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SalesForce Custom Lead Distribution Coding Needed

Hello,

Background:

We currently use the standard round-robin rule in salesforce.com. The lead assignment rule has round robin plus 4 exception rules were if leadsource = a specifc variable, then that leads is taken out of the round robin and assigned to a specific user. Aside from the exception leads we have noticed that the current round robin is not dividing leads equally.

We would like to build an assignment rule that achieves the following:

1. Assign Leads with specific leadsource, campaign IDs or lead variable to a specific queue. Then, have a Round-Robin within that queue to distribute those leads equally amongst those queue members.

The goal for this first point is that all leads, exception or general get assigned to a queue and are distributed evenly among all queue memebers.

2. Assign different percentages of leads to different salespeople based on their close rate from previous month. i.e. if John close more accounts more account's then Dave then John gets a higher perecntage the following month. Please note that we should be able to manually enter/determine the percentage amounts.

the second point may seem to contradict the first point, however the leads should first flow to the first rule (i.e. be divided equally) then be reassigned by agent close rate.

Kỹ năng: Salesforce.com

Xem thêm: round robin lead assignment salesforce, salesforce lead round robin, salesforce queue distribution, dividing leads salesforce, accounts agent, salesforce round robin within queue, salesforce round robin, salesforce.c, goal com, salesforce, lead c, get lead, campaign lead, close rate based, different custom, salesforce|, salespeople, background assignment, lead distribution salesforce, salesforce lead, 318, lead based campaign, leads user agent, salesforce account, agent based ids

Về Bên Thuê:
( 0 nhận xét ) Toronto, Canada

Mã Dự Án: #1012566

13 freelancer đang chào giá trung bình $515 cho công việc này

NishantBamb

Hello, please refer your Inbox. Thank you.

$600 CAD trong 10 ngày
(14 Đánh Giá)
4.7
dskvaptech

Our technical people can handle your project in a best way to provide flexible solutions at each level of usage of the system. We have experienced people who dealt lump sum(More than 40) of [url removed, login to view] projects whic Thêm

$500 CAD trong 12 ngày
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AbsolutOffice

Good luck selecting a freelancer wannabe!

$599 CAD trong 8 ngày
(1 Đánh Giá)
1.0
chitiz24sep

I had already implemented many lead distribution scenarios I would be best solution provider in this. It will take around 30 hours of build and regression testing. Let me know the details and when to start.

$500 CAD trong 10 ngày
(0 Đánh Giá)
0.0
KamalDeepKD

Pls check your PMB

$750 CAD trong 3 ngày
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NirajKr

Please see your personal message.

$800 CAD trong 30 ngày
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hemantpruthi

Please check your inbox.

$500 CAD trong 10 ngày
(0 Đánh Giá)
0.0
friends4you

We divide this task on the following basis: 1. 4 hours of effort per day (Total: 9 days) 2. Comprises of Both configuration and customization

$450 CAD trong 9 ngày
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0.0
Axlea

Check out Axlea.com. We provide you with developers that you can augment your hiring for fifty nine bucks an hr (may be a little more with [url removed, login to view]'s commission). We allow you to work with them one on one to make Thêm

$250 CAD trong 100 ngày
(0 Đánh Giá)
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mikhailivanov

Hello, I'd like to work with you. I am a senior certified administrator and developer in [url removed, login to view] platform. I work in IT industry for already 12 years. My experience in [url removed, login to view] is 4 years. I have Thêm

$600 CAD trong 4 ngày
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lancemecloud

Hi - I have done something very similarity on Case Assignment called Fill Inbox, there the criteria is user's inbox size and here the reference criteria is user's previous sales amount or percentage. I would call this Thêm

$500 CAD trong 10 ngày
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LarryLeo

Hello, I believe this is fairly simple to accomplish. I'd be happy to spend some time going over this.

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deepakgupta40

Hi There, We would like to work with you to make this project success.

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