Lead Routing - 2 to 1 Assignment - Answers - Salesforce Trailblazer Community
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Courtney McGuireCourtney McGuire 

Lead Routing - 2 to 1 Assignment

I have a scenario where we are trying to divide up a certain type of lead between 2 teams.  Team A has 2 members, Team B has 1 member.  
  • Team A member 1 gets one lead
  • Team B member 1 gets the next lead.  
  • Team A User 2 gets the next lead.
  • Team B member 1 gets the nexy lead  
  • Then it starts again.  

Not sure if this is possible or what would be considered best practice. 
Mike ArthurMike Arthur
Hi Courtney,

Not tried this but how about creating an 'autonumber' custom field that starts at 1 on your Lead object.  Every time a Lead is created, this field will be populated with the next number, e.g. 2, 3, 4...

Not sure if you can do the next bit in your lead assignment rule or if you need a custom formula field that you can reference, but you use the 'Mod' function, which gives the remainder when a division sum is performed, e.g. Mod(7,3) returns 1 because 7/3 the remainder part is 1.  If the mod returns 0, assign lead to Team A member, if 1, assign to Team B member 1, if 2, assign to Team A user 2.  Change the rule if more team members arrive.

Mod function help is here:

Abhishek SivasubramanianAbhishek Sivasubramanian
This scenario is handled by an app called "Distribution Engine" by NC Squared company. We have implemented this app. It lets you configure teams and do round-robin assignments based on quality, day-wise, quota, etc.

Mike ArthurMike Arthur
Hi Courtney,

If you need something more than the autonumber / division sum solution, have a look at an app called Arxxus Lead Assigner - https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q4keEAA.
I came across it while looking at another Arxxus app.
I've not used it but might be worth checking out along with the one that Abhishek mentioned.

Courtney McGuireCourtney McGuire
Thank you so much. I will definitely look into it.
Rahul VohraRahul Vohra
Hi Courtney,

I am not sure if you were able to resolve your problem but I would recommend you to checkout the Round Robin Distributor app which gives you the flexibility to have multiple teams and have specific criterias for the lead assignment, capping the number of leads per team or individual Reps, assign to active users and much more. Download the app at https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DpgwTEAR to get started.