Lead Assignment Automation from Salesforce Flow - Salesforce Geek

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  • Опубликовано: 31 окт 2024

Комментарии • 19

  • @723gaurav
    @723gaurav Год назад

    You are doing a noble job by helping so many people. Keep up the excellent work.

  • @audreybostrom4877
    @audreybostrom4877 Год назад

    I am so thankful I found your channel! You helped me immensely with this one video. I can't wait to check out your other ones. Thank you!

  • @rohitmohanty3134
    @rohitmohanty3134 Год назад

    Instead of the RUN formula you created, I tried comparing Current Record Value with it's prior value in the decision element which is working fine and could be an alternative solution. Anyways, Keep up the excellent work brother.

  • @bobblidattathreya8493
    @bobblidattathreya8493 2 года назад

    Thanks a lot Bro you are helping lot's of people with your videos.

  • @shivanshbhatnagar5140
    @shivanshbhatnagar5140 2 года назад

    Nice video bhaiya. I learn a lot from this. Thank you 😊

  • @LisaPazienza
    @LisaPazienza Год назад

    I replicated this in my org but for accounts. I followed the steps and the custom labels but my new acct records are not being routed to the users I chose in the custom labels. They are still assigned to me.

  • @723gaurav
    @723gaurav Год назад

    I tried using the OR formula that you showed still the email is going on updation of other field. What could be wrong ?

  • @ezetendukizito1386
    @ezetendukizito1386 Год назад

    On Permanent Stafffing, you selected the Label, but the other one, you simply used the decision component. Is there any reason for that?

  • @roysan896
    @roysan896 2 года назад

    Hi Shubham if you show us something on business hours entitlement with case it wilk be beneficial. I have a requirement where I need to add a case based on multiple businesses hour. we have IST and PST monday to friday BH .. my requirement is that i want to assign a case with pst entitlement when the case created on pst time 8 am to 5 pm and ist entitlement if the case is created on 8 am to 5 pm ist time zone.

  • @bobblidattathreya8493
    @bobblidattathreya8493 2 года назад

    Bro, Please do make a video on sending single email on leads where last activity/modified date was greater than a month. In case there are 100 leads with last activity/modified greater than 1month we need to send only 1 email instead of 100 emails.

  • @spooja4549
    @spooja4549 2 года назад

    Where do we get the value? Which you put in a custom label on how to get the value?

    • @salesforcegeek
      @salesforcegeek  2 года назад

      Go to quick find then - type custom label

  • @vtn08
    @vtn08 7 месяцев назад

    Why are you not using the Lead Assignment Out of the box flow?

    • @salesforcegeek
      @salesforcegeek  7 месяцев назад

      Assignment rules not works for update