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Gina MarquesGina Marques 

Criteria specific lead routing

I need to know the cleanest method of routing leads using a round robin method, for specific lead sources only.

I have setup the Auto Number, Round Robin ID, however because not every incoming lead needs to be routed, it is NOT evenly distributing the leads.

I use the word routing, because the Lead Owner has to say the same for every record from these lead sources.  Currently I have a process builder setup to populate an email field, which is the indicator that routes the lead record to the specific group.

I have seen multiple posts talking about flow and triggers, and just need to know the best method to accomplish this need.

Thanks,
Best Answer chosen by Gina Marques
Mayank SrivastavaMayank Srivastava
Gina, even though this might be doable via a Process and Flow, I would advise against it since the implementation might get too convoluted and probably won't be able to handle scenarios like Lead deletion and other edge cases.

This is one of those cases where I would ask you to handle the requirement via a straightforward and simple Apex trigger. Following thread has some good discussion on this topic:
https://success.salesforce.com/answers?id=90630000000gpdFAAQ

You could explore some apps on the appexchange like the following and test them out to see if they fit your requirement somehow:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000178fsEAA&tab=r

Good luck!

All Answers

Mayank SrivastavaMayank Srivastava
Gina, even though this might be doable via a Process and Flow, I would advise against it since the implementation might get too convoluted and probably won't be able to handle scenarios like Lead deletion and other edge cases.

This is one of those cases where I would ask you to handle the requirement via a straightforward and simple Apex trigger. Following thread has some good discussion on this topic:
https://success.salesforce.com/answers?id=90630000000gpdFAAQ

You could explore some apps on the appexchange like the following and test them out to see if they fit your requirement somehow:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000178fsEAA&tab=r

Good luck!
This was selected as the best answer
Gina MarquesGina Marques
Thanks Mayank, I knew the answer would come from you.  :)