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How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales?

in Sales 4 comments

Summary:

How to Set Up Automated Round-Robin Assignment Based on Fields in Oracle Sales?


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Hello everyone,

We are currently exploring ways to have have automated round-robin assignment for opportunities in Oracle Sales, specifically based on fields like the customer's zipcode. Our goal is to automatically distribute opportunities among sales reps based on criteria tied to certain fields (e.g., geography).

I couldn't find much detailed information in the documentation about setting up this kind of assignment logic. Has anyone successfully implemented round-robin assignment based on standard or custom fields in Oracle Sales? If so, could you share how you configured it or any best practices?

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