This use case is highly adaptable, but for documentation Zip Code and Field Rep are the Custom Objects being used.
Note: This use case assumes that there is a checkbox on the Field Rep record for “Available” and a text field on the Field Rep object 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
Zip Code
Select Lookup Helper Setting Type
Lookup Helper Setting Type: Field matches ID
Select field on Field Rep to match the ID: 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:
First Available
Limit to 1 record
Specify Sort Order (You can use whatever field makes the most sense for your process.)
Record ID
Ascending
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.
Have questions?