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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.

Compétences : Salesforce.com

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Concernant l'employeur :
( 0 commentaires ) Toronto, Canada

N° du projet : #1012566

13 freelance ont fait une offre moyenne de 515 $ pour ce travail

NishantBamb

Hello, please refer your Inbox. Thank you.

600 $ CAD en 10 jours
(14 Commentaires)
4.7
dskvaptech

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AbsolutOffice

Good luck selecting a freelancer wannabe!

599 $ CAD en 8 jours
(1 Commentaire)
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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 en 10 jours
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KamalDeepKD

Pls check your PMB

750 $ CAD en 3 jours
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NirajKr

Please see your personal message.

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hemantpruthi

Please check your inbox.

500 $ CAD en 10 jours
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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 en 9 jours
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Axlea

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mikhailivanov

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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 Plus

500 $ CAD en 10 jours
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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

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