Information for older versions
Articles
Upgrading to Version 10 of SuperRoundRobin
Version 10 of SuperRoundRobin brings the SLA as the main new piece of functionality. This is the ability to configure a Service Level Agreement mechanism that will hold your reps more accountable....
Test Class for Custom Objects for Versions Older Than 10
//test class for SuperRoundRobin triggers on custom objects (and standard objects beyond the out-of-the-box Lead, Account, Contact, Opportunity and Case) //if you are required to put customer...
Upgrading from pre-Version 9.20 to 9.20+
Version 9.20 brought some improvements to SuperRoundRobin MatchRules. To take advantage of these improvements, follow these instructions after upgrading from a pre-Version 9.20 installation. Two...
Upgrading to Version 8 of SuperRoundRobin
The theme of Version 8 is greater assignment control. Two new features have been added; 1. Capacity Models - the ability to define agent/rep capacity and then limit record assignment based on the...
Installing Version 6 of SuperRoundRobin
Version 6 of SuperRoundRobin is an extensive rework of the codebase, and includes several large new features such as support for Standard and Custom Objects. Upgrade from previous versions is...
Advanced - Overflow Records To a Backup MatchGroup - Outdated
Instead of having records in a queueing state awaiting Assignees to become available again, use this setup to have records overflow to a backup MatchGroup for a secondary team to deal with. When...
Assign To Custom User Lookup Instead Of OwnerId
This article only applies to older versions of SRR before v8.22. Check your version, and consider upgrading, before implementing unnecessary automation. Sometimes you have multiple 'owners' looking...
Upgrading to Version 11 of SuperRoundRobin
Version 11 introduces the ability to reference parent record fields in MatchRules. Previously to create rules based on cross-object fields you had to create formula fields on the record being...
Upgrading to Version 7 of SuperRoundRobin
Version 7 of SuperRoundRobin adds the Working Hours feature that enables you to set the availability of users via a weekly schedule of hours. Email notifications are completely reworked and include...
Fundamental: Adding Fields to the MatchRules 'Field' Lookup
This functionality is only present in SRR Versions 7,8,9 and 10. From Version 11 SRR has an improved interface where all fields are available in the Field picklist and no 'enablement' of fields is...