The Ultimate Round Robin Knowledge Base for Sales Teams
Round Robin Knowledge Base > Automated round robin in Salesforce
Automated round robin in Salesforce
Salesforce offers a lot of choices for automating workflows and round robin assignment is no different. It's important to think through your options before building an automation.
First, will you be assigning Leads, Accounts, Opportunities, or Tasks in Salesforce? Some of these round robin assignment methods work better for certain object types. For example, Lead Assignment Rules are only applicable to Leads.
Also think about whether you need a basic round robin approach, or if your round robin needs weighting, capping, load balancing or availability management. The methods below will focus on the most basic form of round robin.
You can use following methods for doing assignment via round robin in Salesforce:
- Lead Assignment Rules
- Process Builder
- Use sales engagement software
- Use Gradient Works Assignment