Lead routing using Flows: a technical guide PART 2

WARNING this post is long so it will truncate with email. Please visit the post on the site.

A couple of weeks ago we covered a homegrown lead routing setup using Process Flows. In the first post we covered the following:

• Custom object called Domains

• Custom Setting Auto Lead Number object

• APEX class to call your Lead Assignment Rule

• Lead Assignment Rule

Today we’re going to cover the actual Flows. This post will get a bit long so I will have to break it up and release later this week.

We’re going to cover the following:

• Trigger Based Flow (part 2 today)

• Time Based Flow (part 4 next week)

• Setting up Slack notifications via Zapier (part 4 next week)

• Flow Assignments (part 2 today)

• Flow Loops (part 3 this week)

• Flow Get Records (part 2 today)

• Flow Update Records (part 2 today)

• Incrementing auto lead number (part 3 this week)

Let’s get started!