Salesforce User Story Template
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Salesforce User Story

I. Title:

Fixing Incorrect Lead Assignment Rules

II. User Role:

Sales Representative

III. Goal/Need:

Sales Representatives need accurate lead assignments based on predefined rules to ensure timely and appropriate follow-ups.

IV. Description:

Currently, the lead assignment rules in Salesforce are not correctly assigning leads to the appropriate sales representatives. This issue has been causing confusion and delays in lead follow-up, which impacts our sales performance and customer experience.

V. Acceptance Criteria:

  1. Correct Lead Assignment: Leads should be assigned based on the updated rules:

    • Leads from Region A should be assigned to Sales Rep [YOUR NAME].

    • Leads from Region B should be assigned to Sales Rep Jane Smith.

    • Leads from Region C should be assigned to Sales Rep Emily White.

  2. Error Handling: Any leads that fail to meet the criteria should be logged and flagged in a dedicated error log for further investigation.

  3. Testing and Validation:

    • Test cases should be created to verify that leads are assigned correctly based on the rules.

    • Validate that no leads are incorrectly assigned or missed.

  4. User Notification: Sales Representatives should receive a notification if the lead assignment fails due to any reason.

VI. Priority:

High

VII. Additional Notes:

  • The issue was first reported in August 2050.

  • Reference related bug report ID: BUG-1234

  • The fix should be implemented in the upcoming release scheduled for December 2050.

  • Ensure that any changes do not affect existing lead assignment functionalities or other related processes.