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In Lead assignment rule i wanted to make entry criteria 'dynamic' using custom settings or any other means.

eg. entry criteria would be if Field XYZ = 'variable value' .This variable value should be easily modifiable so there won't be any need to change rule criteria every time.

Is it even possible?

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  • In that case, you need to write apex code to assign ownership Commented Jan 26, 2017 at 17:14
  • can we use custom settings to store the variable value and access it in assignment rule....? Commented Jan 26, 2017 at 17:30
  • No, you have to write trigger when lead is getting created and based on the custom setting value you can assign ownership Commented Jan 26, 2017 at 17:33

1 Answer 1

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Sometimes, the best way to handle this is to introduce a taxonomy

Say, for example, you have assignment rules that look like this:

1 State equals  AZ,CA,OR,NM,NV,WA  assign to Fred
2 State equals  CO,ID,MT,UT,SD,ND  assign to Frederica

and you decide that Colorado (CO) is now part of the western territories covered by Fred

If your rules were instead:

1 Region equals West assign to Fred
2 Region equals BigSky assign to Frederica

then all you need to do is introduce custom field Region__c on your Lead and define a new mapping of Lead.State to Lead.Region__c either via formula fields or in triggers (not workflow or process builder, it is too late in the execution sequence by then). That is, remap state CO to region West

If using triggers, you can do the mapping declaratively via custom settings, custom metadata types, or custom objects.

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