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With custom formulas it's now possible to do RoundRobin Lead Assignments. This is a big help for sales managers because they don't have to manually slice territories, and it's also great for reps because it spreads the workload evenly.  Here's how it's done.

1. Create an AutoNumber custom field on Lead (e.g.,"Lead Number"), display format {0}

2. Create a formula custom field on Lead (e.g.,"Round Robin ID"), data type number, formula = 1 +MOD(VALUE({!Lead_Number__c}), #), where # is the number of participants in theround robin.

3. Create an assignment rule on the Round Robin IDfield, whose values will vary between 1 and #.

So if you have 4 reps in your round-robin you wouldcreate lead assignment rules like:

  • Round     robin ID 1 assign to Tom
  • Round     robin ID 2 assign to Jane
  • Round     robin ID 3 assign to Pete
  • Round     robin ID 4 assign to Ann

Bear in mind this is simplistic round robin -there's no workforce management or load balancing built in.  For example,if Tom is out sick for a day, the only way to handle it would be to modify theassignment rules and/or formula manually.

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