task assignment

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Unlock The Potential Of Auto-Assigning Salesforce Tasks

One of the many advantages of Salesforce organisations is that the technology can drastically improve the organisation & work scheduling of its employees. This is especially true of the ‘Tasks’ component of Salesforce however working with a third party app can unlock the potential of lots of unique task assignment rules linked to your specific use case.

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The Benefits Of Using Assignment Groups In Salesforce

One of the key pieces of functionality we hear Salesforce users become frustrated with is assignment groups. ‘Out of the box’ Salesforce does allow you to distribute leads to assignment groups (with the help of your administrator) but this is often done in a simple round robin format. A lot of businesses want more control & flexibility than that.