
How to Create Custom Salesforce Round Robin Processes
One of the most common assignment needs for Salesforce leads and cases is to circulate these via a round robin assignment process. But assignment in the marketing, sales or...
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Nathalie is a CRM Analyst at Sercante with four years of experience working with Sales & Service Cloud. When she's not working, she can be found watching Rugby Union, reading or listening to a true crime podcast. Nathalie enjoys learning from her fellow Sercantians and improving Salesforce processes.
One of the most common assignment needs for Salesforce leads and cases is to circulate these via a round robin assignment process. But assignment in the marketing, sales or...
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