Trigger Assignment Rules on Update or Upsert using Data Loader

Hello guys,

In this article, we will do some work around Assignment Rules. As you are aware Assignment Rule can be trigger on Insert actions. Either it could be manually or through an Automation process.

But...

What if you have to reassign a list of records?

Export all the records then delete them, then insert them using the new assignment rule is not sounds like a good idea 😑

To get rid of this solution you have to use a data loader.

Don't forget to check out: Salesforce Apex Trigger Handler | The Developer Guide

Yes, using data loader we can trigger the Assignment Rule on update & upsert also.

Follow the below steps to add the Assignment Rule Id in Data Loader :

Find the Assignment Rule ID

Navigate to the assignment rule that you want to be triggered for this import/update
In the address bar for your browser, copy the 15 digit ID that starts with "01Q"

Add the Assignment Rule ID to the Data Loader Settings

Open the Data Loader
Press the "Settings" drop-down menu, and click "Settings"
In the "Assignment rule" text box, paste the Assignment Rule ID you obtained

Check out an amazing tutorial video by Kapil here: Custom Aura Feed Component | forceChatter:feed | Chatter in #Salesforce | Salesforce Tutorials

Now when you run the insert, update, or upsert, the assignment rule that you entered will be considered and fired for any record meeting the criteria of the assignment rule.