Route Leads To Correct Partner

[danlat]

Hi ALL,

This is my first post and new to Salesforce. Over the past few of days I have been introducing myself with the platform and the various functionality, but I find my self neck-deep in documentation! and the tutorials.

I have a development background and I am currently looking at customizing our current Enterprise version of the app to our company needs. Mostly using point-and-click at present.

I have successfully implemented web-to-lead forms on our site, which are being correctly recieved by Salesforce, and I have figured out how to define workflows and tasks.

Futhermore, our company implements partner portals but I am struggling to figure out how I route a Lead to the correct partner so it shows up on their portal?

Will i have to create a custom field to map the Lead to a particular partner? and how do I differntiate each partner? will I have to give them each a "unique id" so I can "tag" the lead as it comes in, then perform a workflow rule which routes the lead to the partner portal so it will show up, on their partner portal?

I would be extremly grateful of any tips and advice on the questions above, and pointers to any good tutorials that have the same thread that I am trying to acomplish.

Many Thanks.

[bhulst · Accepted solution]

Hi Danlat,

I had a similar challenge in the past and solved this with a unique partnercode. The 'partnercode' was embedded in the website so would automatically be linked to the lead. The partnercode was used by lead assignment rules to assign the lead to the right partner. Adding a code will also prevent you from assigning the lead to another partner in a later stage keeping your partners happy.

Hope this helps. 

[danlat]

Hi bhulst,

Thanks for the reply.

This is also how I ended up doing it.

Thanks Again.