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0
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0answers
11 views

How to stop lead owner change notification email from saleforce in apex trigger?

We have been trying to stop the email notification which is been sent from salesforce to the lead owner when the lead owner is changed through trigger.We dont have any email scenarios in salesforce ...
0
votes
2answers
55 views

Rules for Boolean variables [closed]

I have two boolean fields completely not dependent on each other. One of the boolean field is a formula based and the other one is not formula based. 1) Risk_accounts__c (boolean field but not ...
0
votes
1answer
26 views

Suppress Case Assignment Rule from case created by LiveHelpNow Chat application

I'm trying to Suppress the Case assignment rule when case get create by LiveHelpNow Chat App. Also though the same Trigger i'm trying to assign the case to the LiveHelpNow Agent Name to i've captured ...
3
votes
1answer
29 views

Trigger change ownership of case from Q to User after Turning off Case Assignment Rule

I'm using LiveHelpNow to create Cases and it works fine, I do capture the LiveHelpNow Agent name/SF user Name to a custom field Case.Case_owner__c. However I run a loop to compare it to User object ...
0
votes
2answers
14 views

Limit visibility of records

I have sObject for example Account, with records. And two users John and Jack. I want show to this users part of records, by using criteria. Something like, John show records with Account.Name = ...
1
vote
1answer
29 views

Illegal assignment from List<SObject> to String Using Database.query

New to apex to please bear with me. I'm using database.query for a SOQL statement from a Custom Setting. I'm then trying to retrieve data from that Custom Setting, but it seems everything is an ...
1
vote
1answer
26 views

Assignment rules are not working when lead is updated from marketo

when trying to create a lead from marketto, assignment rules are working fine but when the same lead is updated assignment rules are not applied properly, for example if we have country in the ...
0
votes
1answer
20 views

Web to lead assignment rules

I have a lead record which was created from web and assigned with proper queue based on its country in address. Incase same record is updated by its country field in web, record is updating ...
0
votes
2answers
24 views

Apex Trigger was created for an Email attchment indicator - it's firing off assignment rules - why?

Currently we are using the Case object in Salesforce for our Customer Support Team. They have the Salesforce Outlook Connector installed on their PC's. Many times they have a case that they will add ...
2
votes
0answers
31 views

Assignment Rules are not triggered when leads are created / updated using REST API

I am making REST calls to my org to create or update Cases and Leads. Using Sforce-Auto-Assign: TRUE or FALSE, I am able to control the auto assignment rule execution on Case object but this same ...
1
vote
1answer
39 views

Unable to suppress auto assignment rule execution while creating cases through APEX

I have a list of cases to be created / updated. There is a Case assignment rule in my org which assigns new cases to a specified user. Now I want to get these cases assigned to the user specified in ...
1
vote
2answers
30 views

Case assignment to dedicated user

Case that I`m struggling with for some time now: Salesforce org with email-to-case enabled. Few queues created and assignment rules for each queue (that is, if email comes to queue1@email.com then ...
1
vote
1answer
69 views

Shouldn't accounts automatically be assigned to territories when created/edited if rules match?

We have been using Territory Management 2.0 for about a year now. I was under the impression that when accounts are created or subsequently edited to meet the territory assignment rule criteria, the ...
0
votes
2answers
41 views

Combine two validation rules

I have two validation rules. I'm not able to use this validation at a time. I want to combine these two validation rules into one. One rule Accept lead owner as user. When lead owner is set to queue ...
0
votes
0answers
21 views

Validate lead owner field

How to validate lead owner id. In my assignment rule I was assign owner field field to queue. Now Once a user take ownership in that queue, again it can not be modified. how can I achieve this? ...
1
vote
1answer
53 views

Case Assignment Rule not triggering on Case Creation in Communities

I have used a Case Assignment rule which works fine normally on Case creation based upon record types, but when I try to create a case through Community portal using a Community user profile, the case ...
0
votes
2answers
105 views

Case assignment rule is always executed in the test class

No matter what to do, the case is always assigned by the assignment rule!! You can try the scenario and code which are attached in the post. But, I have tried to execute the code in the developer ...
1
vote
1answer
38 views

how to use name of user instead of user id [closed]

here i am using user 18 digit id, but since from sandbox to development org. id can change, so i want to go by name of user which will not change. but i am not getting any name of user in drop down ...
1
vote
1answer
37 views

How to route new leads to a back up sales rep temporarily if the actual rep is on leave?

This is more of an admin question. We are using round robin process to assign web leads to our sales rep but if 'Sales Rep A' goes on vacation and I need to assign all the leads coming to 'Sales Rep ...
0
votes
1answer
48 views

How to activate assignment rules using controller's save method?

I have a Visualforce Page that overrides standard New Case page. It uses the Case StandardController, along with a controller extension. The page has an <apex:commandButton action={!Save}/> ...
0
votes
1answer
44 views

Case assignment rules not working when inserting case from ETL

I have the following in my method called in after insert part of trigger. public void caseAssignment(List<Case> cList){ List<Case> cListNew = new List<Case>(); ...
0
votes
1answer
69 views

Security for adding case teams to cases

I have a flow that creates a case with the info entered by the user. I want to add a default case team to it; however, it gives an error saying the user does not have create rights for the "...
1
vote
0answers
45 views

ownerAssignment - Troubleshooting Lead Assignment

Our company is testing out a chat software from Olark. The objective is to create leads from interested prospects. The initial frustration is that while the chat software can create a lead, it doesn't ...
2
votes
0answers
59 views

Web-to-Case creates record bypassing Validation Rule

Scenario : I am using Web-to-case to create case records. I have one Validation Rule which checks - AND((Account.RecordType.DeveloperName = 'XYZ'),(RecordType.DeveloperName = 'ABC')) But here ...
1
vote
1answer
78 views

Is it possible to only increment a Lead field only in specific instances? [duplicate]

Currently we have 2 custom fields on Lead. Lead Number, which is just an auto incrementing number. And then a Round Robin ID which is an equation. MOD(VALUE({!Lead_Number__c}) ,3) +1 We use this ...
0
votes
2answers
95 views

Creating Assignment rules via APEX Code

Is there any way possible that I can create a new assignment rule on lead via Apex code. If possible can someone help me with the code snippet for the same. Also is it possible to transfer assigment ...
1
vote
1answer
218 views

Assign Case to queue without using assignment rules or apex

We are using Flow to create cases, we need to assign these cases to different queues. Since FLows do no trigger Assignment rules, what other functionality can I use to make this happen without having ...
0
votes
1answer
20 views

New Leads Assigned to Sales Users in Order basis

I would like to arrange new leads assigned to Sales Users in order basis. Is there a way by using the Lead Assignment Rule like new Lead ---> sales 1 another new lead ---> sales2 another new lead --...
1
vote
2answers
60 views

Restricting data based upon value in the picklist

I have a scenario in which I need to restrict some records(accounts) which should be seen to a particular person only if the value in the picklist Type='Client'.How can I implement this scenario....
0
votes
0answers
101 views

Territory Management - does child territory assignments rules apply to parent territory?

I am setting up Territory A - which is a parent for Territory B. and Territory C is a child territory for B. I've set assignment rules in Territory C so that accounts that meets the ...
0
votes
0answers
18 views

Run default Lead Assignment in trigger [duplicate]

I want run a rule from trigger (Lead Assignment rule - default) when a new lead is created. I tried something but its not working. Don't know which one is correct way to do that. below you can find my ...
1
vote
0answers
291 views

case assignment rule is getting fired when case comment is added from API

We have setup assignment rules and also setup default case owner from support settings. We are adding case comments through REST API call from external system and whenever case comment is added, it is ...
2
votes
2answers
108 views

Case Assignment

In my company if any user creates a case, the admin should be assigned to that case automatically. I am trying to figure out a way to do it, but I couldn't. Any insights would be appreciated. Thank ...
5
votes
1answer
257 views

Lead creation by process builder ignores lead assignment rule

I'm using process builder to create a new lead record if specific status from a custom object record is selected. Everything works but upon lead creation, the lead assignment rule is not working. ...
0
votes
1answer
126 views

Case Assignment Rules - Assign Case to Account Team Role

I use Account Teams, and one of the roles is Case Manager. For a lot of accounts, the Case Manager is different, so creating a queue and put the case manager in there, is not feasible. When I create ...
0
votes
1answer
58 views

Assignment Rule and Campaign Member Equal Do Not Call

I have trouble figure out how to set up an assignment rule that route my leads with campaign member status equal "Do Not Call". I've created a "Do Not Call" status on campaign member object and ...
3
votes
1answer
996 views

Reassign an existing case using active assignment rules

In some situations I want to reassign an existing case to the default queue defined with the active assignment rules. However, I do not know how to reassign an existing case using assignment rules. I ...
0
votes
1answer
155 views

created a assignment rule on lead. But no queue is assigned.

I have created a assignment rule on lead. When a lead is created get assign to a user x. I have not added the user to the Queue. Even then the lead is getting assign to the user x. when the lead is ...
1
vote
0answers
241 views

Case assignment rules on customer community using Napilli template

The case assignment rules don't fire when the case is created via the customer community when it is set up using the pre-defined Napili template. On the old portal the 'Show Case Assignment' checkbox ...
1
vote
1answer
48 views

De-activating Case assignment rules when deploying a field-type change

I have a custom field on the Contact object. And I changed it from picklist to multi-select picklist. This was referenced in Assignment rules. When I deployed this to another Sandbox, even though I ...
2
votes
1answer
491 views

Territory Management 2.0

I'm new to the concept of Territory Management in SFDC. Our organization uses zip codes to assign accounts & leads to sales rep (via assignment rules). As a result we have hundreds of assignment ...
2
votes
0answers
354 views

Assigning case to case teams from community

Whenever a case is created from the Community User, I am getting this error "Can't Perform this Operation You can't perform this operation with the selected user type." As per the knowledge article ...
0
votes
0answers
161 views

How to write an Apex trigger to fire when a lead owner changes?

I need to write an Apex trigger that fires after the lead owner changes. This is to allow me to auto-convert a lead, but only do it after the lead owner is assigned by the assignment rules (...
1
vote
1answer
199 views

Problem with assignment of automatically created opportunities

I've got an Apex trigger that automatically converts incoming leads if certain conditions are met. These leads are themselves added to the system via an API call from my main application. I've also ...
1
vote
3answers
293 views

Using Change sets got an Error at Validating Assignment Rule:

Can any one help me out. I have an assignment rule on case object in sandbox as well as in production.Now we have added two rule entries to the same rule based on the profile user in sandbox .Now can ...
0
votes
1answer
164 views

Case Assignment rule in production

I have an assignment rule on case object in sandbox as well as in production.Now we have added two rule entries to the same rule based on the profile user in sandbox .Now can i move this rule into ...
1
vote
1answer
454 views

How can I make a round robin that evenly assigns leads within multiple, separate teams?

I'm already very familiar with the standard method for implementing a round robin, but the normal approach one big drawback in my scenario. I have two separate teams (East and West), and all of our ...
1
vote
1answer
624 views

Lead assignment round robin based on lead source

i want to implement round robin for lead assignment but it should only work based on a lead source value . only should run when lead source is equal to facebook . can any one suggest me what would ...
3
votes
1answer
604 views

How to stop the “Lead: [full name] has been assigned to you” emails

I'm assigning lead ownership via apex triggers (before insert, before update) and would like to not have it send out the "Lead: [full name] has been assigned to you" email to the new owner. How do I ...
1
vote
1answer
1k views

Problem With Lead Assignment Rules

I have created a single (there are no others) lead assignment rules. It routes incoming leads from Hubspot (ebooks, demo requests, case study downloads etc) to our lead gen person. The rule works ...