Topic
Changing Lead Assignments (Recruited Assignment Automation)
Environment (Products involved such as e.g. hardware, software, network)
Computer, Salesforce
Resolution or Steps
We have automation that assigns prospects to our recruiters based on the program of interest they choose on the request for information (RFI) form. When there are staffing changes or recruiter assignments are adjusted (they trade off, remove, or add, different programs of interest), these changes need to be made in the lead assignment rules in Salesforce so that the prospects under those programs are automatically routed to the correct recruiter going forward.
IMPORTANT: If you need to add a new program that was not previously assigned, do not proceed. You must first make sure the program added to the picklist for the Program Field on the Prospect (Lead) object and added as an option on the RFI. Once this is completed, you may continue with the steps below.
1. Open Salesforce and sign in. Click on the gear icon in the upper right hand corner and then on setup.
2. Type “Lead Assignment” into the search bar and click on Lead Assignment Rules in the results.
3. Click on the Recruiters rule in the list of assignment rules.
4. Scroll down to the recruiter that you need to edit and Click on the edit link on the left.
5. Make the necessary changes.
- If you would like to change the owner of an existing list of program assignments, you can click on the magnifying glass next to the current user assigned (See figure 1 in the image below) to search for a different user.
- If you need to switch a program from one recruiter to another, first edit the recruiter you need to add this program to. You can enter ispickval (Program_of_Interest__c, “Enter the Program Of Interest Here”), as a line of code in the formula entry box, or you can copy and paste a line of the code and replace the program title. Please see the example below. You can then go to the other recruiter and delete the same line from their formula.
- The title of the program must be exactly as it appears in the program of interest picklist.
- You must always separate each line by closing off the parenthesis and adding a comma.
- The last line of the code needs to have two parenthesis without a comma to close off the entire formula.
- Always click the ‘Check Syntax’ button below the formula box to see if there are errors and correct as needed.
Example: if you want to add Auto Body Collision Technology to the recruiters list below, you will enter the following after Fluid Power Technology: ispickval (Program_of_Interest__c, “Auto Body Collision Technology”),
Original Formula:
OR(ispickval(Program_of_Interest__c,"Dental Assistant"), ispickval(Program_of_Interest__c,"Automation Robotics Engineering Technology"),
ispickval(Program_of_Interest__c,"Medical Assistant"),
ispickval(Program_of_Interest__c,"Nursing Assistant"),
ispickval(Program_of_Interest__c,"Plastics Technology"),
ispickval(Program_of_Interest__c,"Fluid Power Technology"),
ispickval(Program_of_Interest__c,"Station Tech"))\
Edited Formula:
OR( ispickval(Program_of_Interest__c,"Dental Assistant"), ispickval(Program_of_Interest__c,"Automation Robotics Engineering Technology"),
ispickval(Program_of_Interest__c,"Medical Assistant"),
ispickval(Program_of_Interest__c,"Nursing Assistant"),
ispickval(Program_of_Interest__c,"Plastics Technology"),
ispickval(Program_of_Interest__c,"Fluid Power Technology"),
ispickval (Program_of_Interest__c, “Auto Body Collision Technology”),
ispickval(Program_of_Interest__c,"Station Tech"))
6. Click Save.
Complete
- You have now successfully completed your changes.
Summary:
You have not completed your changes on lead assignment rules. Please note that all changes are effective going forward, they will not retroactively change. You can bulk reassign if needed. Please have the users submit a ticket to request this change.