How to create round robin lead assignment rules in Salesforce
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In this video I show you how to do round robin lead assignment rules in Salesforce using Ortto. Instead of writing code or doing complex lead assignment rules in Salesforce we'll create a customer journey in Ortto and take you all the way from a call-to-action, to round robin lead assignment, to creating a task and sending a follow up email from the assigned lead owner.
00:00 - Introduction to round robin lead assignment with Salesforce
00:59 - Creating a journey to do round robin lead assignment in Salesforce
01:36 - Adding the Salesforce round robin lead assignment action
07:10 - Assigning round robin leads based on geo or region
09:05 - Assigning round robin leads based on enterprise or SMB reps
11:57 - Final thoughts on Salesforce round robin lead assignment
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