are the steps to implement this formula. Is there a tutorial on how I can set this up. I am new to this software and would really appreciate any suggestions or help in this area.

Thanks

Rich

* This is the formula is from the formula PDF *

http://na4.salesforce.com/help/doc/en/salesforce_useful_formula_fields.pdf

- search round robin -

I have 4 sales pro's at the moment but will have 6-8 very soon. If that matters.

[Scott513]

Rich-

Did you ever get any assistance with your Round Robin question?

Regards,

Scott

[KaizenSaad]

From the Salesforce Help pages:
Lead Numbering

This formula returns a number value for the text value in the auto-number field Lead Number. This can be useful if you want to use the Lead Number field in a calculation, such as round-robin or other routing purposes. Note that auto-number fields are text fields and must be converted to a number for numeric calculations.

VALUE( Lead_Number__c )

For details about using this function, see VALUE.

Round Robin Assignment of Cases or Leads

The following formula example for leads assumes you have three lead queues and you want to assign an equal number of incoming leads to each queue. You can also assign cases using a similar formula.

MOD(VALUE(Lead_Number__c) ,3)

This formula is for a custom formula field named Round_Robin_ID that assigns each lead a value of 0, 1, or 2. This formula uses a custom auto-number field called Lead Number that assigns each lead a sequential number starting with 1. The MOD function divides the lead number by the number of lead queues available (three in this example) and returns a remainder of 0, 1, or 2. Use the value of this formula field in your lead assignment rules to assign lead records to different queues. For example:

• Round_Robin_ID = 0 is assigned to Queue A
• Round_Robin_ID = 1 is assigned to Queue B
• Round_Robin_ID = 2 is assigned to Queue C

For details about using these functions, see MOD and VALUE.

Saad Hameed
Senior Marketing & Sales Ops Manager
saadmarketing@yahoo.com

[RGSFAdmin]

Hi there I am a new SF admin and I am trying to setup a lead assignment rule.

We have 3 sales reps and I would like to setup ROUND ROBIN lead distribution. We dont currently have any territory settings - I just want incoming leads to rotate between the 3 sales guys. I saw the post above however, I am not totally sure how to implement this. I dont want the leads to go into queues - I want them to go directly to the sales people.

I am hoping someone can help guide me through this.

Thanks :)

[rpr2]

Just substitute the name of a salesperson instead of the queue name.  Queue is only an example of how it could be used.  Salesperson is fine, too.

Rhonda

[bfunk3778 · Accepted solution]

Is there a way to only apply the auto-number field to a certain Record Type?

[NIKAL]

The Round Robin is great but I wonder how to incorporate case load balancing witht his as well. Anyone think of case load balancing to ensure it remains fair for all Support reps?

[wmojr]

any answers to the last two replies?

[Poleaxed]

I second what NIKAL asks.  We need case load balancing round robin routing rules.  I installed the round robin app but this is very limited and has some bugs (have to change owner twice.)  I'm acutally suprised SalesForce is not responding to this or providing any more functionality on round robin record assignment.  Seems this is an extremely common request.

[abhi_the1]

Thanks Hameed. It was really great. Worked perfectly for me :)