Forum Replies Created

  • Vince

    Member
    October 4, 2018 at 8:10 PM in reply to: How are lead assignment rules executed in Salesforce?

    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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