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Questions tagged [assignment-rules]

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How do I trigger Case assignment rules on case edit operation? (Through UI)

I know basically case assignment rules trigger on insertion of case. but i have expectation of want to trigger the case assignment rules for the edit operation. can you please help me ?
DSK's user avatar
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1 answer
18 views

Case Assignment rule emails come from Org-wide default no-reply address - but only for some users

Recently, my business user reported that Experience Cloud-initiated Case Assignment rules were sending emails with a from address of the default no-reply Org Wide Email address - but not all users. ...
cropredy's user avatar
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-1 votes
1 answer
21 views

Confused about order of executions on Assignee field

I'm new to salesforce and currently a flow (before trigger) that updates the ownerId of a case. However, this seemed to be overridden by another case assignment rule. I read about sf order of ...
Ha Nguyen's user avatar
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0 answers
54 views

Sforce-Auto-Assign header not having any apparent effect on assignment

I can't get the Sforce-Auto-Assign header to kick in when I'm creating a new Case: resp = self.session.post(f'https://domain.my.salesforce.com/services/data/v60.0/sobjects/Case/', json=data, ...
user145214's user avatar
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0 answers
46 views

Industry Classification Mapping Flow

I'm seeking advice on optimizing our industry classification process. We use a set of 150+ industry classifications (Seasonality Industry) specific to a data source for industry seasonality analysis. ...
Oliver Salman's user avatar
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1 answer
70 views

What are some advantages/disadvantages on moving Case Assignment Rule logic to a Flow?

We have tremendous amount of logic in our Case flows and a ton of Case Assignment rules which work almost every time in tandem. But whenever a new requirement comes in (a very basic one), we spend a ...
apz's user avatar
  • 427
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0 answers
92 views

User deleted a set of lead assignment rules, and we cannot figure out how

We have a few business users in our org who essentially have admin credentials. We have tried removing these permissions but ultimately our sales leadership said its not an option to remove their ...
Ryan Werner's user avatar
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1 answer
89 views

how can I "simulate" the lead assignment rules to understand which user an existing lead would be assigned too if I ran it back through the LARs?

We are building a screenflow that we want to display the user a lead would go to should the proceed to the next screen. Figured this would be a apex action, but I can't seem to find anything about a ...
excelDvelop's user avatar
-1 votes
2 answers
315 views

email issue with case assignment rules in playground

I've created a case assignment rule using queues. When it fires, the case gets assigned to the proper queue and an email is sent out to the appropriate queue members, but the email is not the email ...
zargosh's user avatar
0 votes
1 answer
170 views

Assignment Rule won't run as Lead Campaign Status check is failing

Lead, CampaignMember(Passing leadid) are created from flow#1 In Flow#2(record triggered, after save on campaignmember) apex class is run which uses dmloptions to update Lead. Database.DMLOptions dmo = ...
user61140's user avatar
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1 answer
258 views

Lead Assignment issue

The issue was Leads from outbound sources do not need to follow lead assignment rule, they need to be assigned to the User who created it only, how can we do this. I have tried by adding the extra ...
Tejeswini T's user avatar
1 vote
1 answer
383 views

Lead Assignment Email Notification not getting triggered when the Assignment Rule is fired from APEX

For Lead records coming from Marketing Cloud to SF I am triggering the default Lead Assignment Rules using APEX (method invoked from after Insert trigger on Lead). /** * Trigger Lead Assignment rules ...
Sagnik's user avatar
  • 615
1 vote
2 answers
1k views

Case Assignment Rules cause permissions error for User, but Case is still created

Our Salesforce system has a private OWD for the Case object, with access opened up via Owner-Based Sharing Rules, Case Teams & the Role Hierarchy. We recently implemented assignment rules to start ...
JustinF's user avatar
  • 485
1 vote
0 answers
720 views

Can a User create a Case even if the assignment rules will cause them to lose access to it?

We have a bunch of case assignment rules in our system. Most Cases are created via an integration with an external web form, but some Cases are manually entered by Users in Salesforce (these are the ...
JustinF's user avatar
  • 485
-1 votes
1 answer
309 views

Users in a Queue will get Leads alternately assigned

I have added two users in Queue and added that to Lead Assignment rules. Based on the criteria the Leads were assigning to that Queue. But my higher authorities were asking that Leads should assign ...
Tejeswini T's user avatar
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1 answer
507 views

Is there a way to update Case Assignment Rules in bulk?

I'm working with an organisation that has 200+ Case Assignment rules and we have to update all of them to add a new criteria. It's going to be a bit of a pain-staking task to update each one ...
JustinF's user avatar
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0 votes
1 answer
3k views

Lead Assignment email alert notification no longer working

Web-to-lead lead assignment notification email alerts have suddenly stopped sending to outlook inbox. I should receive all workflow email alerts as the person cc'd with the lead owner as the main ...
AwesomeAdmin8's user avatar
0 votes
1 answer
932 views

Lead assignment rules not working on Web-to-Lead form

I'm trying to test a simple lead assignment rule in order to start routing leads to different regional sales teams. I created a Web-to-Lead form and used the following default assignment rule criteria ...
brokentechmeow's user avatar
1 vote
0 answers
481 views

Email notifications lead creation via REST API and run through assignment rules

When creating leads via the REST API, the email notifications that are configured in the lead assigment rules don't get triggered, the lead assigment rules DO run. According to this help page, when ...
userRR's user avatar
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1 vote
0 answers
53 views

Sharing set read only access to Case for Community users couldn't create a case after assignment rule triggered in apex

Case - OWD is private. Community user has read, create, edit object level permission. Sharing set - Read access to Case I have a trigger helper class with sharing rule enforced. void updateCaseDML(...
Kajaluxshan Shanmugaratnam's user avatar
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1 answer
582 views

Transfer Contact along with Account when Ownership changes

Background: when an Account is transferred manually, Salesforce takes care of also transferring all contacts to the new owner. However, when this happens using a mass upload, we can’t accomplish this ...
Zico's user avatar
  • 3
2 votes
1 answer
2k views

How do I run the default Lead assignment rules on a Lead trigger

Here's my code stripped of the usual professional infrastructure for illustration: trigger LeadTrigger on Lead (after insert, after update, before insert, before update) { if ( ! Util....
Henrietta Martingale's user avatar
0 votes
1 answer
52 views

why my patch call on lead retriggeres Assignment rules

I thought assignment rules will be triggered only once on record creation . But in case of Lead I have a marketo integration which makes a PATCH call to update existing record which is already ...
user75937's user avatar
  • 299
0 votes
1 answer
475 views

Secondary Routing Priority favors Web-to-Case over Email-to-Case?

We have "secondary routing priority" activated. We set a priority status on a case record to either "low" or "high". When we have the same priority on a web and email ...
Tokow's user avatar
  • 31
0 votes
1 answer
1k views

Assignment rule not firing from Global action "New case"

I have a case assignment rule which works well when creating new cases from the cases list view. But I have a Global action, "new case" when I try creating case from here, assignment rule is ...
user2233326's user avatar
0 votes
2 answers
771 views

One Email-to-case should assign to 2 queues [closed]

We have setup one email-to-case and the cases are assigning to one queue....but we have a new requirement came up. If the same email-to-case subject has 'Electronic' then it should be assigned to ...
Jaya's user avatar
  • 1
0 votes
1 answer
3k views

Does "Changed Owner (Assignment)" denote assignment rules?

I'm trying to track down why a lead is randomly being reassigned and I want to confirm that when the lead history shows an ownership change with "Changed Owner (Assignment)" that indicates ...
Matt's user avatar
  • 1,017
1 vote
1 answer
2k views

How to Prevent Case Assignment trigger on case updation?

On updation of case owner based on some condition is changing owner back to default user in support settings, how to prevent this? tried following code on before insert: Database.DMLOptions ...
Sakshi Sehdev's user avatar
0 votes
1 answer
553 views

Insufficient access rights on cross-reference id error on creating a case record [duplicate]

The scenario is, I am Creating a Case record type and then getting this error. When I am doing this I am logged in as a user from the profile which has access to Create, Read and Edit this specific ...
RWH's user avatar
  • 1
1 vote
1 answer
1k views

Case Assignment Rule not working from Trigger

Has anyone faced the below issue with Assignment rules? We run the case assignment rules from the trigger when certain conditions are met. It works perfectly fine. But in the below scenario it doesn't ...
abhi saxena's user avatar
0 votes
2 answers
984 views

Case assignment rules vs apex based assignment

I am trying to understand an internal application in service cloud (I am new to salesforce itself) where cases are incoming from web-to-case, email-to-case and from chat as well. For assigning case to ...
Shreya Pandita's user avatar
0 votes
0 answers
616 views

Why is my assignment rules not being adhered to in new profile?

I am using the Salesforce REST API to create Leads in my system, I have one active Lead assignment rule. The user I have authenticated with has minimal acccess to Salesforce, allowing REST and access ...
Deployment Failure's user avatar
2 votes
1 answer
484 views

Metadata for Lead Settings -> Record Type Setting

Is there any way to store the following option in metadata: Setup -> Lead Settings -> The behavior used when applying assignment rules to manually created records. -> Record Type Setting (...
mmm321321's user avatar
  • 659
1 vote
1 answer
890 views

Bypass Case Assignment Rule set with DMOptions

I have an apex class assigning a rule to all cases global class AP04_CaseCallAssignmentRule { /* this method is invoked from process builder for reassigning case */ @InvocableMethod(...
Hermann Ouré's user avatar
1 vote
1 answer
1k views

Stop re-firing of Assignment Rule, skip Default Case Owner and assign Case Owner from Code

I'm trying to update case owner in after insert trigger but assignment rule is running as per order execution, if criteria doesn't match ,default owner from support settings is being set as an owner. ...
PayA's user avatar
  • 13
0 votes
1 answer
455 views

Case Assignment Rules running Multiple Times - Negative Impact

I have a bit of an odd question. Is there a negative impact running assignment rules on a Case object on every insert/update? We have a use case where we need to run when the user uses inline edit, ...
Andrew L.'s user avatar
  • 837
0 votes
1 answer
1k views

Declarative way to determine what group a user belongs to

Without using apex is there a way to find out what group(s) a user belongs to. Looking to build a declarative case assignment rule based on certain groups a user belongs to. Maybe using a formula ...
rickmac's user avatar
  • 775
2 votes
2 answers
1k views

How to create uneven Round Robin assignment rules

I have seen and read articles on how to create a RR assignment in SF https://help.salesforce.com/articleView?id=essentials_round_robin_lead_assignment.htm&type=5 https://shellblack.com/...
Saariko's user avatar
  • 5,610
0 votes
2 answers
1k views

Can we Invoke case assignment rules using process builder

We have a case assignment rule that will get fired when a case is inserted normally from the UI. We also have a global action that will create a case, in this scenario I am aware the case assignment ...
vara's user avatar
  • 75
1 vote
2 answers
2k views

Flow doesn't invoke assignment rules via apex

I seem to have found some strange behavior in the Flow tool. I've created a flow that does some record queries/updates, and then invokes the below class: public class LeadAssignInvocable { @...
JimG's user avatar
  • 743
2 votes
1 answer
600 views

User can not remove from queue after changing the role

We have a Case Assignment rules which is assign to a particular queue and in this queue, there is role 'ABC' added in it. When I change the User's current role from ABC to XYZ, it can not remove user ...
SFBeginner's user avatar
1 vote
1 answer
617 views

Order of Execution - Publish After Commit Platform Event when Invoked by Trigger

Use Case I need to evaluate records after their assignment rules have been updated, workflows do not meet this requirement because I need complex apex logic after the record has met the condition. I ...
S.B.'s user avatar
  • 2,081
1 vote
1 answer
3k views

Lead Assignment rules don't send email when assigned to Queue

Given Lead Assignment Rules configured and active Queue is configured to Send Email to Members Email deliverability is on and members have valid emails When Assignment rules execute Assignment is ...
cropredy's user avatar
  • 71.7k
1 vote
1 answer
4k views

Salesforce - Case Assignment Rule Email is not Working

I am facing an issue with Case Assingment Rule Email feature.  I have a visual force page from where I can create a case, case assignment is working as expected but email is not sending to the target ...
Kamran Jabbar's user avatar
0 votes
1 answer
3k views

Case Assignment Rule Email Not Working

My salesforce env is developer sandbox and I am working on case assignment rule, if that required criteria match then I am assigning case to a particular queue. That is working fine if I see the ...
Kamran Jabbar's user avatar
4 votes
2 answers
2k views

DmlOptions.AssignmentRuleHeader not working

what I need to do is trigger assignment rule for Cases created from Action on Opportunity Layout. Since it is custom action there is no "Assign with active case assignment rule button available&...
Marcin Trofiniak's user avatar
0 votes
1 answer
341 views

How to test a batch that executes based on CaseHistory records? [duplicate]

I have written a batch class that updates a field on Case object with the owner name which is assigned by Case assignment rule. When I try to test this batch class, a part of the code which runs after ...
Santhiya's user avatar
0 votes
2 answers
2k views

How can I create assignment rule on Account, Contact and opportunities objects?

I want to create assignment rule on standard objects (Account/contact/opportunity) I couldn't find, is it not possible to create assignment rule on Account/contact/opportunity objects ? My Scenario - ...
Sfdcprgmr's user avatar
  • 437
0 votes
1 answer
839 views

Skip case assignment rule- Email to Case

I have cases created through email to case and assigned using active assignment rule. In some criteria , I need to assign the case to the specific owner and want to skip the assignment rule in those ...
Manish Anand's user avatar
0 votes
2 answers
996 views

Assign Leads to users with custom logic

I need to assign leads to users with a custom logic. So I would like to change the OwnerId to a new one selected during apex trigger call. I saw that it was not possible to change fields on Lead with ...
Edmond's user avatar
  • 103