Super Round Robin for Salesforce
- What is Super Round Robin?
- Install SRR
- Important Concepts
- Quick Setup Guide
- Managing SuperRoundRobin - a Guide for Sales Managers
- Add more Admins
- Enable or disable SRR for default objects
- Enable SRR for other standard or custom objects
- Add Use Round Robin field to page layout
- Add Use Round Robin action button to page layout
- Setup and Status tab
- Fundamental: Web to Lead Setup
- Web To Lead Testing
- Trigger SuperRoundRobin To Process Records On Update
- Fundamental: Set Custom Metadata for SuperRoundRobin
- Setting default value for Use Round Robin
- Native Lead Assignment Rules
- Migrating SRR config between orgs
- License Requirements
- Billing and Subscription Management
- Send notifications on assignment
- Use Org Wide Email Address For Email Notifications
- Send SMS Message on Lead Assignment
- Customizing the Email Alerts
- Set Up DKIM Keys In Salesforce To Improve Email Deliverability
- Update Specific Record Fields Upon Assignment
- Using the Service Level Agreement (SLA) Feature
- Set Batch Size of 'Process Queued Records' Job
- Reduce Async Processes
- Logs and Reports
- SLA Reporting - Example Reports
- Grant Login Access
- MatchRules
- Examples of Different Field Types in MatchRules
- Route Leads Based on Day of Week
- Assign Within Business Hours Only
- Respect Users' Calendar Events
- Out of Office
- Assign According to UK Postcode Areas
- Advanced: Reassign Idle Records
- Assign to a Queue if SuperRoundRobin doesn't assign the record
- More About SRR QUEUED Records
- Advanced - Overflow Records To a Backup MatchGroup
- Advanced: Multi Stage Sales Processes
- Match Existing Records
- Operational Mode: Load Balanced
- Distribution Ratio and Lead Capping
- Advanced: Using Capacity Models to Cap Assignment
- Assign to Custom User Lookup Field(s)
- Segment Leads, Cases or any record by Record Type
- Segmenting and Assigning Cases Created by Email-To-Case
- Using the Use Round Robin field
- Manually Changing Record Owner
- Award Bonus Records
- Rejecting Bad Leads, Cases or Other Records
- Troubleshooting
- Unlicensed Assignees
- Insufficient access rights error with Partner Community Users
- Apex CPU Time Limit Exceeded Error - Explainer
- Release Notes Super Round Robin
- Upgrading to Version 11 of SuperRoundRobin
- Upgrading to Version 10 of SuperRoundRobin
- Upgrading from pre-Version 9.20 to 9.20+
- Upgrading to Version 8 of SuperRoundRobin
- Upgrading to Version 7 of SuperRoundRobin
- Installing Version 6 of SuperRoundRobin
