How to Manage Round Robin

Round Robin Management:

• Round Robin records can have more than one Round Robin Assignment. Whenever a Round Robin is used in Routing Assignments each assignment under Round Robin will be assigned to record in rotation based on the last assigned time.

  
  

Example Scenario:

Routing Rule 1 has selected RR1 for assignment and RR1 has RRA1, RRA2, and RRA3 assignments. When a lead matches Rule 1, it will be indirectly assigned to the RRA1 user, and the last assigned time on that assignment will be updated with the time of assignment. So, when the lead matches Rule 1 a second time, the RRA2 user should be assigned to the lead, and the same process follows for the next assignment, where the RRA3 user will be up for assignment in rotation.

1. Creating a Round Robin Rule

   
   

   Step-by-step instructions for creating a new Round Robin Rule.

   
   

Create New: Clicking on Create New opens the Create Round Robin Modal.

Round Robin Rule Name: Name of Round Robin Rule.

Is Active: Toggle to set the round robin as active/inactive.

Select Object: Required field to select an object for which the round robin needs to be created.

Add User: Select users for assignment.

Add User Row Enable Toggle: Enables/Disables User for Round Robin assignment.

2. Managing Round Robin Rule

Edit: Allows users to change the round robin title, IsActive (True/False), Selected Object, and assignment user, etc.

Delete: Deletes the round robin.

(Round Robin UI Data will be Saved in Round_Robin__c Object)

Round Robin Functionality:

• Users create Round robin records for objects (e.g., Lead).

• All Round Robins are listed on the Routing Assignment tab object-wise. For example, if we want to add an assignment of type round robin for a lead, the round robin list related to lead will be shown.

  
  

Example Scenario Continued: Routing Rule 2 has selected RR1 for assignment, and RR1 has RRA1, RRA2, and RRA3 assignments. When a lead matches Rule 2, it will be indirectly assigned to the RRA1 user, and the last assigned time on that assignment will be updated with the time of assignment. So, when the lead matches Rule 2 a second time, the RRA2 user should be assigned to the lead, and the same process follows for the next assignment, where the RRA3 user will be up for assignment in rotation.