I've created a Custom Object to hold the Zip Codes and the User who should be assigned, but...I can't find a way to look at the Zip/Postal Code (standard) field and compare it to my custom object and return the name of the User it belongs to. Ideally I would use the new field that shows me the name of the User in my Assignment Rules.
Thoughts? Ideas?
Thanks!
Hi Tracy I'd abandon Assignment Rules and solve this with a process/flow combination:
- Create a flow to lookup the Zip/Postal Code in your custom object (based on the Lead's Zip/Postal Code) and return the Id of the Zip/Postal Code's related User to update your Lead's OwnerId field (Think of this as similar to doing a vlookup in Excel)
- Create a process to execute the above flow when your criteria are met
- De-activate the Lead Assignment Rule