login

Tip of the Week

Tip of the Week – Easy Lead assignments by zip code in Salesforce

Map

When you’re dealing with a high volume of Leads, getting the right people on the right Leads right away is mission critical. Assignment Rules are your #1 tool for assigning your reps to hot new potential sales, and they can take you a long way. But if your company bases assignments on zip codes, using assignment rules can be harder than you think. With approximately 43,000 zip codes in the United States, it can be daunting to create and maintain all the assignment rules you’ll need to make sure everything gets where it needs to go. Not to fear, there’s a great solution offered by the Salesforce Success Community!

What you’ll need: A “Zip Codes” custom object, a developer to write a simple Trigger, a spreadsheet of zip codes and the reps they’re assigned to, and a couple cups of coffee. First, you’ll create your custom object with a text field for Zip Code (make it 10 characters and an external ID) and a lookup to User. Next, have your developer write a Trigger which will query the Zip Code object when a new Lead comes in and reassign it to the User on that Zip Code. Finally, drink a couple cups of coffee, double check your spreadsheet to ensure it’s up to date, and import it into Salesforce. Now to update your assignments, all you have to do is update the relevant Zip Code records with the right User and you’re done. It’s that simple! For more information, check out the knowledge article, and enjoy your new, easy assignments by zip code in Salesforce!

-Jared and the Salesforce Guys

, , , , , , ,

3 Responses to Tip of the Week – Easy Lead assignments by zip code in Salesforce

  1. Brooke Treseder November 28, 2014 at 9:29 pm #

    I highly recommend that for admins who need to manage leads by zip code, they consider Real Zips, which is listed on the AppExchange.

    https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3izXEAR

    As an admin who is constantly managing complex lead routing requirements, I do not have the time or desire to build and try to maintain a custom zip code object in Salesforce. Real Zips not only give the ability to manage your data using zip codes, but also provides a massive database of information for each zip code, that greatly improves analytics and building territories.

Trackbacks/Pingbacks

  1. Supercharge your assignments with Round Robin Lead Assignment - July 24, 2015

    […] seen a couple solutions for making your Assignment Rules amazing tools using round robin or location based assignment. But what if you need something simpler, need something that easily lets you account for […]

  2. Assignment Rules have never been easier with RRD for Salesforce - September 4, 2015

    […] to assign records, and it can be a challenge to get a solid method in place. There’s formulas, creative solutions, and even a couple apps available, and I’d like to present to you this new solution, Round Robin […]

Leave a Reply