As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer.
Use Lookup Helper to relate your custom geographical record to your custom personnel object, then use Rollup Helper to display the 1st available representative. This use case is highly adaptable, but for documentation Zip Code and Field Rep are the Custom Objects being used.
This use case assumes that there is a checkbox on the Field Rep record for “Available” and a text field for the Zip Code “Assigned To”.
First, create a custom lookup field on Field Rep that looks up to Zip Code, then create a Lookup Helper Setting to populate Zip Code:
Select Child Object: Field Rep
Select / Create Lookup Field to be Used
Maintain Existing Lookup Relationship
Select Lookup Helper Setting Type
Lookup Helper Setting Type: Field matches Name/Id
Select field on Field Rep to match the name/Id of a Zip Code record: Assigned To
Save and Run the Lookup Helper setting and enable real time on Field Rep.
Next, create a text field on Zip Code: Available Rep
Create a rollup with Rollup Helper displaying the name of the first available rep:
Select Destination Object: Zip Code
Select Target Field: Available Rep
Select Source Field
Which object would you like to use as the source:
Child Object: Field Rep
Select Relationship: Zip Code - Field_Rep__c.Zip_Code__c
Which field on Field Rep should we use as a source:
Field Rep Name
Select Type: Text
Create a new filter: First Available
Enter Filter Name:
Limit to 1 record
Specify Sort Order (You can use whatever field makes the most sense for your process.)
Specify Filter Criteria
Deleted = False (Default)
Available = True
Save and Run the rollup.
This use case can be extended by rolling up the results from Zip Code to Account. For further assistance with this use case, schedule a one-on-one demo.
How are you identifying specific people in a geographic region at your company? Please share in the comment section below.