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How are lead assignment rules executed in Salesforce?
updated 1 month, 1 week ago
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How are lead assignment rules executed?
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Hi Anjali,
Lead assignment rules allow us to automatically assign Leads to the appropriate queue or user. A Lead assignment rule consists of multiple rule entries that define the conditions and order for assigning cases. From a Salesforce User interface, a user can trigger assignment rules by simply checking the Assign using active assignment rules checkbox under the optional section. The problem arises when you need to insert or update the Leads from Process Builder and wants to trigger assignment rules. Using the Process Builder, a Lead will be inserted or updated but assignment rule will not be triggered as there is no check box to use the organization’s assignment rule or a prompt to assign using the active assignment rule.
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Dear all on this post,
Often overlooked is the need to create a "catchall" step after activating an assignment rule (either Lead or Case) meant to address records that may escape the criteria mentioned in your rules. If not, the default Lead or Case Owner (both in Setup) will be assigned. This Default Owner often ends up being the first user created on the org.
Just a handy insight from previous experience.
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Lead Assignment Rules — An assignment rule dictates to users or queues is assigned based on criteria that are specified within Salesforce. Lead they are created manually, captured from the web, or imported via the lead import wizards.
To set up a lead assignment rule, navigate to Set Up -> Build -> Leads -> Assignment Rules, and click “New.” Enter a descriptive Rule Name, check “Active,” and click “Save.”
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Hi Anjali,
Now you should be able to understand that how lead assignment rules work in Salesforce.
Let us understand that when lead assignment rules get executed in Salesforce :
- The original record is loaded from the database (or initialized for an insert statement)
2. The new record field values are loaded from the request and overwrite the old values
3. All before triggers execute (TRIGGERS)
4. System validation occurs, such as verifying that all required fields have a non-null value, and running any user-defined validation rules (VALIDATIONS)
5. The record is saved to the database, but not yet committed
6. All after triggers execute
7. Assignment rules execute
8. Auto-response rules execute
9. Workflow rules execute (WORKFLOW)
10. If there are workflow field updates, the record is updated again
11. If the record was updated with workflow field updates, before and after triggers fire one more time (and only one more time)
12. Escalation rules execute
13. All DML operations are committed to the database
14. Post-commit logic executes, such as sending email
Thanks
- The original record is loaded from the database (or initialized for an insert statement)
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Lead assignment rules allow us to automatically assign Leads to the appropriate queue or user. An assignment rule dictates to users or queues is assigned based on criteria that are specified within Salesforce.
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A Lead assignment rule consists of multiple rule entries that define the conditions and order for assigning cases. From a Salesforce User interface, a user can trigger assignment rules by simply checking the Assign using active assignment rules checkbox under the optional section.
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