Day: March 19, 2022

Round Robin Assignment Using Flow

Using Flow for Round Robin Assignment. Unfortunately, at this time, while lead and case assignment rules offer many options, there is no Salesforce native solution to assign records in a round-robin style. But no need to fret! Using two flows and a few custom objects, you can learn to build a free, scalable, and internal solution for all your assignment needs. This solution can be used on any object, takes into account users who may be out of the office, and lists of assignment group members can be easily managed by supervisors or users themselves as needed.

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