Distribution Engine App: Assignment Algorithm

Distribution Engine allows you to choose the types of algorithm matching. For example, assign owner based on certain criteria in the record.

 

Round Robin

Sequential assignment among the team member that ensures objects are assigned out fairly. For example:

Assignment / User User 1 User 2 User 3
Record #1 1  x  x
Record #2  x 2  x
Record #3  x  x 3
Record #4 4 x x
Record #5 x 5 x
Record #6 x x 6

The sequence used for the round robin will order by who was assigned to last. This ensures that the team members who have not been assigned to recently are first in line.

 

 

Round robin with sticky assignment

Sticky assignment assigns duplicated records to the same owner. For example, duplicated records with same email address will be assigned to the same owner.

Note!: Sticky assignment is case sensitive.

 

 

Round robin lookup owner

Match records in other objects and assign to the same owner. For example, Lead has the same company name as account name, assign to the same owner.

Note: This matching algorithm is NOT case sensitive.