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0
votes
1answer
23 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
34 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
17 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
0answers
62 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 ...
1
vote
0answers
46 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
64 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
58 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
2answers
96 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
63 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 ...
0
votes
0answers
17 views

How to identify the Assignment rule has been moved into production or not

Can any one let me know.I had an requirement as Assignment Rule : while creating a case - profiles having  as application users - can have their name as -Default in assigned  agent . Profiles ...
1
vote
1answer
114 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 ...
0
votes
0answers
70 views

Outlook Cases, Case Queue and Assignment rules problem

Trying to simplify SFO side panel config due to complex Assignment rules. SFO Cases do not use E2C Assignment Rules. Instead, SFO side panel has User/Case picklists to choose from when creating a ...
1
vote
1answer
186 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
332 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
408 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
58 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
316 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
217 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
883 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
158 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
417 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
176 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
119 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
733 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
680 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
50 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
149 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
128 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
2k 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
139 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
50 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
455 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
569 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
1k 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
430 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
302 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
173 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
92 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
319 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
4k 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
724 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
437 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 ...