Questions tagged [lead-assignment]

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Is it possible to return User ID to a field when referencing an email address in text field?

I am trying to look at a field that gets populated by a vendor integration with our employee's email address, and assign lead ownership based on that. I was intending to try to lookup the User ID and ...
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30 views

Writing a Simple APEX Class

Sorry, this could be a simple question, but I'm struggling to find a way to modify a code and convert a lead into an existing Account. I'm trying to do this by using the setAccountID method. The ID ...
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Lead Owner Assignment Trigger Logic works for manually created leads but not for Web2Leads

I have written a trigger to assign a new lead to the owner based on certain logic. When I manually create the lead, the logic works perfectly i.e assigns the lead correctly. However, we are not going ...
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Class Apex to excute lead assignment rule is not working

I need to run the assignment lead rule using Class apex from Process builder, the action update field works correctly, but the prospect owner remains the same. Even though, he no longer matches the ...
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25 views

Web to lead assignment to User with least open lead count

I have created a Map 'userIdWithOpenLeadCountMap' and grouped by OpenLeadCount in the ASC order. Then I am getting the first Key from the Map (UserID:005E0000003X2MH) and assigning a new lead to this ...
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33 views

Lead Assignment based on Load Balancer Concept

How to implement the concept of load balancer? I have set up the Lead Assignment rules based on the concept of Round Robin. Incoming Leads are rotated between each Rep. Works great. However, I now ...