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#Lead Assignment0 debatiendo

I created a lead assignment rule that follows this logic:

 

- If a lead has a Pardot Score over a 50 AND they are located in the United States -> Assign it to Salesperson.

- If a lead does NOT meet the criteria above -> Assign it to me

 

My questions is:

 

- if a lead goes through the lead assignment rule and gets assigned to me, and then it later matches the criteria to be assigned to salesperson, how can I set it up so that it reassigns itself to the salesperson when it meets the necessary criteria?

 

#SalesCloudAskAnExpert

4 comentarios
  1. 3 mar 2023, 17:52

    Hi @Abi Beaty

    You can create a record triggered flow on when the record is created and the record is updated. Set the decision criteria rule  on lead object as - If a lead has a Pardot Score over a 50 AND they are located in the United States -> Assign it to Salesperson.

    - If a lead does NOT meet the criteria above -> Assign it to owner. Save and activate the flow.

     

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Has anyone else noticed a problem with Lead Assignment rules recently?  I assign Leads from Pardot based on the Country Code.  Recently, the Leads are being assigned to the wrong user even when the Country Code indicates they should be assigned to someone else.

@* Salesforce Administrators * 

2 comentarios
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I have Leads mapped to different Queues based on the State where the Lead is. I'd like to build a flow that checks 10 minutes after the Lead is created if the Lead Owner is still a Queue. If it is, I'd like to send a notification out to the assigned Users in  the Queue that there is a Lead up for grabs.

 

How can you add a Queue in the conditions of the flow as the Lead Source? I don't want to have to hard code it. 

 

#Flows #Lead Management #Lead Assignment #Automation #Queues

3 respuestas
  1. 22 abr 2022, 19:56
    Hello, you can use scheduled paths for this one. In your scheduled path, check if the owner id starts with 00G. Then, get the group members, using the owner id, collect their user ids, shoot a notification. Let me know if you have any questions.
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#Sales Cloud #Automation #Data Management #Lead Assignment

2 comentarios
  1. Takaaki Motohashi (PERSOL CROSS TECHNOLOGY CO., LTD.) Forum Ambassador
    20 dic 2021, 0:22

    Congratulations!

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Hi all, I'm hoping I can reach out the community today for some guidance or ideas.  My client receives leads from outside sources, and sometimes the customers will send through more than one inquiry, or there may already be an existing lead in the system. What I need is; when a duplicate (new) lead matches the existing (old) lead, then the system should use the OwnerID from the old lead for the new lead.   I've created two flows in attempt to address this but it's not working in the production environment (by all rights it should work....bet you've heard that before)  Simplified flow:  

Hi Trailblazers! Auto-flow assign duplicate leads to original lead owner

 

Flow 2.0   

 

improflow.PNG

 

#Flow  #Lead Assignment  #Automation

 Do note there is a Round Robin on the lead. Could be that the round robin is triggered after the flow, therefore overwriting the flow above. Any thoughts, ideas or share experiences would be greatly appreciated.  Thanks in advance@!

2 respuestas
  1. 17 oct 2021, 10:36

    Hello,

     

     Process builder on create to launch the flow

     

     Get element that gets the lead that started the flow. Lets call it newLead. >

      Get element that gets all leads that have the same email as newLead, sort them by created date from smallest to largest and only retrieve the first record. Lets call it oldLead. >  Assignment element that set newLead.ownerid = oldLead.ownerid > Update element that update newLead.

     

    Also you can change the sort order (mentioned above) to largest to smallest to assign the lead to the last person to have that lead rather than the first person to have the lead. Additionally,  change the filters (mentioned above) so that it doesn't try to match leads with blank emails.  

     

    Thanks

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Hi guys,

 

I have a problem here. In setup Lead Assignment I have set the rules that if the round robin ID = 1 and the record type is X, so this lead would go to A. But the problem is the round robin ID also created on the other record type, although I have set the rules only applied to X. Could you please help me with this issue? I would appreciate your help!

 

#Automation

 

@Salesforce Flow Automation @* Salesforce Platform *

4 respuestas
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    16 oct 2021, 15:13
    You could also consider a AppExchange solution if you were open to a new way to handle round robin entirely
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I've a requirement where I want to assign leads based on state I  need to compare Lead's custom field state(text) with Custom settings field State(text Area)  and UserName(text) and and if   Lead state matches one of the state values in State (textarea) then assign owners based on that custom settings Username field.

 

 I know we can use Lead Assignment rule but  we want state and Username field Dynamic according to user's needs. 

Example 

 

Records in Custom Settings 

State = TX,AR,LA

Username = Alice

 

State = DE,NC,TN,VA,WV

UserName = John

 

 if Leads state = 'LA' then it should be assigned to Alice .

 

How can I compare Lead's text field with Cust settings textArea.

I have written a trigger but I am getting errors

public class RoundRobinLeads {    public static void RoundRobinLeadMethod(List<Lead> leadList){                Map<Id,StateAssignment__c> mapOfStateOwners = new  Map<Id,StateAssignment__c>();        Map<Id,Lead> mapleadsWithStates = new    Map<Id,Lead>();        List<Lead> leadsWithStates= new   List<Lead>();                        for(StateAssignment__c s:[SELECT id ,State__c,UserName__c from StateAssignment__c]){            mapOfStateOwners.put(s.Id,s);        }                for(Lead l:leadList){            if(l.State__c != null){                leadsWithStates.add(l);                mapleadsWithStates.put(l.id,l);            }        }                                    for(StateAssignment__c st : mapOfStateOwners.KeySet() ){            for(Lead l: leadsWithStates){                if(l.State__c == st.State__c.contains(l.State__c)){                    l.OwnerId =  mapOfStateOwners.get(st.Id).UserName__c;                }            }        }    }}

 

but it gives error 

Comparison arguments must be compatible types: String, Boolean

 

how can I compare Lead's text and  custom settings text area field?

 

#Round-robin  #Lead Assignment  #Custom Settings  #Sales Cloud  #Service Cloud  #Trailhead

1 respuesta
  1. 4 oct 2021, 12:44

    Hello @Shivani Tanwar,

     

    Please use the below code to get the error resolve -

    public class RoundRobinLeads {      public static void RoundRobinLeadMethod(List<Lead> leadList){                  Map<Id,StateAssignment__c> mapOfStateOwners = new  Map<Id,StateAssignment__c>();          Map<Id,Lead> mapleadsWithStates = new    Map<Id,Lead>();          List<Lead> leadsWithStates= new   List<Lead>();                            for(StateAssignment__c s:[SELECT id ,State__c,UserName__c from StateAssignment__c]){              mapOfStateOwners.put(s.Id,s);          }       for(Lead l:leadList){              if(l.State__c != null){                  leadsWithStates.add(l);                  mapleadsWithStates.put(l.id,l);              }          }       for(StateAssignment__c st : mapOfStateOwners.KeySet() ){              for(Lead l: leadsWithStates){                  if(st.State__c.contains(l.State__c)){                      l.OwnerId =  mapOfStateOwners.get(st.Id).UserName__c;                  }              }          }      } }

     

    in the If condition contains return true and false so we need to check for the true or false or we can just leave without checking.

     

    Hope it will help you, if it will help mark it as BEST ANSWER.

     

    Thanks,

    Yash Agrawal

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Hi all, I'm a bit of a Pardot rookie here, my typical role is as a Salesforce admin, so bare with me. 

 

Essentially I am trying to make sure owner assignment is being handled correctly. We have lead assignment set up in Salesforce, but I'm not sure where to find this is Pardot. 

 

Also, is there a way we could potentially involve the Salesforce Lead Assignment Rules? It seems to be bypassing those entirely.

 

Thanks in advance!

2 comentarios
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Is there a way to notify a user via a completion action that is not in Salesforce?

4 comentarios
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Looking for formula help for a lead.  I need a field called "RSD Lead Owner" that auto populates with the sales rep assigned the lead when they are of the role "RSD Sales".  (I assume using the role is required to  eliminate marketing and admin from the equation as they are sometimes the first lead "owner" before they officially assign the lead.)  

Once this field populates with the rep in the role of RSD Sales I need the RSD Lead Owner field to remain this owner no matter how many times the lead changes hands and is assigned to someone outside of the RSD Sales role. 

Essentially: RSD Lead Owner would equal the first person assigned as the lead owner in the role of RSD Sales. 

4 comentarios
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