Automatically assign sales representatives to accounts


I’m building my first app to solve a problem in work team and I’ve gotten lost int he documentation so maybe someone can point me in the right direction. I want the app to be able to choose a Sales Representative from a list or column and to autofill the chosen SR name section when someones is filling in information for a new account lead.

An important part is that the SRs need to be chosen in a Round Robin way, meaning that individual SRs are chosen equally in some rational order. No SR can be chosen again until all SRs have been chosen once within the loop/round.

If anyone has any advice on how to do this or point me in the right direction it will be greatly appreciated.

I was able to solve this problem by using the formula used in this youtube video as the App formula.

1 Like