Assignment rule in Salesforce

Create assignment rules to automate your organization’s lead generation and support processes.
  • Lead Assignment RulesSpecify how leads are assigned to users or queues as they are created manually, captured from the web, or imported via the lead import wizards.
  • Case Assignment RulesDetermine how cases are assigned to users or put into queues as they are created manually, using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal, Outlook, or Lotus Notes.

Steps for creating Lead Assignment Rule:

1. Go to Setup --> Build --> Customize --> Leads --> Assignment Rule.



2. Click "New" button.




3. Give a name, check "Set this as the active lead assignment rule" check box.




4. Open the assignment rule.


5. Click "New" to create a rule entry.



6. Enter the criteria as per your requirement.




7. Below is the output of my rule criteria.




8. Go to Leads tab. Create a Lead record. Check "Assign using active assignment rule" check box.





Output:




This lead record is assigned to Magulan D because the Lead city is Chennai.

3 comments:

  1. Hi Magulan,

    How to assign leads through Data loader?

    Thanks
    kumar

    ReplyDelete
  2. good suggestion and help

    ReplyDelete
  3. Thanks for helping about lead assignment rule.

    Can you please publish a detail notes and step
    to use of SOAP api which is published by other
    enterprise as well as how to use salesforce SOAP
    api with other system.

    ReplyDelete