Enforce Lead assignment Rule in web-service class

Question

In my org we are getting receiving leads from a third party site, for which we have written a webservice class. But when a new lead is created through this webservice Lead assignement rule is not enforced. I googled a bit and found way to enforce these rules using After Insert Trigger, but i want to enforce them in webserive class as soon as lead is created.

Thanks for your time!

Answer 1

From the webservice class if you run this type of logic, it will enforce the Lead assignment rule.

List<AssignmentRule> lstAssignmentRule 
    = [SELECT id 
        FROM AssignmentRule 
    WHERE SobjectType = 'Lead' 
    AND Active = true LIMIT 1];

AssignmentRule objAssignmentRule = new AssignmentRule();
Database.DMLOptions dmlOpts = new Database.DMLOptions();
if(lstAssignmentRule.size() > 0)
{
    objAssignmentRule = lstAssignmentRule[0];
    dmlOpts.assignmentRuleHeader.assignmentRuleId= objAssignmentRule.id;
}
List<Lead> lstLead = new List<Lead>();
Lead objLead = new Lead();
objLead.status = 'New';
//assign other attributes

objLead.setOptions(dmlOpts);
lstLead.add(objLead);
insert lstLead;

Answer 2

If you were using the SOAP API, the AssignmentRuleHeader is availiable in order include it in your HTTP call, but since you're using the REST API, then you have to enforce it manually in APEX.

With the following code you can apply the rule in the webservice:

Database.DMLOptions dmo = new Database.DMLOptions();
dmo.assignmentRuleHeader.useDefaultRule = true;
theLead.setOptions(dmo);

Nonetheless, depending on your organization, it might be more convenient to include it in the very endpoint you developed or actually in the lead trigger. If you're going to have to do this in multiple web services, then to avoid code duplication I'd just include it in a trigger. That way you know it will be done always regardless where the lead comes from.