Tagged Questions

The tag has no wiki summary.

learn more… | top users | synonyms

0
votes
1answer
27 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
242 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
85 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
36 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 ...
5
votes
4answers
116 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
40 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 ...
2
votes
2answers
253 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
119 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(); ...
4
votes
1answer
219 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
118 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
76 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
523 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
415 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 ...
0
votes
0answers
57 views

Case auto assign rules not working from feed action

I have a Case action which updates the case status. When I use this action on the Case feed the auto assignment rule is not firing. When I edit the entire case and update the status everything works ...
1
vote
2answers
39 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 ...
2
votes
1answer
104 views

Lead RecordType Set in Trigger being changed back to Default RecordType for User

I have a trigger which based on some criteria updates the leads record type. The record type is successfully updated (has the correct record type ID) and an assignment associates this lead with the ...
6
votes
1answer
90 views

Limitation in changing from email address from out-going emails

I noticed that for some out-going email we are not able to change from email address like the following: Approver notification email from approval process. Assignment notification email from ...
4
votes
2answers
1k views

Case Assignment Rule workaround

Background I have an org where there are account teams. An account has a lookup field to a user that is the Customer Advocate for that account. I have triggers that add/edit/delete account team ...
2
votes
0answers
99 views

Case assignment with custom button

I have a field on the Case object which when updated to true needs to trigger the assignment rule. It seems that an inline edit does not trigger the rules so I think of writing a custom detail page ...
1
vote
0answers
44 views

Pulling CC data to assign records using Email-to-case

I've been using Email-to-case with success, but I'd love to know if there's any way to pull the name or email of someone who's CC'd on a case into Salesforce. Right now my assignment rule looks at ...
6
votes
1answer
331 views

How can I trigger assignment rules to run for an account record or group of records?

Background I have a mobile app that is using the REST API to create new accounts in my Salesforce org. I am using territory management to assign my accounts out to my users. It looks like the ...
1
vote
1answer
441 views

Case Assignment Rules

Can we trigger the Case Assignment Rules on the creation of the Case? We are trying to avoid having to edit the case and checking the checkbox "Assign using active assignment rules".
1
vote
1answer
940 views

Assign a workflow task to the user who triggered the workflow rule

The idea is simple, if a user modifies the address of an account, I need to make sure they are reminded to update it on the contact record it corresponds to. So I can create a Task every time the ...
6
votes
3answers
320 views

Best practices in combining validation rules for object fields?

I have a custom object with many fields, I need to ensure some of these fields are required during update (but not insert). While I can create a validation rule for each of these required fields, I ...
1
vote
1answer
207 views

Can I assign leads automatically using a Form field?

We have a Lead Form on our website, which generates leads in SF. In the form, there will be a dropdown with the lead owner (SF value), when the lead is collected in SF, I need that the assignment ...
8
votes
2answers
3k views

Lead assignment rule in a trigger

The objective is to have assignment rules fired on a Lead record creation. It seems the rule can be assigned only when using "update" DML in an "after insert" trigger. Why does another DML must be ...
2
votes
2answers
2k views

Why is my Case assignment rule not firing

I have two case queues, one for New Cases (this is the default on the Support settings page) and one queue for the Unreferenced (cases with no account or contact). I wrote an assignment rule for the ...
0
votes
1answer
135 views

What are the best practices to implement a notification to a Queue manager?

Hello Stackexchangers, I'm working on project right now where I'm looking to send a notification to a record owner's manager. Since we need to work with Queues (as Owner of records), I'm looking for ...
0
votes
1answer
78 views

How to notify original case owner (user) when assigned via assignment rule during case creation?

How to notify original case owner (user) when assigned via assignment rule during case creation? I need out-of-the-box solution.
2
votes
1answer
283 views

Deploy long assignment rule from sandbox to production?

What is the easiest way to deploy long (~100 steps) assignment rule from sandbox to production? Edit: Currently it is not possible to automate this. What I am looking is for best practices to reduce ...
2
votes
2answers
2k views

Case Queue Assignments - Allow Certain Users to Assign to Certain Queues

In my Salesforce setup, we have several queues set up that we use to route certain cases to groups within the support team, such as technical, training, developement, and so on. The problem is, users ...
4
votes
2answers
3k views

Case Assignment Rules - Assign to Queue and Email Members - no email sent (Insert by Apex)

Goal: When a case matches criteria is created assign the Case Owner to "Research Queue" and e-mail queue members. Current setup: Queue created for Cases, no distribution email listed (Just ...
1
vote
2answers
603 views

After Insert Trigger on Email Message causing a problem in Case Assignment Rules

We have a after insert trigger on EmailMessage object to Capture "To Email address" (routing address) in Email To Case(We have 10 routing address). Whenever a Case gets created from Email to Case, in ...
2
votes
1answer
334 views

Assignment rules don't run in test class

I am writing a test class for cases. I want to test certain things of course and want to rely on the actual behaviour. Therefore I would like assignment rules to run when inserting test cases. They ...