Скачать или смотреть Automate Lead Assignment by Region in Salesforce | Smart Queue Routing using Approval process

Under our Zordial Laboratory program "Explore the More," we explored the "Automate Lead Assignment by Region in Salesforce."

Module: “Smart Queue Routing using Assignment Automated Approval Process in Salesforce"

Use case:

Businesses often get leads from different parts of the country and need a way to automatically route them to the right sales team based on location. In this use case, a company operating across India wants to automatically assign leads based on the geographic region (East, West, North, South) the lead belongs to. This ensures faster response times and localized handling by the appropriate regional sales team. Solution/Feature

Used: Lead Assignment Rules Queues in Salesforce Region Mapping

Much appreciated, Mayank Joshi, for such wonderful presentation

Topics Covered:
Smart Queue Routing using Assignment Automated Approval Process in Salesforce

Presented By:
Mayank Joshi

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