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SFDC Noob 1 Assign lead based on picklist field
We have a lead registration form in our partner portal and currently all leads get assigned to the queue via a workflow rule.
We recently added a Sales manager picklist on our lead registration form and want the future leads to be assigned to the Sales manager that was selected by the partner in the picklist field. IF noone is selected then we assign the lead to the queue again.
I am having a hard time getting this going even though it doesnt sound very complicated. Any tips would be greatly appreciated.
We recently added a Sales manager picklist on our lead registration form and want the future leads to be assigned to the Sales manager that was selected by the partner in the picklist field. IF noone is selected then we assign the lead to the queue again.
I am having a hard time getting this going even though it doesnt sound very complicated. Any tips would be greatly appreciated.
You should be able to achieve this by setting up Lead Assignment Rules. Here is a link to the help docs- https://help.salesforce.com/HTViewHelpDoc?id=creating_assignment_rules.htm
You would need one rule for each Sales Manager (this could get unwieldy if you have a large number of them). The rule would let you achieve logic like "If Sales_Manager_Picklist_Field__c = Bob Smith, assign to User Bob Smith".
Hope that helps,
Clint