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SFDC developer999 how lead assignment rule works
Hi All,
I created a lead assignment rule to assign to new user with rule criteria : Lead industry = "Insurance".
This rule is active and there is only 1 active rule.
When I create a new lead or update an existing lead on the industry field to "Insurance", the owner field of this lead is not changed to the assigned user in the rule.
What did I miss to do? Or what is the concept of lead assignment rule using option assign to a new user or a queue?
Thank you for your help.
I created a lead assignment rule to assign to new user with rule criteria : Lead industry = "Insurance".
This rule is active and there is only 1 active rule.
When I create a new lead or update an existing lead on the industry field to "Insurance", the owner field of this lead is not changed to the assigned user in the rule.
What did I miss to do? Or what is the concept of lead assignment rule using option assign to a new user or a queue?
Thank you for your help.
When creating a Lead or modifying. There is a check box (Assign using active assignment rule) present at the bottom of the Page. Make sure to checkin the box, so that the Assignments rule is fired.
Please find the below snapshot.
Let me know if it helps you.
Best Regards,
Onesh.K
All Answers
When creating a Lead or modifying. There is a check box (Assign using active assignment rule) present at the bottom of the Page. Make sure to checkin the box, so that the Assignments rule is fired.
Please find the below snapshot.
Let me know if it helps you.
Best Regards,
Onesh.K
I missed that part. It is working now.
How do I mark this question as Solved?
Is there a bug in this community site?
I click my question to reply to you but it does not open up the conversation. I have to use my cell phone to reply.
Thanks again.
You will find the button MARK THIS BEST ANSWER. above my answer. Just a Click can mark it best answer.
Thanks,