Assigning Teams to postcode areas

You can now assign Teams to one or more postcode areas. This lets you use a flow to e.g. automatically determine what team a candidate belongs to. MSR-927 | May 2024

For whom is this feature?

For organizations that use the Teams structure.

Benefits for you as a user

You can automatically assign a candidate to the right team based on their residential address.

Clarification of this new feature

In a new object 'Team Postcode' (msf__Team_Postcode__c) you can now create postcode areas and link these to a team or team group. You can define the postcode area by entering two values: 'Postcode from' and 'Postcode up to'.

You can use these two values in a flow to determine - based on a person's postcode - what postcode area they belong to and then automatically assign the responsible team.

Setup

In order to create Team Postcode records, you must grant access to the object 'Team Postcode' (msf__Team_Postcode__c). You must also add the object as a related list in the object Teams.

Important information for using this feature

Note: this feature will become part of our Enterprise Package. In order to install it in your environment, please contact our support department.

🔗 Here you can find the key features from the May 2024 Release