Use of Assignment Rules in Salesforce
Assignment rules in Salesforce are basically used to automatically assign Case or Lead to the owner (Queue or User). This assignment rule is used to automate owner assignments on Lead and Case-based on conditions on Case and Lead. Types of Assignment Rule There are two types of assignment rules . · Lead Assignment Rules · Case Assignment Rules Lead Assignment Rule:- In the Lead Assignment rule, it describes how leads are assigned to queues or users as they are created manually, imported via the Data Import Wizard, or captured from the web. Case Assignment Rule:- In Case Assignment rule, it specifies how cases are assigned to users or queues as they are created manually, using On-Demand Email-to-Case, Email-to-Case, Web-to-Case, the Customer Portal and Outlook. Create or Set-up assignment rules From Setup, enter Assignment Rules in the Quick Find Box, then select any one assignment rule either Lead Assignment Rule or Case...