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Ethan Martin Pull Lead (Populate on screen) that was most recently assigned to you
Hello!
We use a third party system (QAssign) to automatically assign leads to users when they "Pull" them.
There is a button on the leads page that says "Pull" and when pressed, it assigns a lead from a queue to the user that pressed the button.
To increase speed, the team asked that when they hit "Pull" the lead auto populates on their screen so they are ready to dial out.
Do you know of a way to make this happen?
Goal: When pressed, find and populate to screen the lead that was most recently assigned to you.
How should I be thinking of a problem like this? Is this possible?
Thank you for your help!
Ethan
We use a third party system (QAssign) to automatically assign leads to users when they "Pull" them.
There is a button on the leads page that says "Pull" and when pressed, it assigns a lead from a queue to the user that pressed the button.
To increase speed, the team asked that when they hit "Pull" the lead auto populates on their screen so they are ready to dial out.
Do you know of a way to make this happen?
Goal: When pressed, find and populate to screen the lead that was most recently assigned to you.
How should I be thinking of a problem like this? Is this possible?
Thank you for your help!
Ethan
How is the third party integration is called when the button is clicked. Does the button call a lightning component which then calls the integration or is the button is from the managed package that you cannot touch?
Also when the Lead is Created and assigned, do you know if the Leads are inserted in bulk or one by one. i.e if there are 10 Leads being pulled, do all the 10 gets inserted in one batch or one by one?