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05-02-2007 02:42 PM
Solved! Go to Solution.
04-18-2008 06:38 PM
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.
For details about using this function, see VALUE.
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)
- 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
Senior Marketing & Sales Ops Manager
06-18-2008 06:01 PM
06-18-2008 08:26 PM
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.
08-11-2009 04:00 PM
10-15-2010 10:34 AM
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.
12-13-2010 05:13 AM - edited 12-13-2010 05:13 AM