Creating and Managing Salesforce lead assignment rules
In this Salesforce tutorial we are going to learn about What is an assignment Rules , How can we create and manage Salesforce lead assignment rules, and why should we create assignment rules in Salesforce.
What is an Assignment Rule?
Assignment Rules are used to assign Leads and Cases automatically to the assigned users based on criteria. There are two types of Assignment Rules in Salesforce they are
- Lead Assignment Rules and
- Case Assignment Rules.
What are Salesforce lead assignment rules?
Salesforce lead assignment rules defines the administrators to assign a lead to users and queues based on criteria. A lead can be generated either by manually or generated from the web.
What are case Assignment Rules?
Salesforce lead assignment rules defines the administrators to assign a Case to users and queues based on criteria. A Case can be generated by manually , generated from the web to case, Email to case etc.
How to create Salesforce lead assignment rules?
Creating and Managing Salesforce lead assignment rules are very important. Let us learn how to create lead assignment rules in Salesforce.com. To create assignment rules login Salesforce and navigate to Setup | Build | Customize | Lead | Lead Assignment Rules.
- Click on Lead assignment rules as shown above.
Click on New Button to create new Salesforce lead assignment rule.
- Enter Rule name.
- The assignment rule must be activated as shown above.
- Click on Save button.
There are only one standard rule in our salesforce. If we create new Assignment rule in Salesforce the first standard rule will be automatically deactivated. At a single point of time only one assignment rule is active. For a single rule there can be multiple rule entries.
- When creating Rule entry we have to learn about these three Order number, Criteria and Assigned to.
- Click on Save button.
How to create New Rule entries in Salesforce Lead Assignment Rules.
In Salesforce we can create many rule entries for single Assignment Rule.
- Click on New Button to create new Rule entry.
- In step 1 :- Enter Sort order as #1.
- In Step 2 :- Enter rule criteria as shown above.
- In Step 3 :- Select the user or queue to assign the lead.
- Select user and Email template as shown above.
- Click on Save button.
Learn how to create Email template in Salesforce.
We have created two Rule entries with order 1 and Order 2. In this Salesforce lead assignment rules, Generated leads will be automatically assigned to the country United State and Country United Kingdom.
Conclusion :
In this Salesforce Tutorial we have learned about What is Assignment rule and How to create Salesforce lead assignment rules. Like wise case assignment rules are also similar to lead assignment rules.