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1
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0answers
24 views

Shouldn't accounts automatically be assigned to territories at creation if rules match?

We have been using Territory Management 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 ...
-1
votes
0answers
13 views

How to change cases status to “Escalated” after escalation in salesforce

I have an escalation rule in case objects.After 1 day i triggering my escalation rule. Is Escalated is getting set on case. How I will change the status of case to "Escalated" after escalation ...
0
votes
2answers
30 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
19 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
22 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
1answer
41 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
36 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
31 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
30 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
31 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
48 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
30 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
41 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
64 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
74 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
148 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
18 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
47 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 ...
0
votes
0answers
79 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
228 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
99 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
213 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
100 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
54 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
743 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
123 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
179 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
42 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
422 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
315 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
152 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
170 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
248 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
143 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
387 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
526 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
564 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 ...
0
votes
2answers
125 views

Query Account field IsExcludedFromRealign

There is a field on Account called IsExcludedFromRealign which determines that if Account is excluded from Territory Assignment or not. I am having an issue where some of my accounts are not assigned ...
6
votes
4answers
598 views

Why Account Assignment Rules removes Account from Territory?

I have a Territory Account assignment rule with a simple condition. If the Account Country = United States and State = XYZ, assign to a territory. The assignment rule works fine and there are accounts ...
1
vote
1answer
645 views

Assignment Rule firing for bulk records

Salesforce says to invoke a assignment Rule by marking " Assign using active assignment rule checkbox " to be checked. This works fine for single records. I am curious to know how does it work for ...
3
votes
3answers
2k views

Case default owner is overriding specified case owner

We have third party form builder tool called Wufoo that creates records on a custom object when a form is submitted. If certain criteria applies, we trigger a case creation and specify who the case ...
2
votes
1answer
286 views

DMLOptions 'useDefaultRule' for an account's update - not working

I'm trying to assign DML options to an account's update. It's working with the insert, but not wit an update. Here is the code I'm using: Database.DMLOptions dmlOpts = new Database.DMLOptions(); ...
5
votes
1answer
889 views

Do assignment rule owner updates cause Update triggers to fire

Reviewing the "Triggers and Orders of Execution" document leads me to believe that only workflow rule field updates cause Update triggers to fire if field updates occurred. I'm seeing an instance ...
0
votes
0answers
285 views

Skip Lead Assignment Rule for Named Accounts

How can I get leads from specific companies, i.e., leads meeting specific filter criteria, to skip assignment rules and go directly to a designated rep? Currently my trigger assigns named account ...
0
votes
1answer
212 views

Case assignment rule when closing a case

I have an auto assignment rule on Cases which assigns a case to a queue when closing a case. I see that the rule is evaluated as false, meaning that after closing a case the system doesn't consider it ...
1
vote
1answer
1k views

Apex dynamically assign new records to users using trigger

I'm a young Apex developer. I have a quick question: I would like to dynamically assign new records to users using an Apex trigger. As we know, every new created records are automatically assigned to ...
3
votes
2answers
1k views

Assignment rules do not send notification email Queue email for Cases created from Site?

I am creating a Case from site and the Assignment Rules are triggered, the record assigns as expected but no assignment notification email is sent to Queue email. The assignment rules are configured ...
1
vote
2answers
85 views

How do I assigning variable across numeric types eg numbers to integers ?

I have a small problem and the scenario is I have two inputted number (3,0) fields which I use to calculate an average by dividing one by the other. I want to use the result to increment a date ...