Out of Office

Setting availability using built-in Out of Office

Ed Ralph

Last Update vor 10 Monaten

It would be very wasteful for fresh leads to be assigned to the rep that has just gone away for a week's vacation!

One time setup of Out of Office

SuperRoundRobin leverages the Out of Office setting supplied with Salesforce in the Chatter module.  This means that Chatter needs to be enabled if it isn't already:

  1. Go to Setup > Chatter > Chatter Settings
  2. Check the box to enable Chatter
  3. Check the box against Users can set Out of Office messages

Setting Users as Out of Office

Once the settings above have been saved, all Users will be able to see the Out of Office button on their profile page (accessed by clicking on your User avatar in the top right corner and then clicking on your name):

Click the Out of Office button to set the Out of Office message and dates:

The final piece of configuration is at the Assignee level within SRR.  Ensure that the Do Not Assign When OOO checkbox is ticked.  Assignees set up this way that have set their Out of Office dates will be excluded from any assignments by SuperRoundRobin (within the dates specified).  Super!

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