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are we having only case and lead for assignment rule ?
I'm confused in assignment rule & queue , if we want to automate tranfer of owners of other than lead and case object, what should be done .
Please someone clarify my doubt
Tthank You
Please someone clarify my doubt
Tthank You
We have assignment rules only for case and lead object. Incase you wish to automate the process for other objects, consider implementing trigger/process builder on that object and based on criteria owner can be assigned to user or customer portal user or partner user only. We can't set a queue for objects other than case and lead.
Hope this answers your question and if so please can you mark as best answer.
All Answers
We have assignment rules only for case and lead object. Incase you wish to automate the process for other objects, consider implementing trigger/process builder on that object and based on criteria owner can be assigned to user or customer portal user or partner user only. We can't set a queue for objects other than case and lead.
Hope this answers your question and if so please can you mark as best answer.
Yes We have two assignment rules (Lead & Case Assignment).
Lead assignment rules can assign leads regardless of whether leads are created manually, are generated from Web-to-Lead forms, or are imported using the Data Import Wizard.
Case assignment rules can assign cases regardless of how cases are created. Cases can be created manually or automatically using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal, Outlook, or Lotus Notes.
1. And to change the owner of the record, you can write code as well :-
Here is sample code that should give you idea.
2. Process builder to change the owner of the record. You can take idea from below link :-
https://help.salesforce.com/articleView?id=000337519&type=1&mode=1
https://trailblazers.salesforce.com/answers?id=9063A000000iXx7QAE
3. You can also implement Trigger. Here is the sample code :-
Please mark it as Best Answer so that it can help others in the future.
Regards,
Priya Ranjan