Questions tagged [assignment-rules]
The assignment-rules tag has no usage guidance, but it has a tag wiki.
143
questions
0
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0answers
16 views
Invoke Lead Assignment Rule from Button
So we have decided to assign all leads that we obtain via Pardot forms to first be assigned to a queue, so our people can qualify these leads first. Once qualified we want to be able to assign these ...
1
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1answer
15 views
Is there any locking of cases or delay in CRUD operations after updating case assignment rules?
If I update case assignment rules are there any locking or differences such as query delays that I should consider?
The documentation does not specifically list update assignment rule considerations ...
0
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0answers
16 views
Case Assignment Rule Not firing
Another tedious question I fear!
My case assignment rule has the following rules:
High Priority Queue: (Case Origin = Facebook) OR (case origin = Twitter)
High Priority Queue: (Case Subject ...
0
votes
1answer
22 views
Case assignment rule does not fire from Community page using global action
We have a contact support form in customer community using a global action for Case Creation, I can not see the "run assignment rule" option in global action layout like we have at normal page layouts....
0
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1answer
38 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 ...
2
votes
0answers
34 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 ...
0
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2answers
191 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 ...
0
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0answers
15 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 ...
0
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2answers
37 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
22 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 ...
1
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0answers
27 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
vote
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 ...
2
votes
2answers
46 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 ...
1
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1answer
94 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 ...
0
votes
0answers
28 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 ...
0
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0answers
120 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 ...
1
vote
3answers
444 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 ...
1
vote
1answer
404 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, ...
1
vote
1answer
295 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
votes
1answer
897 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 ...
2
votes
4answers
427 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
vote
1answer
47 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 "...
0
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1answer
741 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 ...
0
votes
2answers
90 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
votes
2answers
534 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....
0
votes
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?
0
votes
1answer
969 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 -> ...
1
vote
2answers
724 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 ...
0
votes
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
votes
1answer
620 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 ...
1
vote
1answer
463 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
vote
1answer
396 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
vote
3answers
835 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
votes
2answers
387 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 ...
0
votes
1answer
841 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 ...
1
vote
2answers
949 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, ...
0
votes
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 ...
-2
votes
2answers
744 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 ...
0
votes
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
vote
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
votes
3answers
104 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) ...
0
votes
2answers
866 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
votes
2answers
396 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
votes
1answer
427 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 ...
0
votes
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) !=...
0
votes
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
votes
0answers
349 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
vote
1answer
159 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
votes
0answers
121 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
votes
1answer
150 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 ...
