Lead Assignment using flow, queue, and Lead Assignment Rules #inSalesforce

Lead Assignment using flow, queue, and Lead Assignment Rules #inSalesforce

Scenario:

When Lead Created, based on Annual Revenue, Set the Rating to Hot, Warm, Cold and Assign to the corresponding Lead Queue

If Annual Revenue >= 100000, Rating Hot

else If Annual Revenue >= 50000 and < 100000, Rating Warm

else Annual Revenue < 50000, Rating Cold

Create Queue, Hot Leads Queue, Warm Leads Queue, Cold Leads Queue

Create a record triggered flow when lead is created

Start Element:

Lead, Create, Fast Field Update

Decision Element:

Hot: Annual Revenue >= 100000 a

Warm: Annual Revenue >= 50000 and < 100000 b

Cold: Annual Revenue < 50000 c

Update Element:

Use the lead record that triggered...

if a, Rating - Hot

if b, Rating - Warm

if c, Rating - Cold

Connect, Save and Activate the flow

Create Lead Assignment Rules for lead assignment to respective Queues

Go to the Lead Assignment Rule and add the three new Rule Entries

Lead: Rating equals Hot, Assign Hot Lead Queues

Lead: Rating equals Warm, Assign Warm Lead Queues

Lead: Rating equals Cold, Assign Cold Lead Queues

Make sure that the rule is active

Test with the above three criteria and the lead will be assigned to the corresponding queue as designed