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How to assign converted leads through Q-assign
Normally, converted leads are excluded from the assignment process. However, in some scenarios, you may need to include converted leads for specific workflows, such as reviews or reassignments.
How can I enable Q-Assign to include converted leads?
To include converted leads in Q-Assign, follow these steps:
- Navigate to Setup in Salesforce.
- Search for Custom Metadata Types in the Quick Find box.
- Find or create a custom metadata type with the object name 'Qassign Customer Settings'.
- Add a new field of type Text with the label 'Value'.
- Go back to Qassign Customer Settings and click Manage Qassign Customer Settings.
- Create a new record with:
- Record Name: Allow_Converted_Leads_Selection
- Developer Name: Allow_Converted_Leads_Selection
- Value: True
What happens when I set the value of 'Allow_Converted_Leads_Selection' to 'True'?
When the value is set to True, Q-assign will include converted leads in the assignment criteria. This means converted leads will be available for assignment just like unconverted leads.
Does this setting apply to other areas?
Yes, the setting also applies to:
- ARC (Active Record Criteria): The query for pulling records will include converted leads.
- Pulling records: Converted leads will be pulled along with other leads.
- Unreviewed leads: Converted leads will be included in the list of unreviewed leads for assignments.
What if no custom metadata record exists for 'Allow_Converted_Leads_Selection'?
If the Allow_Converted_Leads_Selection record doesn’t exist, Q-assign will behave as it typically does i.e., excluding converted leads from the assignment criteria.
How can I disable the inclusion of converted leads?
If you no longer want Q-Assign to include converted leads, simply edit the Allow_Converted_Leads_Selection record and set the Value to False, or delete the record. This will restore the default behavior of excluding converted leads.
[Side Note: In order to see converted Leads, we need to make sure the following checkbox is checked in the permission sets 'App Permissions' >> 'View and Edit Converted Leads' ]
