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Select "Supported Object" for which you would like to setup queue assignment e.g Case.
Select salesforce "Queue" for which you would like to enable rules .if you selected case as supported object then system will display only case salesforce queues and wise versa.
Select "Assignment Type"
Round robin : System will assign based on assignment order you provided in "Load Queues" member list .
Load balancing :System will assign based on number of case/lead assigned to the member ,for example if 20 open cases assigned to Queue member A and 18 open cases assigned to Queue member B then system will keep assign new cases to B until both members have equal assigned open cases .
Check "Active" to enable load assignment.
Click "Save" .
Advance assignment rule has been created successful.
Please follow following steps to resolved the issue :
Modify assignment rules and new condition AND “Case: Case Taken EQUALS False”.
For example:
Create new assignment rule “Case: Case Taken EQUALS True” and check “Do Not Reassign Owner” checkbox to prevent re –assignment .
For example:
it's a Free app however only allow users to setup advance assignment rules for 200 days . After the license expired all the setup rules will continue work as it's however not allow to Add or Edit Rules .
We are offing Free email support to all our free users with SLA of 10 days .
Step by Step Setup
How to setup advance assignment rules ?
Issues and Solutions
Cases or leads assign to same user or recursive assignment ?
Please follow following steps to resolved the issue :
Modify assignment rules and new condition AND “Case: Case Taken EQUALS False”. For example:
Create new assignment rule “Case: Case Taken EQUALS True” and check “Do Not Reassign Owner” checkbox to prevent re –assignment . For example:
Professional edition Issue
Insufficient access while Setting up Advance assignment Rule.
Please follow following steps to resolve the issue :
Pricing
Is it a free app or Paid or Trial ?
it's a Free app however only allow users to setup advance assignment rules for 200 days . After the license expired all the setup rules will continue work as it's however not allow to Add or Edit Rules . We are offing Free email support to all our free users with SLA of 10 days .
FAQ
Is there a limit to the number of Queues that App supports ?
App does not have limit in number of queues,You can assign advance rules to any number of queues which salesforce allows to create.
If a sales rep is logged into SalesForce from his smart phone, will he be considered as a logged in user and get records ?
Yes,App use user session to identify the login status.
What happens if none of the sales reps are logged in and Assign login is Enabled ?
App will assign records to the queue and reps need to manually accept those records .
Is it possible to define that on certain days the lead assignment will be based on logged in users and on other days it will round robin the leads between the users that belong to the queue whether they are logged in or not ?
Current version does not support this option however you can request for custom add-on which will cost based on requirement.
Is it possible to request to add customization on existing functionality ?
Yes, you can send your request to support@cumulusforce.com our support reps will assist you .