About Zrna

Content Editor at Focus on Force

Salesforce Round Robin Lead and Case Assignment

Imagine your leads or cases as a deck of cards. Now you want to distribute the deck evenly among five players on the table – the players being agents or sales reps in your company. What you do is deal one card at a time to player 1, then 2, then 3, then 4, then 5, then back to player 1 and so on, until all the cards are dealt…. Read More

Salesforce Round Robin Lead and Case Assignment

Salesforce Release Management

One thing that I have learned during my time as an admin is that being organized, knowing what has changed when and the impacts those changes might have to the Salesforce org are some of the most important things to have processes and procedures around. To me, release Management is an all-encompassing topic including agile style sprint planning, tracking of future projects and backlogged items, QA/test plans, and release notes…. Read More

Salesforce Release Management