Round Robin Lead Assignment Flow

Problem

Standard lead assignment rules are often based on territory or other attributes. For teams where leads should be distributed evenly, a manual process is often required, which is slow and prone to bias.

Solution Overview

This record-triggered flow fires when a new Lead is created. It uses a custom object to track the last assigned user index. It fetches the list of active users from a public group, determines the next user in the sequence, and assigns the lead.

How to Deploy

1. Deploy the flow and the custom object "Assignment Tracker".
2. Create a public group named "Lead Assignment Queue" and add users.
3. Create a record in "Assignment Tracker" for the public group, starting index at 0.
4. Activate the "Round Robin Lead Assignment" flow.