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Round Robin Record Assignment v
Installation and Setup Instructions
Thank you for your interest in Round Robin Record Assignment
Please follow the simple steps to get be up and running in minutes
Table of Contents
Installation Steps Easy Steps
Setting up your First Assignment Group
Reports
Installation Steps Easy Steps
Install Round Robin Record Assignment from Forcecom
Appexchange wwwAppExchangecom by clicking Get It Now
Button
Add Assignment Group Active field to the User Page Layouts
Setup App Setup Customize Users Page Layouts
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Round Robin Record Assignment v
Installation and Setup Instructions
Make sure the App and Tab are visible to the System Admin or any
other profile you want to grant access to the Assignment Group
App
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Round Robin Record Assignment v
Installation and Setup Instructions
Setting up your First Assignment Group
Round Robin Assignment Groups use Queues and Assignment
Rules to manage eligibility for Round Robin assignment
Create a Case Queue Setup Administration Setup
Manage Users Queues
Select New Add Queue Name and select Case from Available
Object IMPORTANT copyandpaste the name of the
Queue See salesforcecom help for more information on
setting up Queues
Select the Assignment Groups app
Click on the Assignment Group Tab
Click New and Enter the name of the Assignment Group
Select New AGQueue
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Round Robin Record Assignment v
Installation and Setup Instructions
Paste Queue Name from Step click Save The app will
verify the Queue Name
Click New Group Member Select a User Click Save
NOTE If Group Member Status is red
make
sure Active is True on the Group Member record AND the
Assignment Group Active field on the User record is
checked
Optional Create Case Assignment Rules rule entry to assign
Cases to the Queue you created based on criteria you select
Once the case is assigned to Queue you setup it will reassign
the owner based on Round Robin Please follow salesforcecom
help on setting up Case Assignment Rules rules entry
Setup App Setup Customize Cases Assignment
Rules
NOTE This step is optional because cases that are
manually assigned to the queue will fire off the Round
Robin assignment
See salesforcecom help for more information on setting up
Queues
TIP When testing Case Assignment Rules make sure Assign
using active assignment rules is checked on the Case record
before you click save
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Round Robin Record Assignment v
Installation and Setup Instructions
Reports
A new report folder called Assignment Groups was created by
this package with two sample reports
Assign Group Member Count by Status What is the count of all
members by Assignment Group by Status
Assign Group Queues What queues are tied to an Assignment
Group
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