Round RobinAssignment
Distribute records fairly across your team. No code, setup in 2 minutes.
See the Real Interface
This is exactly what you'll see in Salesforce. Choose your team type and configure in seconds.
Assignment Target Selection
Choose from Public Groups, Queues, or build Custom Teams
Three simple options: Use existing Salesforce groups, leverage queues, or hand-pick your team members
How Round Robin Works
Three simple steps to fair record distribution
Choose Your Team
Select who gets assignments
Public Groups
Use existing Salesforce groups
Queues
Perfect for support teams
Custom Teams
Hand-pick specific users
Set Assignment Triggers
When should assignments happen?
Review & Activate
Test and go live
See exactly how assignments will work before activating
Start fair distribution immediately
Smart Assignment Triggers
Control exactly when Round Robin assignments should happen with flexible trigger options
Flexible triggers: Always assign, queue-based, or field change triggers with advanced condition builder
Why Teams Choose Round Robin
Built for fairness, designed for simplicity
Fair Distribution
Even rotation ensures every team member gets their fair share
Smart Triggers
Intelligent triggers based on field changes, queue ownership, or custom conditions
Flexible Teams
Assign to Public Groups, Queues, or hand-picked Custom Teams
Live Preview
See exactly how your configuration will work before activating
Perfect for Every Team
Sales Teams
Fair lead distribution to SDRs and AEs
Support Teams
Balanced case routing to agents
Success Teams
Health alerts distributed to CSMs
Operations
Custom object routing for any process
Frequently Asked Questions
Common questions about Round Robin Assignment
Can we exclude out-of-office users from assignments?
Can Salesforce queues be assignment targets?
Does Round Robin work with custom objects?
Does it respect Salesforce permissions and security?
Ready to Balance Your Workload?
Join thousands of teams using Action Engine to distribute work fairly. Setup in 2 minutes, no code required.