• #43357
     Anjali #8
    Forcetalks

    How are lead assignment rules executed?

    How are lead assignment rules executed?

    #43577
    Forcetalks

    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.

    #43579
    Forcetalks

    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 updatethe 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. Let’s start with a business use case.

    #43584
    Forcetalks

    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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