How would you handle team members being Out of Office? Would you recommend updating the lead routing for the short term or would you recommend using a flow?
This is a good question. You can reference user fields in the rule criteria formula, but I'm not sure if this is referencing the current user that triggered the creation of the lead or if it's reference the user that associated with that rule entry. If it's the latter you can use an out of office checkbox on the user record so the formula only evaluates to true when that box is not checked. Here is another helpful resource I found: trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8AjhSAF If the standard lead assignment functionality won't do it, I would create a Flow with similar logic. Have it only assign a lead to that person if Out of Office is unchecked, etc.
What would be the best way to match the owner of a newly created lead with the owner of a potentially existing account? Do you have a video on this process?
Hey Mike, I like this idea a lot! I think I'll make a video on it. I would use a Flow instead of the built in lead assignment functionality. That Flow can then query existing accounts to see if one matches specific criteria. Most likely, we'd want to look at the email domain to see if that matches the account's website.
Hola, como podría asignar leads a una queue desde el trigger de Lead solo si cumple con un valor especifico a la hora de ser creados? de antemano gracias, que excelente contenido!
Hey Juan, If the standard Lead Assignment rules aren't robust enough, you can create a Record Triggered Flow to update the owner of the lead with the ID of the queue. In that Flow, you have much more control over the entry criteria.
Hi Mo, There isn't a way to delay them through the lead assignment rule interface, but you can create a Flow that assigns the lead. You can then use a time delay or a record triggered flow with specific criteria.
Hi Brian,Is it possible to override the 'Lead Owner' field using automation? If a lead, which is already assigned to someone, reaches a 50+ score threshold, I would like it to be automatically assigned to a Round Robin queue, even if it requires overriding the existing user, especially if that user is not added to the queue.
Hey Fahad, it is possible. You can use Flow to update the owner to a user or a queue at anytime. Pardot automations, however, cannot update the owner of a record once it's been assigned.
