Automating Assignments with Round Robin in Salesforce

Getting leads into the hands of the right people is crucial for any sales team. And, sometimes, those leads need to be spread amongst every sales rep evenly. Sales Managers are constantly reviewing leads and changing ownership of records. This can sometimes take many hours to ensure that leads from a ticket interest form, for example, are evenly split among their sales team.

To address this, we recently rolled out an automated Round Robin assignment process inside Salesforce. The goal was simple: distribute leads evenly among a group of eligible Users.

How It Works (At a High Level)

Without getting too deep into the technical build, the new process ensures that each lead entering the system is automatically assigned to the next available rep in a rotating order. Once someone is assigned, they move to the bottom of the list, and the cycle continues. Even better, you can have multiple Round Robins with different entry criteria. In the attached example, three separate Round Robins exist for three separate use cases.

This approach creates predictable and balanced workload distribution, without any manual intervention, and can work for just about any Object in Salesforce. Need to split up Marketing Activities for highly engaged Eloqua Contacts? No problem. Want Opportunities automatically created, and evenly distributed for people who have a season ticket interest? Round Robin can solve it.

We're always looking to improve and iterate. If you have ideas for how this process could be enhanced or expanded upon, we’d love to hear them. Reach out to your Salesforce Admin today!