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Questions tagged [assignment-rules]

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30 views

Force Lead Assignment Rules to Always Run

We are having an issue where our lead assignment rules are not being processed. I have verified that the rule is active. We have data integration services in our org that update our leads via data ...
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0answers
14 views

Make lead assignment rules run when a lead is created by process builder

I have a custom object, created via API, then a process builder which copies all the field values over to create a lead. I need the lead assignment rules to run when a lead is created this way, so I'...
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0answers
24 views

Assign using Active Assignment Rule being ignored with UpdateSingleSalesforceObject

The AMPscript function UpdateSingleSalesforceObject ignores Assignment Rules when Leads are created or updated. Is there any way to assign the assignment rule when a lead is updated via ...
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2answers
59 views

Case Assignment rules not working when I use “Email Message: To Address”

I am trying to route emails to specific queues based on Incoming Email ID example Email coming to abc@xyz.com routes to abc queue Email coming to def@xyz.com routes to def queue and so on When ...
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0answers
12 views

Case Assignment Rules - ends with criteria

In the context of email-to-case, Is there some way to achieve “ends with” logic in Salesforce case assignment rules? For example, if the email address ends with “.au” assign it to the Australian ...
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2answers
31 views

active assignment rule through visual force page?

can anyone help me with how to make assignment rule active through visualforce page .i have did this:- <apex:page standardcontroller="case" extensions="Caseassignment" action="{!assignmentactive}...
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0answers
21 views

How to restrict the Case or Queue so that, the Case can not be visible in each queues?

I have created multiple queues for teams. When I create a case, it is visible to each queue and members. I have also made changes in Sharing Settings for case object and made it Private. If anyone ...
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0answers
21 views

Case Assignment Rule

One Javascript button on Lead page used to create cases, when the case gets created then Assignment Rule assign that case to the queue, and the user doesn't have access to view that case hence user ...
1
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1answer
26 views

How Can I keep a Task from changing assignee when its parent opportunity changes owner?

Our BDRs have a workflow where they create a task on an opportunity and search from a spreadsheet an AE with whom to set up a meeting with the customer. We want to remove the need for a spreadsheet ...
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2answers
43 views

Considering the Order of Execution, Can a Manually Entered Record through the UI ever be in a Queue Before Insert?

Background: I've been building a Lead round robin system to evenly distribute work. It checks for records owned by queues, and assigns them to the next user available in each queue. I opted to do a ...
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1answer
75 views

Insert Case Apex - Disable Active Assignment Rules

I am trying to insert a case in apex and set the owner to a specific user id. However active assignment rules are rerouting the case. In apex, how would I disable the use of active assignment ...
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0answers
27 views

Test Class - SOQL in Test Returns No Results using Database.Insert(RecordList,DML), but works using Database.Insert(RecordList)?

I am creating test coverage for a new Lead Process we've built for our company. To properly test this deployment, I need a list of Leads to show as being Inserted by our Pardot API connector user, and ...
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0answers
108 views

How can I Create Round Robin Case Assignment for one record type if I have 4 others

I have built round robin into our cases useing: https://help.salesforce.com/articleView?id=000004000&type=1 And i looks like this: (Field) MOD(VALUE( Case_RR_number__c ) ,2) +1 (Case ...
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3answers
338 views

Case assignment rules reassigning back to queue

I have a case assignment rule. The case is assigned to the queue based on that and then is subsequently routed to the queue member. But the issue occurs when the case owner clicks on the EDIT button ...
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1answer
333 views

Apex Class + Process Builder to fire assignment rules

We have a couple of actions on the Opportunity that create Cases. In order to trigger case assignment rules, I have a simple apex class that is being called by process builder. I'm very new to apex, ...
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1answer
225 views

Re-running Lead Assignment Rules

I'm trying to run lead assignment rules from an invocable method, but it doesn't seem to be actually updating the lead assignment according to the rules (or at all!) We have a process by which users ...
0
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1answer
750 views

Queues for Custom Objects

1) Queue for a Custom Object is already created and added with few internal users. Now, when the records of the custom object is assigned to the Queue, how the members of the queue pick up the ...
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4answers
379 views

How to change Lead owner before Process Builder sends Email

Background I am using Web-to-Lead, Lead assignment rules, Process Builder and Docomotion. All leads created via web-to-lead are assigned to Bob. Then the lead assignment rules share the leads in a ...
1
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1answer
43 views

What is “Field Based Page Assignment Criteria” in relation to a custom field?

I am attempting to delete a custom field from the Contact object and when I do, I get a message saying it cannot be deleted because it is referenced elsewhere on salesforce.com. The section listed is "...
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1answer
634 views

Create leads in Salesforce through REST API. How to assign assignmentruleHeader and emailHeader?

I am trying to add leads in salesforce through rest API.Code is in java. I have converted WSDL to jar files and added as reference in Eclipse which allow to access salesforce objects in java. PFB my ...
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2answers
73 views

Case assignment logic

Where can I possibly find logic which is changing the case owner to the present user to a queue? will it be in trigger or some assignment rules? I have checked with assignment rules it doesn't have ...
4
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2answers
472 views

Preventing Recursive Future Calls

I have a usecase where when an account is updated, an after update trigger is fired. This trigger will call a future method which will call a SOAP API to assign the relevant territory assignment rules....
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1answer
16 views

Create a Process to assign Leads to User according to Users Closed/Won Opportunities

wich one would be the best approach? was thinking to make a trigger but how can i check and count the won Opportunities for each Vendor user?
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1answer
855 views

Territory Management: run Territory Account Assignment Rules from Apex

We are using Territory Management in our org and the challenge is to trigger processing of standard account assignment rules from Apex code. Currently we are doing this manually (from Setup -> ...
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2answers
682 views

Sending Email to Queue Members On Lead Creation Without Using Assignment Rules

I have 2 Users that belong to the queue 'Sales' with the Send Email to Members checked. I have an online app that creates a new lead, and sets various lead fields, but the email is not sent to ...
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2answers
1k views

Case assignment and process builder which one get triggered first

Scenario I've custom field as picklist for differentiating case called Case Category. I've one process builder which assigns the value of Case category depending on Case Subject like if the case ...
2
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1answer
578 views

Case Assignment rule is not working in Custom Lightning Page

We are using custom case page in Lightning with Lightning Component. On insert on case, it is going to default case Queue. On update on case it is not going to other queue according to assignment ...
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1answer
327 views

How the record assign in queue?

Queues help your teams manage leads, cases, service contracts, and custom objects. Once records are placed in a queue manually or through an automatic case or lead assignment rule, records remain ...
1
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1answer
370 views

Make “assign using assignment rules” default to true on Case

When editing a case, Salesforce displays a checkbox on the bottom of the page that reads "Assign using active assignment rules" in the "optional" section, but it is unchecked by default. Can this be ...
1
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3answers
779 views

Lightning e.force.createRecord Issue

I have below code to create case record using e.force.createRecord. But it is not firing the assignment rule of a case. Can anyone look into this and what should i update in order to fire assignment ...
2
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2answers
358 views

Enforce Lead assignment Rule in web-service class

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 ...
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1answer
788 views

Can I trigger assignment rules when a case is updated from a lightning record page without using Apex or Process Builder?

For page layouts in Salesforce classic, I can use the checkbox 'Case Assignment Checkbox' option in the layout properties. But for lightning pages, I could not find any such option. Is it there, or ...
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2answers
843 views

Why does setting DMLOptions in the before event not work?

I need to trigger case assignment rules on update from a lightning page. I referred to this link to do that via trigger. After a little modification, I called the below method in before update event, ...
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1answer
31 views

Assign leads to Users in an Object [closed]

I want to update the lead owner as soon as the lead is created BUT the owners are inside a SEPARATE object called skills . So I want to match the Florida leads with users inside my SKILL object which ...
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2answers
703 views

Is it possible to assign cases to Queue based on subject line, which contains the word “Theft”

Is it possible to assign cases based on subject line contains the word theft. I have tried creating an assignment rule, which is not working. Please suggest me the possible ways in configuration, if ...
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1answer
19 views

Why integration user deletes the assignee and triggers the assignment rules?

i'm connected to external system that syncs data to case object. i have an issue when sometimes the sync deletes the assignee in the case and triggers the assignment rules. i didn't succeed to ...
1
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0answers
22 views

Cannot assign Support cases to certain users through the Salesforce app [closed]

The Salesforce app is very useful for assigning sales cases when not in front of a computer. However, not everyone doing support is listed here which means that you can only assign to certain ...
2
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3answers
99 views

Comparing @future vs non-future and beforeUpdate vs afterupdate when using DMLOptions to perform LeadAssignment in an Apex Trigger

When using Apex Database.DMLOptions for invoking standard Lead Assignment Rules, is it sane to use beforeUpdate instead of afterupdate? And is it sane to do this in non-future apex vs (as opposed to) ...
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2answers
806 views

Lead assignment rules to Lead owner

Please advise how to set Lead assignment rules where new leads that are manually being entered into the system by users form the Marketing department, remain as lead owner.At the moment all Leads ...
8
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2answers
367 views

Alter Lead Assignment Notification when lead created by the LMA (License Management App)

I feel defeated asking this but I am stumped..... Ok so I am trying to figure out how to route or in any way affect the Lead Assignment notification when the lead is created by the LAM (License ...
-1
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1answer
399 views

Turn off Case Assignment rules [duplicate]

I am trying to turn OFF case assignment rules on before case update. However, it seems they are still firing on any field update and assigning the owner to some default user. Trigger: trigger ...
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3answers
1k views

Unable to disable assignment rules

I have a condition where I need to disable standard Lead Assignment Rules if certain criteria are met. if(emailWithAccIdMap.containsKey(ledRec.Email) && emailWithAccIdMap.get(ledRec.Email) !=...
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0answers
27 views

Case Assignment not fired for Salesforce Outlook

When I create a case from Outlook using Salesforce for outlook into SFDC. The existing case assignment is not fired. The case assignment works as expected when a case is created in Salesforce, ...
0
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0answers
326 views

Lead Assignment Rules run TWICE

I seem to be experiencing a unique situation as searching for other examples come up with few, if any, results. I have a function that works as follows: There is a button on the Contact record called ...
1
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1answer
147 views

How can automatically assign all the prospects to a user in Pardot?

I want to import a list of prospects in a list in Pardot. import process is quiet easy. I just don't know how to assign all these users to a specific user during the import operation. does anybody ...
0
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0answers
117 views

Email notification in Assignment rules are not triggered in lightning page controller

I have a lightning page where we are creating a new case,for assignment rules we are using the AssignmentRuleHeader and EmailHeader to assign cases to a Queue and a shoot an email.However my case is ...
0
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1answer
136 views

Territory assignment rules based on global state/territory pick list

Looking for confirmation that territory assignment rules based on global state/territory picklist code value don't work against the ISO code and only the Name field of the picklist value. I am unable ...
1
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2answers
565 views

Run case assignment rules after approvals

I am building a complex case management platform for an airline client for whom all cases must be approved BEFORE they are assigned to queues. We note that because of sequencing within SFDC that the ...
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0answers
219 views

Create Lead with Assignment-Rule via Apex does not work

I have a trigger on a custom object, that (as part of the functionality) creates leads. I want the leads to be created and then assigned with the assignment rules in the current org, and I got that ...
1
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0answers
47 views

Do wildcards work in Assignment Rules?

Working on Lead Assignments but there are several counties that may be spelled differently, even if correctly. I am wondering if wildcards ('*') work? For example, if a Lead's Country field is "...