Lead routing using Flows: a technical guide
Today we’re going to build out a lead routing engine using Salesforce’s Flows capability. Rather than acquiring a lead tool we’re going to intentionally incur technical debt because we simply want to save a bit of money in the short term.
Now this doesn’t mean that we’ll never ditch the home brew. On the contrary, this is a perfect situation where you build a short term solution based on the finite budget you’re operating with.
In the long term, you’ll want a scalable, cost effective, and easy-to-administer setup.
Today’s not that day.
So here’s what we’ll walk through today.
Activity diagrams
APEX
Flows
Custom Object called Domains
Custom Settings
Lead Assignment rules
Project plan will be skipped since I’ve talked about this ad nauseum
Zapier
This will be a very technical guide so if you’re in a leadership position you can share it with your technical teams.
Let’s go.
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