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

Hello Salesforce Friends!

Can you help guide me in my research?

TLDR:I need to receive a JSON Post from Lead providers and then send that information to the Leads Object. Generally, How should I solve this problem?

Context:
I work for an insurance agency as an operations specialist. We are switching to Salesforce for our new CRM. It is a needed switch but Salesforce is much more complicated than our current CRM (Velocify)
Our mission is to reach out to interested leads and try to sell them insurance.
To make money in this industry, you have to buy internet leads
Our old CRM handled the Posting specs that allowed our lead providers to send their packaged information to Velocify. The only thing I had to do was tell Velocify, "Please link this field from the lead provider to this field in Velocify"

Now with salesforce, it seems like you have to build this from scratch.
I don't have experience with APEX (I have C++ and Python experience) but I am incredibly motivated to solve this problem and learn as much as possible. I just need a little guidance. I want to make sure I am heading in the right direction.
From my initial research, it seems like I have to 1) build a force.com page to receive the post. This give the provider an "End Point" to send the data.
From there, 2) you have to write code that can parse that information and send it to the leads object.
I am not looking for code or anything too specific. But Generally, What does this code look like? How many steps should I expect? What are the steps? What am I missing? What should I be researching to solve this problem?

Is there a better way to receive this information and send it to the fields in the leads object?

Thank you for your help!

Ethan

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

Hello Salesforce Friends!

Can you help guide me in my research?

TLDR:I need to receive a JSON Post from Lead providers and then send that information to the Leads Object. Generally, How should I solve this problem?

Context:
I work for an insurance agency as an operations specialist. We are switching to Salesforce for our new CRM. It is a needed switch but Salesforce is much more complicated than our current CRM (Velocify)
Our mission is to reach out to interested leads and try to sell them insurance.
To make money in this industry, you have to buy internet leads
Our old CRM handled the Posting specs that allowed our lead providers to send their packaged information to Velocify. The only thing I had to do was tell Velocify, "Please link this field from the lead provider to this field in Velocify"

Now with salesforce, it seems like you have to build this from scratch.
I don't have experience with APEX (I have C++ and Python experience) but I am incredibly motivated to solve this problem and learn as much as possible. I just need a little guidance. I want to make sure I am heading in the right direction.
From my initial research, it seems like I have to 1) build a force.com page to receive the post. This give the provider an "End Point" to send the data.
From there, 2) you have to write code that can parse that information and send it to the leads object.
I am not looking for code or anything too specific. But Generally, What does this code look like? How many steps should I expect? What are the steps? What am I missing? What should I be researching to solve this problem?

Is there a better way to receive this information and send it to the fields in the leads object?

Thank you for your help!

Ethan