Splitting records between teams

Sometimes you may need to split records across multiple teams either an even or a weighted distribution.. For example, Team A should receive 50% of all Inbound Leads and Team B should get the other 50%.

We can achieve this by creating a Higher priority Team that does the initial split. 

Scenario: There are two sales teams that cover inbound leads. Team One should get 50% of the inbound volume and Team Two should receive the other 50%.

How to set this up:

1. Salesforce Queues - You will need three Salesforce Queues to do this. Queue 1 is where all the Inbound Leads come in to, then two other Salesforce Queues - Queue 2 where the 50% of Leads are going to go to and then Queue 3 to send the other 50%. 
2. Team - Create a Q2Q Team and add Queue 2 & Queue 3 as Team Members.
3. Distributor - Create a Round Robin Distributor that uses Queue 1 as Source and distributes to Queue 2 and 3. If we leave it here, the split is going to be 50 / 50. Great for A/B Testing. 
4. Weighting - add Weighting for Queue 2 and Queue 3. To do 80/20 split, use Weighing of 4 for Queue 2 and Weighing of 1 for Queue 3. This means that Queue 2 will receive four Leads for every Lead that Queue 3 receives.

Now you have two Salesforce Queues - Queue 2 with 50% of Inbound Leads and Queue 3 with the other 50%.

Next you can add the layer that distributes to the sales team members. 

1. Create a Team for the Team 1 (the Team that is going to get the first 50% of the Leads) and add a distributor that uses Queue 2 as the source. 
2. Create Team 2 and a distributor that uses Queue 3 as the source to handle the other 50%. 

You overall setup now:

1. Has a Q2Q Team that splits your inbound Leads 50/50
2. Sales Team 1 that receives 50% of these Leads and
3. Sales Team 2 that receives the remaining 50% of the Leads.