Getting Started With: Assignment Rule

What is Assignment Rule? Business Use Case:

Assignment rules automate your organization’s lead/case Pamela Kline works at UC. She has received a
generation and support processes. requirement from the management to
update the following Lead fields when Lead
Source changed to Partner Referral.

Status = Working – Contacted & Rating = Hot.

View & Setup Assignment
Rule
To view assignment rules:
from Setup, enter Assignment
Rules in the Quick Find box,
then select either Lead
Assignment Rules or Case
Assignment Rules.
See Page 2
Limits for Assignment Rule As data changed by the process, she wants to
fire the assignment rule as soon as the
Salesforce limits the number process updates the lead record.
of rules, as well as the
number of entries and actions
Learn More ➡ https://bit.ly/3neRXzB
per rule. These limits apply to
assignment rules,
auto-response rules, and
escalation rules. Additional
Resources Create Case How do I notify
Queues and an someone that
👉 Assignment Rule they have a new
lead
Feel free to Download Content Files Below & Keep Blazing New Trails!

Continue…
Our Content Downloads Catalogue:
11) Getting Started Resource: Einstein Bots
1) Getting Started Resource: Lightning App Builder
12) Getting Started using Einstein Analytics
2) Getting Started Resource: Gmail Integration
13) Getting Started with Flow Builder
3) Getting Started Resource: Einstein Case Classification
14) Getting Started with Opportunities
4) Getting Started Resource: Sales Cloud Einstein
15) Getting Started Resource: How to Create Custom Fields
5) Getting Started Resource: Outlook Integration
16) Manage Accounts and Contacts
6) Getting Started Resource: Formulas
17) Getting Started with Dashboard
7) Getting Started Resource: Automate Case Management
18) Opportunity Teams and Split
8) Automate Your Business Processes
19) Building Einstein Analytics Dashboard
9) Getting Started Resource: Enterprise Territory Management
20) Getting Started with Page Layouts
10) Getting Started Resource: Field Service Lightning
21) Getting Started with Reports
22) Getting Started: Security and Access- A Big Picture
23) Getting Started with Quick Actions
24) Getting Started: Send Email from Salesforce
25) Getting Started: Import Data into Salesforce
26) Getting Started Resource: Sharing Rules
27) Getting Started with: Assignment Rules [New This Month]