Hi, thank you so much for this tutorial. Quick question, for the counter reset flow. Can I use the 'Use the user record that triggered the flow' to avoid a performance issue?
But that would only reset the count for the specific user - my hope is to reset the counter for all users that are a part of the assignment so that everyone is on the same footings. I have also been told that a good suggestion would be to have a user created reset flow (in case a user is created with the checkbox = true), and also one like I created for just user edited flow.
Probably would add a filter on the flow, with a checkbox on the user object that would need to be ticked when someone is on vacation. That's my quick thought. Happy to jump on a call and chat it out if you come up with something different that you want to validate with me. Add me on LinkedIn :)
Hi, I am trying to build this but it is not working for me either and after all sort of debugging, I am trying to understand where I went wrong. The only super small difference I can spot between my flow and your video after re-watching carefully, is the "User from Find User" variable. I have just noticed the data type I selected may be different than yours (as shown at around 2min 5 seconds in your videos, under the manager tab). Mind letting me know what the data type it should be? I am really hoping this may solve this for me. Thanks a lot!
Does it work only when lead is created or also for lead is created or updated?? I want to create it to assign leads from one user to another (Round Robin) after a few criteria are met
It assigns is to one then the next time the next. It works this way even if you have 100 reps. It takes the first person in the lookup with the lowest. That's the essence of the idea. Good luck implementing it :)
This flow is not working for all active users it's only assigning leads to one active user not checking for next user. Can anyone please help me on this
@@shubhambijawe7174 I would have to see what the problem is. It could be a permission issue on the users profiles. Can you confirm if all of the users you are trying to include have the same level of permission? Or, can you confirm you have no other automation that runs that might be changing the owner of a record?
Hey Vuk! This was a great video. I encourage you to continue creating high-quality content like this. You rock!
Thanks so much Milton!
Amazing! Up to now, I had feared to start using flow but finally, I started it with yours. Thank you so much.
Love to hear you are making progress!!
Hi, thank you so much for this tutorial.
Quick question, for the counter reset flow. Can I use the 'Use the user record that triggered the flow' to avoid a performance issue?
But that would only reset the count for the specific user - my hope is to reset the counter for all users that are a part of the assignment so that everyone is on the same footings. I have also been told that a good suggestion would be to have a user created reset flow (in case a user is created with the checkbox = true), and also one like I created for just user edited flow.
Works great! How would you handle when someone in the round robin is on vacation?
Probably would add a filter on the flow, with a checkbox on the user object that would need to be ticked when someone is on vacation. That's my quick thought. Happy to jump on a call and chat it out if you come up with something different that you want to validate with me. Add me on LinkedIn :)
Love it ^^
Thanks!!
Hi, I am trying to build this but it is not working for me either and after all sort of debugging, I am trying to understand where I went wrong. The only super small difference I can spot between my flow and your video after re-watching carefully, is the "User from Find User" variable. I have just noticed the data type I selected may be different than yours (as shown at around 2min 5 seconds in your videos, under the manager tab). Mind letting me know what the data type it should be? I am really hoping this may solve this for me. Thanks a lot!
Hey. Can you send me a LinkedIn request? I am currently traveling but later next week we can hop on a call to review what you built!
Does it work only when lead is created or also for lead is created or updated??
I want to create it to assign leads from one user to another (Round Robin) after a few criteria are met
Probably just need to adjust the entry criteria for the flow!
@@Vuk_Stajic thank you 🙌
Their can be a problem if same users are used in different objects assignments like Lead & Contact
Not if you create separate checkboxes for each separate assignment process :)
How it works if 2 user's have same number of leads.
It assigns is to one then the next time the next. It works this way even if you have 100 reps. It takes the first person in the lookup with the lowest. That's the essence of the idea. Good luck implementing it :)
This flow is not working for all active users it's only assigning leads to one active user not checking for next user. Can anyone please help me on this
Did you create checkboxes on the user object and tick them as true?
I am also facing the same issue even the check box is ticked for another user ,can you please guide how to resolve this
@@shubhambijawe7174 I would have to see what the problem is. It could be a permission issue on the users profiles. Can you confirm if all of the users you are trying to include have the same level of permission?
Or, can you confirm you have no other automation that runs that might be changing the owner of a record?
@vuk Stajic Thank you, it works for me.
@@shubhambijawe7174 what did you have to fix, so everyone in the future can avoid the issue? :)