Activity › Forums › Salesforce® Discussions › What are the Assignment rules in Salesforce?

  • MOHIT

    Member
    February 23, 2020 at 4:44 am

    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.

    These are two popular ways how can you define the assignment rules in Salesforce.

    Lead Assignment Rules

    Case Assignment Rules

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