Video

Referencing Alternate Working Hours with Queues

blue rectangle with orange light bulb and headshot of LeanData Head of Training Kevin Au explaining alternate working hours with queues

Sometimes you need to reference an alternate set of working hours different from the hours assigned to a user, or you need an entire round-robin pool to have a set of working hours, even if the individuals in it have different hours. Here’s how you can use SFDC queues to incorporate alternate working hours into your routing graph.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos for more ideas.

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Tags
  • Lead Management
  • Lead Routing
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

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Video
How to Assign Records to an Unavailable Pool Member’s Manager

When a Round Robin Pool member is unavailable, the other members of the Pool will typically be the backup. But if you want a different User — such as the intended recipient’s manager — to be the backup instead, here is a way to set up your graph to make that assignment.