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.


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