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.