Super Round Robin for Salesforce
- Fundamental: Quick Setup Guide
- MatchRules
- Fundamental: Web to Lead Setup
- Fundamental: Adding Fields to the MatchRules 'Field' Lookup
- Troubleshooting
- Fundamental: Managing SuperRoundRobin - a Guide for Sales Managers
- Setting default value for Use Round Robin
- Fundamental: Set Custom Metadata for SuperRoundRobin
- Fundamental: Important Concepts
- License Requirements
- What is Super Round Robin?
- Manually Changing Record Owner
- Unlicensed Assignees
- Use Org Wide Email Address For Email Notifications
- Install SRR
- Enable or disable SRR for default objects
- Add Use Round Robin field to page layout
- Add Use Round Robin action button to page layout
- Using the Use Round Robin field
- Send notifications on assignment
- Advanced: Multi Stage Sales Processes
- Fundamental: Web to Lead Setup
- Web To Lead Testing
- MatchRules
- Match Existing Records
- Fundamental: Adding Fields to the MatchRules 'Field' Lookup
- Setting default value for Use Round Robin
- Route Leads Based on Day of Week
- Enable SRR for other standard or custom objects
- Assign to a Queue if SuperRoundRobin doesn't assign the record
- Segment Leads, Cases or any record by Record Type
- Native Lead Assignment Rules
- Examples of Different Field Types in MatchRules
- Segmenting and Assigning Cases Created by Email-To-Case
- Insufficient access rights error with Partner Community Users
- Assign Within Business Hours Only
- Advanced: Reassign Idle Records
- Respect Users' Calendar Events
- Assign According to UK Postcode Areas
- Assign To Custom User Lookup Instead Of OwnerId
- Assign to Custom User Lookup Field(s)
- Trigger SuperRoundRobin To Process Records On Update
- Update Specific Record Fields Upon Assignment
- Operational Mode: Load Balanced
- Advanced - Overflow Records To a Backup MatchGroup
- Distribution Ratio and Lead Capping
- Match Existing Records
- Assign Within Business Hours Only
- Advanced: Reassign Idle Records
- Advanced: Using Capacity Models to Cap Assignment
- More About SRR QUEUED Records
- Award Bonus Records
- Using the Service Level Agreement (SLA) Feature
- Operational Mode: Load Balanced
- Out of Office
- Logs and Reports
- Setup and Status tab
- Add more Admins
- Grant Login Access
- Fundamental: Managing SuperRoundRobin - a Guide for Sales Managers
- Send SMS Message on Lead Assignment
- Enable SRR for other standard or custom objects
- Fundamental: Set Custom Metadata for SuperRoundRobin
- Troubleshooting
- Examples of Different Field Types in MatchRules
- Insufficient access rights error with Partner Community Users
- Customizing the Email Alerts
- Billing and Subscription Management
- Respect Users' Calendar Events
- License Requirements
- Apex CPU Time Limit Exceeded Error - Explainer
- Manually Changing Record Owner
- Set Up DKIM Keys In Salesforce To Improve Email Deliverability
- Set Batch Size of 'Process Queued Records' Job
- Unlicensed Assignees
- Use Org Wide Email Address For Email Notifications
- Using the Service Level Agreement (SLA) Feature
- SLA Reporting - Example Reports
- Reduce Async Processes
- Migrating SRR config between orgs
- Test Class for Custom Objects for Versions Older Than 10
