How We Automated Lead Routing in Salesforce скачать в хорошем качестве

How We Automated Lead Routing in Salesforce

I will build & scale your Salesforce with you 1-on-1: https://www.gosimplyscale.com ---- Tired of manually assigning leads? In this video, I walk you through how to build a custom Round-Robin Lead Distribution system in Salesforce — without code and without paid apps. You’ll learn how to: ✅ Create a fair, automated rotation for new leads ✅ Use Flow Builder to assign records evenly to your sales reps ✅ Handle skipped or inactive users automatically ✅ Track lead assignment history for visibility and reporting This tutorial is part of the Simply Scale Salesforce Playbook, where we share proven automation systems used by scaling tech companies.