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Round Robin Lead Assignment in Salesforce

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in Eloqua 14 comments

I recently had to create a round robin assignment of new leads to sales. Since it took a bit to figure out, and many calls with the awesome Eloqua Tech Support, I thought I'd post it for reference.

Note, you will have to create and map a few fields along the way.


1. Create Group of Users who will receive the Leads

SETUP > ADMINISTRATION > USERS > NEW SECURITY GROUP

STEP 2. SYSTEM OPTIONS - do not change the default values

STEP 3. SELECT AGENTS - pick the members of the round robin assignment

2. Modify your CRM Update program (create only unique leads).

Find the decision rule immediately before the program step that creates a Lead in Salesforce. In my case it is this one:

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