Personalization

Rep assignment

Assign each lead or customer to the rep that will handle them best — using Salesforce

You’ll need a Faraday account to use this template. It’s free to sign up and you can use sample data to start.

As a Faraday user, you might want Rep assignment predictions in Salesforce simply because it makes your life easier when it comes to managing leads and customers. Instead of guessing which sales rep will connect best with each target, you can rely on Faraday's AI-powered insights to make smart assignments. This means your team can focus more on what they do best—building relationships and closing deals—while Salesforce takes care of the logistics. It can lead to more effective engagement and a smoother workflow without the need for any extra guesswork.

Step 1
Connect your data sources
Use the link below to connect Salesforce to Faraday. You can also skip this step and use CSV files to get started instead.
Salesforce
Step 2
Ingest your data into event streams
This allows Faraday to understand what your data means. These links will guide you through ingesting the data necessary to power this template.
Transaction Signup
Step 3
Organize your customer data
You'll create groups, called cohorts, that are the essential building blocks of Faraday and allow you to easily predict any customer behavior.
Leads
Step 4
Declare your prediction objectives
With your cohorts defined, it's easy to instruct Faraday to predict the necessary behaviors. Follow the docs with the link below.
Rep assignment
Step 5
Define your rep assignment pipeline and deploy to Salesforce
Finally, deploy your prediction with the link below.
Rep assignment
Step 6
Deploy to Salesforce
Create a deployment target using the Salesforce connection you created above. Or, get started by simply deploying to CSV.
Salesforce