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What are the assignment rules in Salesforce?
What are the assignment rules in Salesforce?
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7 Replies
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An assignment rule in Salesforce is used to define to whom case or lead is assigned based on the specified criteria. Most of the organizations have one particular rule for the overall purpose. For example, there could on lead assignment rule for web-generated leads and one case assignment rule for the holiday use
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An assignment rule dictates to whom a lead or case is assigned based on criteria that is specified within Salesforce. Typically, your organization will have one rule for each overall purpose.
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Assignment rules automate your organization’s lead generation and support processes. Use lead assignment rules to specify how leads are assigned to users or queues. Use case assignment rules to determine how cases are assigned to users or put into queues.
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Hi Pooja,
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.
- Case Assignment Rules.
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An assignment rule dictates to whom a lead or case is assigned based on criteria that is specified within Salesforce. Use case assignment rules to determine how cases are assigned to users or put into queues.
There are two types of Assignment Rules in Salesforce they are
Lead Assignment Rules.
Case Assignment Rules. -
Assignment rules in Salesforce are used to automatically assign lead or Case to owner(User Or Queue). Assignment rule is used to automate owner assignment on Case and Lead based on conditions on Case or Lead.There are two type of assignment rules
Lead Assignment Rules
Case Assignment Rules -
Assignment rules are a powerful Salesforce feature which can help automate your organization's lead generation and support processes. Assignment rules dictate to whom a lead or case is assigned based on criteria specified within Salesforce. Typically, your organization will have one rule for each overall purpose .
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