Questions tagged [assignment-rules]
The assignment-rules tag has no usage guidance, but it has a tag wiki.
185
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24
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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 ...
- 487
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1
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21
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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 ...
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-1
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2
answers
48
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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 ...
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141
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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 = ...
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1
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74
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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 ...
1
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1
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141
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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
...
- 575
1
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2
answers
618
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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 ...
- 391
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329
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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 ...
- 391
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166
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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 ...
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1
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234
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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 ...
- 391
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49
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Assigning Service Territories to Assets based on coordinates
I want to assign service territories to Assets, based on a Geolocation field whihc containts two coordinates.
With my below attempt I keep getting the error: Error: Compile Error: Unexpected token ','....
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1k
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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 ...
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1
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545
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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 ...
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356
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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 ...
- 116
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44
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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(...
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1
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404
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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
...
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2
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1
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1k
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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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1
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37
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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 ...
- 299
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388
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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 ...
- 31
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1
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639
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 ...
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2
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575
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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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1
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2k
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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 ...
- 1,017
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1
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2k
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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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1
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300
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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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1
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1k
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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 ...
- 45
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2
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858
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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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448
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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 ...
- 4,894
2
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1
answer
365
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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
(...
- 627
1
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1
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674
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(...
- 69
1
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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.
...
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343
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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, ...
- 837
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956
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 ...
- 703
2
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2
answers
1k
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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/...
- 5,541
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1k
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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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2
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2k
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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 {
@...
- 661
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1
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504
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 ...
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1
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1
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528
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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 ...
- 2,039
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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 ...
- 69.1k
1
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1
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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 ...
- 201
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1
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2k
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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 ...
- 201
4
votes
2
answers
1k
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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&...
- 307
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1
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256
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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 ...
- 3
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2
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1k
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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 - ...
- 405
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720
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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 ...
- 801
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2
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826
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 ...
- 103
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2
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368
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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, ...
- 45
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2
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135
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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 ...
- 918
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60
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 ...
- 2,039
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815
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 ...
- 365
2
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2
answers
2k
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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....
- 301