Automated lead &
Case Assignment with
Round Robin Distributor
on 
- Search for ‘Round Robin Distributor‘ on AppExchange
- Click on ‘Get it Now‘
- Confirm and Install for Admins Only
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RRD User FAQs
Activate/ Deactivate Component on Lightning Home Page?
- The Activate/Deactivate button toggles the availability of a user for assignment of records. Admin can’t toggle that for other users as users will have to do for themselves. It is designed to give users control on their availability when they are taking a break or a PTO etc.
How multi-select pick list work with OR and AND operator in Assignment Groups’ criteria?
- In the Criteria Logic field below the Criteria Fields Section, the ‘Add Criteria Logic’ field can be used to define the logic between different criteria numbers.
How to disable Round Robin Distribution Engine from the Configurations?
- Set Enable ‘Round Robin Users’ to None to disable round robin distribution for leads and cases.
How to add and remove User Activation Component in Salesforce Lightning?
- Go to the Home Page of the RRD app and select edit page from the gear icon on the right. From the custom components, select HomeRRDActivationButton from the list of custom components.
What is the best practice to identify each mail from Email-to-Case?
- Case origin should be the appropriate way to record the email to case. Though if we have some other complexity attached to it, then a field will have to be created on the record type to map.
What does ‘Assigned records in a current cycle’ field do?
- In RRD, an assignment tenure is set on Configuration Page, which can be hourly, daily, etc., every team is then assigned records basis on the intake capacity set while creating RRD Teams/Queues. Assignment happens in cycles of the tenure set on the configuration.
- This field here indicates the records (cases) which have been assigned to the members of the team in that tenure.
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