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Account Based Assignment

Lane Four has several assignment option for leads

Account-Based Assignment

The lead owners are determined by updating the lead to one of several queues. These queues would have been created during the Lane Four onboarding process. To check, navigate to Setup in your Salesforce org, search Queues or find it under the Manage Users section

“Assignment” Queue

  1. The account indicated by the Matched Account field will be checked. The system will check the value in the account field Lane Four Account Assignment filter.
    1. This field is a configurable formula field which will return one of the following values:
      1. A user ID: The related lead will be assigned to this user.  For example, a default owner can be setup by indicating a default ownerID.
      2. A user field on the account, like ownerID, SDR__c, etc.: The related lead will be assigned to this user.
      3. The text ‘region’: when this text is returned, the Account fields Lane Four Segment and Lane Four Sub-Segment will be checked to determine the round robin to be used. These two values are mapped to the region and sub-regions on the round robins.
      4. If the lead is assigned to this queue and the Matched Account field is empty, a check for related accounts will be performed, and the account with the highest match score will be chosen. These accounts can be seen in the Lane Four Match View.
      5. If the lead is assigned to this queue and there are no related accounts, the skip account assignment process below will be followed.

“Skip Account Assignment” Queue

  1. When the lead is assigned to a queue with this name, the system will ignore matched account information, even if it exists. 
  2. Lane Four will check the fields Lane Four Lead Segment and Lane Four Lead Sub-Segment to determine which round robin rule to use.
  3. These two fields are mapped to the region and sub-region fields on the round robin and will automatically select the next in line lead owner.

“Assign to Related Lead” queue

  1. When the lead is assigned to a queue with this name, the system will check the field Master Lead, and assign the lead to the owner of this related lead.
    1. Related leads are assigned on creation of the lead
    2. Related leads are defined by the match view configuration which indicates the master lead duplicate rule.
    3. The master lead is determined by the related lead scoring in the prioritization rules. The lead with the highest score is considered to be the master lead.

Assign to Round Robin Queue

  1. Any queue can be converted into a round robin by launching Round Robin from the Lane Four tab. Next, open Round Robin Core Settings
  2. All queues will be visible in a list, including all round robins
  3. After finishing steps 1 and 2, any lead assigned to this queue will be assigned via the mapped round robin

Assign to a Standard Lead Assignment Rule

  • The Lane Four package includes a field named “Assign Lead”. The checking of this checkbox will cause the active lead assignment rule to be checked.
  • The active assignment rule can assign a lead to any of the queues identified above.

Account Assignment:

The account assignment process is always initiated when the Account field named Assign Account is updated to TRUE. A process builder will have been installed during the onboarding process if this doesn’t already exist a workflow rule or process builder action can set this field to TRUE.

The account assignment process uses the following process and field mapping:

  1. Lane Four will check the fields Lane Four Account Segment and Lane Four Account Sub-Segment to determine which round robin to use. The user who is in the round robin and next in line to be assigned an account will be chosen as the new account owner.
  2. If no match is found, the default round robin which was setup for the account will be used.

Related contact assignment, it’s common to align contact owners when an account is assigned. Lane Four will automatically assign contacts if the system has been setup to control contact owners based on the account owner. See contact assignment instructions for a complete explanation of contact assignment behavior.

One key exception exists for this process. If the Account Owner is changed to a user where the new user has Is Pool User = TRUE on their user record, no assignment function will be performed.

Contact Assignment

The contact assignment process is always initiated when the Contact field named Assign Contact is updated to TRUE. A process builder will have been installed during the onboarding process if this doesn’t already exist a workflow rule or process builder action can set this field to TRUE.

The contact assignment process uses the following process to determine the contact owner:

  1. The field Lane Four Account Assignment Filter is checked to determine the logic to be used by the assignment. There are two possible outcomes:
    1. If a user ID is indicated in this field, the contact will be assigned to this user.
    2. If value ‘region’ is found, this will initiate a round robin
      1. Lane Four will check the fields Lane Four Account Segment and Lane Four Account Sub-Segment to determine which round robin to use. The user who is active in the round robin and next in line will be assigned as the new contact owner.
      2. If no match is found, the default round robin which was setup for the contact will be used.
    3. After the assignment is made, any contact related to the account will be set as the contact owner with the following exception:
      1. If the core custom setting value Account Owner Change Control Value indicates an override field on contacts. If this field on contact returns TRUE, these contacts will not have their owners updated.

The Alternate Assignment Process is as Follows:

  1. Account Owner Assignment
    1. The field to determine the contact owner can be overridden in the custom setting Core Settings. Update the field Contact Owner to indicate an alternate user filed to use.
    2. The default setup during the Lane Four onboarding process is to set the contact owner value as the Account Owner. This means the account will be assigned to the contact owner when the contact is assigned.

If no round robin is found via the mapping above, the round robin selected as the default be chosen.

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