Assignment Rules In Salesforce
Assignment rules in Salesforce are basically used to automatically assign Case or Lead to the owner (Queue or User). This assignment rule is used to automate owner assignments on Lead and Case based on conditions on Case and Lead. Types of Assignment Rule There are two types of assignment rules. Lead Assignment Rule: The Lead Assignment rule describes how leads are assigned to queues or users as they are created manually, imported via the Data Import Wizard, or captured from the web. Case Assignment Rule: In Case Assignment rule, it specifies how cases are assigned to users or queues as they are created manually, using On-Demand Email-to-Case, Email-to-Case, Web-to-Case, the Customer Portal and Outlook. Create or Set-up assignment rules After this setup, click Save, or Save & New to save the entry and create more entries. Assignment Rule Example: Following is the Lead Assignment rule which assigns Lead to queues based on City, Company, and Industry. Like this, you can create more rules for assigning a different Queue/User for different criteria. Request a Free Consultation YOU MIGHT ALSO LIKE
