How to assign leads and cases using round robin?
- johnsontitus
- May 12, 2020
- 1 min read
use case:
assign them equally to the existing members.
For eg, if there are 3 members, assign the first lead to member1, second lead to member2 and so on.
solution:
create two custom fields - Auto number that begins with 1
and a formula field that would generate the round robin id, type - number.
Formula is mod(value({!<auto number field>},3)+1
note - assuming there are 3 members so the divisor is 3.
set the assignment rule - if round robin id is 1 assign to member1 and so on.


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