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Topic

    Adam
    Routing to team
    Topic posted December 12, 2018 by AdamBlue Ribbon: 750+ Points, tagged Configuration, Routing / Optimization 
    21 Views, 3 Comments
    Title:
    Routing to team
    Summary:
    Can Routing works for a team
    Content:

    Given a scenario like my certain activity types require a team of resources to work together on the same activity. Sometimes it is one technician and one truck and sometime it is 02 tech and 02 trucks. Can routing handle this complexity?

    Version:
    18D

    Comment

     

    • Zsolt Tolgyesi

      Hi Adam,

      Yes, if the activities has as many linked activities as your scenario requires, if no, then not, because one activity can be routed only to one resource.

      Regards,
      Zsolt

    • Adam

      Thank you Zsolt.

      Our requirement is to have one activity to be assigned to multiple resources as all these resources will be working on the same activity. I don't see any usage of linked activities in our requirement as we cannot close them on the closer of parent activity also all the linked activities are independent once they are started.

      Please can you advise what is the best way to achieve our requirement? Our activities to be created from Sales Cloud and manually assigned to field resources (Technicians + Trucks) by supervisor but they do not want to create manual activities while teaming up the resources. How we closely we can meet this requirement?