• #43345
     Anjali #7
    Forcetalks

    When are lead assignment rules triggered?

    When are lead assignment rules triggered?

    #43389
    Forcetalks

    Hi,

    Some scenarios are given below :

    1.  Creating a Lead Manually : Make sure you have checked the checkbox “Assign the active assignment rules” in optional section.
    2. Web to Lead : Lead will be generated and at the same time assignment rule will be triggered.
    3. Salesforce processes any rules in the following order:
    • Validation rules
    • Assignment rules
    • Auto-response rules
    • Workflow rules (with immediate actions)
    • Escalation rules

    Workflow field updates that run based on an approval process or time-dependent action do not trigger any rules.

    Thanks.

    #43578
    Forcetalks

    Hi,

    Assignment rules are usually triggered through the user interface when creating or editing a record; this can make it difficult to get the assignment rules to trigger for already existing records, or records imported or updated through the API. Using the Data Loader, you can access settings to get an assignment rule to trigger when performing an insert, update or upsert.

Viewing 3 posts - 1 through 3 (of 3 total)

Please to reply to this topic.

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

Sending

About Us

Forcetalks is a Salesforce collaboration platform for coders & developers, geeks & nerds, consultants & business heads, admins & architects, managers & marketers and of course the business owners. A community where you can learn from, where you can contribute to. For you. For Salesforce. Read More...

Copyright 2019 Forcetalks. All Right Reserved.

Log in with your credentials

or    

Forgot your details?