---
schema_version: "1"
id: 2caea6412a3c8e71f27e229aa8d079a7ed8150a6e4fa6234e7958d521a1675d2
title: Create a Round Robin Lead Assignment Rule
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_round_robin_lead_assignment.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_round_robin_lead_assignment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1f6eeea00c32327b2738876f57f30fd755c89129307cf596b02a6221be977f7d
description: Keep your team's workload even by auto-assigning new leads to each user.
products:
  - Cross Cloud
release: "264"
---
# Create a Round Robin Lead Assignment Rule

Keep your team's workload even by auto-assigning new leads to each user.

Round robin assignment means that each new lead is assigned to a different user until everyone has been assigned the same amount and the cycle repeats.

For example, if you have three users:

- Lead 1 is assigned to user 1
- Lead 2 is assigned to user 2
- Lead 3 is assigned to user 3, then the cycle repeats
- Lead 4 is assigned to user 1
- Lead 5 is assigned to user 2
- Lead 6 is assigned to user 3, then the cycle repeats.

You can set up round robin lead assignment with a few custom fields and a lead assignment rule.

## Create a Lead Number f+Field

Creating a Lead Number f+Field gives each new lead a unique ID.

1. Open Setup.
2. Search for Object Manager, and open it.
3. Click **Lead**.
4. Click **Fields & Relationships**.
5. Click **New**.
6. Select **Autonumber**, and click **Next**.
7. Name your field Lead Number.
8. In Display Format, enter {0}.
9. In Starting Format, enter 1.
10. Check the box to **Set this field as the unique record identifier from an external system**, and click **Next**.
11. Give user permission to the right people, and click **Next**.
    
    ![Autonumber field template filled out.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_RRLA_1.png)
12. Uncheck all **Page Layout** boxes, and click **Save & New**.

## Create a Round Robin Field

The round robin field tells the system to assign each new lead to the next user in order.

1. Select **Formula**, and click **Next**.
2. Name your field. For example: Round Robin.
3. Select **Number**.
4. In the Decimal Places dropdown, choose 0, and click **Next**.
5. Select **Advanced Formula**.
6. In the **Test (Number) =**field, paste in this formula: MOD(VALUE({!Lead\_Number\_\_c}),3)+1. There are two things to note: 1) The phrase Lead\_Number pulls the name of the field you created in the previous section. If you gave it a different name, make sure to update it in the formula. 2) Replace the number 3 with the number of users you want in your round robin rotation.
    
    ![Formula field template with the formula inserted in the Advanced Formula tab.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_RRLA_2.png)
7. Click **Next**.
8. Give user permission to the right people, and click **Next**.
9. Uncheck all **Page Layout** boxes, and click **Save**.

## Create a Lead Assignment Rule

The lead assignment rule ensures that leads are assigned evenly across users.

1. In Setup, search for Lead Assignment Rules, and open it.
2. Click **New**.
3. Name your rule Round Robin Assignment Rule, and click **Save**.
4. Click to open Round Robin Assignment Rule.
5. In the Rule Entries section, click**New**.
6. In Sort Order, enter 1.
7. Set the rule criteria by choosing **Round Robin** in the Field dropdown, **Equals** in the Operator dropdown, and **1** in the Value field.
8. Select the user this rule applies to.
9. Optionally, select an email template to tell the user that the rule has been assigned to them.
10. Repeat steps 5 through 9 for each user in your round robin rotation. Give each user in your org a number. Every time you add a user to the round robin rotation, change the sort order and the round robin equals number to the user's number.
    
    ![Completed lead assignment rule showing each user.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_RRLA_3.png)

## Allow Round Robin Lead Assignment on Manually-Created Leads

1. In Setup, click **Object Manager**.
2. Click **Lead**.
3. Click **Page Layouts**.
4. Open **Lead Layout**.
5. Click **Layout Properties**.
6. Next to Lead Assignment Checkbox, check the box to **Show on edit page**, and click **Okay**.
7. Save your changes.