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mshanemc / roundRobinProcessBuilder

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Setup Instruction #6

Open YINT2018 opened 5 years ago

YINT2018 commented 5 years ago

Hi All!

This package is really awesome! It will solve so many problems and I can see the future of this widget to be an out of box feature. Really appreciate it!

I re-organized the setup instruction because I was confused by some of the details in it. I mean the tool is super easy to use but it takes some time to figure out the details. Since we are using this amazing widget, I would love to chime in too. Feel free to use or edit it!

  1. Setup > Users > Public Groups Create a new public group that you want the object to assign to. Public group by roles won’t work. Please add it by users.
  2. Process Builder Create a Process on the object you want, and specify your criteria
  3. Apex Action, call it whatever you like
  4. Select Assign Objects from the apex classes
  5. Specify the group name (label, not API name) and the recordId (the record id field of the records you want to reassign, Opportunity.id,lead.id etc.)
  6. Optionally, put in the API name of a field you'd like to use instead of ownerId (the default).
cesarhb commented 5 years ago

@YINT2018 quick question for you - I also like this package, but am curious to know if any of your users are getting system generated lead assignment emails as a result of it? Also, these instructions were very helpful!

YINT2018 commented 5 years ago

@YINT2018 quick question for you - I also like this package, but am curious to know if any of your users are getting system generated lead assignment emails as a result of it? Also, these instructions were very helpful!

We didn't end up deploy this process because we have some manual decisions involved in our lead assignment process. Sorry that I can't help more!

tisdale commented 5 years ago

I'm using this on the Account Obj. so no direct experience but my guess is that maybe Lead assignment rules (or other workflow) are generating these?

kevinramme commented 4 years ago

Is it possible to utilize a combination of 2 fields? (Group/Object/Field1/Field2)? Wondering if this could work for dynamic assignment based on Territory AND Deal Size...

mshanemc commented 4 years ago

@kevinramme the group/object/field combo is used to even distribute the records (tracking who got the last one).

To do what you're describing you could make a group for each combination of territory/size. Use the filter criteria on PB to do your assignments (which group gets which size(s)/terr(s). You could use either field if you've got unique groups.

fmorgan-iccu commented 4 years ago

Is there a way to adjust to when people have PTO (turn it off and on by the user not the admin), so they don't get the cases in the Round Robin?

mshanemc commented 4 years ago

@fmorgan123 never contemplated that. Where are you storing that information in Salesforce?

fmorgan-iccu commented 4 years ago

well the PTO data is in a separate program. I was wondering we would be able to relate to the user record, last login field....