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Route Leads

About Routing Leads by zip

With territory ownership in place across zip codes, most companies can vastly improve their existing lead assignment rules. It is extremely simple to set up automated lead assignment, by referencing the salesp...

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Assign Leads based on OwnerID

If you have many users, consider using the OwnerID to route leads based on the Owner of the RealZip record. By using OwnerID for lead routing, you don't need to change the Lead Assignment rule when a User's na...

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Salesforce Connect and RealZips

Setting up Salesforce Connect (Salesforce to Salesforce / S2S) and RealZips Since the custom code for the RealZips is not affecting leads pushed from any connection Org (using Salesforce-to-Salesforce feature...

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