LeanData Reporting Managed Package - Round Robin Pool Objects Follow
Contents:
Overview
The LeanData Round Robin custom object is used to store operational metrics and information from the Round Robin feature in LeanData. There are two related objects to Round Robin pools: “LeanData_Round_Robin_Setting__c” and “LeanData_Round_Robin_Pool__c.”
Purpose
The Round Robin report allows users to surface information about pools such as: active Round Robin members, and specific settings enabled per pool (weighing, capping, etc). For users that manage a large number of pools for multiple objects, this report would be beneficial to spot check members and settings before making bulk updates within LeanData.
You can download the LeanData Reports Managed Package here:
https://appexchange.salesforce.com/appxListingDetail?listingId=02f027a4-5011-4c40-b9e9-8af704b7994d
Building the Report
Each Report is built on top of a custom Report Type that is created when the Reports Managed Package is downloaded. The custom Report Types are not editable, however the Reports themselves are. If you would like to build your own reports utilizing different fields, our recommendation is to clone the Report Type and pull the additional fields/objects you would like to reference.
Note: If a Report Type is cloned, this report will not be automatically updated when new managed package versions are released. In order to upgrade existing reports that have been edited, you will need to uninstall the Reports Managed package, delete the Managed Package field(s), and reinstall the Reports Managed Package.
To clone the managed package report types for customization, navigate to Salesforce Setup > Report Types. Click the report type you would like to clone. Within the Report Type Setup page, you will see a "Clone" button to clone the report type.
To create a new custom report type, navigate to Setup > Report Types. Select the New Custom Report Type button. From here, select the primary object of the report, for example, LeanData Logs. After selecting the primary object, you can then customize the layout of the report type, and add additional fields to the layout via Lookup. More guidance on creating report types can be found on the Object Reporting Guide.
Round Robin Objects Details
Report Name: LeanData Round Robin Pool
Object(s): Round Robin Settings, Round Robin Pool
Description: The LeanData Round Robin Report
The LeanData Round Robin objects “LeanData_Round_Robin_Setting__c” and “LeanData_Round_Robin_Pool__c” are installed as part of the main LeanData managed package. These objects are used to store Round Robin setting information (members of pools, weighting, capping, etc). The primary object for the report type is “LeanData_Round_Robin_Setting__c” with added lookups to the “LeanData_Round_Robin__Pool__c” object.
Note: This report does not capture the volume of records assigned per user within Round Robins. This can be captured in Log Object Reporting. The purpose of this report is to capture all settings enabled on pools along with visibility to pool members.
Fields & Definitions
See table for the default fields included in the managed package report:
| Field Name | Description |
| Created Date | (Date/Time) Round Robin creation date |
| User Owner : Full Name | (Text) Full name of user in Round Robin |
| Round Robin Pool : Object Type | (Text) Salesforce object that the Round Robin is created for |
| Round Robin Pool : Time Zone | (Text) Time zone that pool members are in |
| Round Robin Pool : Pool Type | (Text) Indicates pool type, either standard or business unit |
| Round Robin Pool : Is Conditional Membership Enabled | (Checkbox) Indicates if conditional membership is enabled for Round Robin |
| Round Robin Pool : Weighting Enabled | (Checkbox) Indicates if weighting is enabled for Round Robin |
| Round Robin Pool : Cap Enabled | (Checkbox) Indicates if capping is enabled for Round Robin |
| Current Cap Value | (Number) Current cap value associated with pool member |
| Round Robin Pool: Last OwnerId Routed To | (Number) Last user (id) that record was assigned to |