Questions tagged [assignment-rules]

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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....
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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 ...
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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 ...
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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 ...
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2 answers
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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2 answers
382 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 ...
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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 ...
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1 answer
116 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 (...
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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(...
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1 answer
512 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. ...
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How to control Default case owner assignment if no conditions of assignment rules are fulfilled?

I have a scenario where the case owner is updated using the trigger based on some conditions and then the assignment rule is run. Based on the conditions in the assignment rule, the owner is ...
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137 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, ...
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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 ...
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  • 703
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2 answers
742 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/...
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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 ...
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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 { @...
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1 answer
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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 ...
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1 vote
1 answer
326 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 ...
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  • 1,838
1 vote
1 answer
1k 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 ...
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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 ...
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1 answer
520 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 ...
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4 votes
2 answers
730 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&...
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1 answer
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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 ...
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2 answers
613 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 - ...
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  • 347
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1 answer
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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 ...
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2 answers
525 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 ...
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  • 103
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1 answer
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Prevent assignment rule from running again when queue member works on it

I have implemented an assignment rule. It is important for this assignment rule to run when a case is created. For this, I have enabled the assignment rule checkbox from page layout properties. Now, ...
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2 answers
89 views

Simple Lead Assignment Causing Trigger to Fire 4 Times

I've seen my share of recursion issues, but this one is strange. I have fairly simple code triggering lead assignment rules to run when a field (New_Company_HQ_State__c) is changed on a lead. The ...
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  • 648
1 vote
1 answer
40 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 ...
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0 answers
560 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 ...
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1 vote
2 answers
947 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....
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1 answer
432 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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  • 9,091
2 votes
0 answers
277 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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0 votes
3 answers
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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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2 answers
181 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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1 vote
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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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1 vote
0 answers
177 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 ...
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1 vote
1 answer
522 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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2 votes
2 answers
126 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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1 vote
1 answer
1k 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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  • 1,838
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0 answers
352 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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1 vote
3 answers
2k 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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  • 135
2 votes
1 answer
1k 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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1 vote
1 answer
861 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 ...
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1 vote
1 answer
3k 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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2 votes
4 answers
1k 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 ...
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