Tip of the Week – Easy Lead assignments by zip code in Salesforce
When you’re dealing with a high volume of Leads, getting the right people on the right Leads right away is mission critical. Assignment Rules are your #1 tool for assigning your reps to hot new potential sales, and they can take you a long way. But if your company bases assignments on zip codes, using assignment rules can be harder than you think. With approximately 43,000 zip codes in the United States, it can be daunting to create and maintain all the assignment rules you’ll need to make sure everything gets where it needs to go. Not to fear, there’s a great solution offered by the Salesforce Success Community!
What you’ll need: A “Zip Codes” custom object, a developer to write a simple Trigger, a spreadsheet of zip codes and the reps they’re assigned to, and a couple cups of coffee. First, you’ll create your custom object with a text field for Zip Code (make it 10 characters and an external ID) and a lookup to User. Next, have your developer write a Trigger which will query the Zip Code object when a new Lead comes in and reassign it to the User on that Zip Code. Finally, drink a couple cups of coffee, double check your spreadsheet to ensure it’s up to date, and import it into Salesforce. Now to update your assignments, all you have to do is update the relevant Zip Code records with the right User and you’re done. It’s that simple! For more information, check out the knowledge article, and enjoy your new, easy assignments by zip code in Salesforce!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.