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Victor19Victor19 

Assignment rules for Custom Objects

  Hi All,

I do know salesforce currently let's us create Assignment for Cases and Leads objects. I would like to assign my Custom Records in custom objects to queues or users based on some Assignment Rule.Is there a work around way to achieve this?

Thanks,

Best Answer chosen by Admin (Salesforce Developers) 
Ashish_SFDCAshish_SFDC

Hi Victor, 

 

The links below might help, 

Idea, Please Vote if it meets your needs: https://success.salesforce.com/ideaView?id=08730000000BqfsAAC

Answer: https://success.salesforce.com/answers?id=90630000000gxj0AAA

Boad Post: http://boards.developerforce.com/t5/General-Development/Can-we-have-Assignment-Rule-for-Custom-Object/td-p/44315

Appexchange App (Round Robin) : https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000178fsEAA

 

Regards,

Ashish

If  your question is Answered, please mark this post as Solved. 

All Answers

Rahul_sgRahul_sg
Work around will be to create apex trigger on the custom object and handle the assignment in apex. You may also use work flow rule and a field update provide your assignment rule is simple
Ashish_SFDCAshish_SFDC

Hi Victor, 

 

The links below might help, 

Idea, Please Vote if it meets your needs: https://success.salesforce.com/ideaView?id=08730000000BqfsAAC

Answer: https://success.salesforce.com/answers?id=90630000000gxj0AAA

Boad Post: http://boards.developerforce.com/t5/General-Development/Can-we-have-Assignment-Rule-for-Custom-Object/td-p/44315

Appexchange App (Round Robin) : https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000178fsEAA

 

Regards,

Ashish

If  your question is Answered, please mark this post as Solved. 

This was selected as the best answer
Victor19Victor19
Thanks for the suggestions Ashish!
harryr3636harryr3636
Hi,

We've developed a package that mimics standard lead/case assignment rules, but can be run on any object to assign any field, including Owner. This would work as an assignment rule set for Custom Objects as well. It's called BREeze (Business Rules Engine). For more information, check out: http://gearscrm.com/apps/breeze. I think this will do exactly what you're looking for.

Harry
Vimarsh KarbhariVimarsh Karbhari

You can achieve that using a workflow rule.
1. Create a workflow rule and select everytime the object is created
2. Add a field update to "Owner" of the object and assign it to the queue you created.

 
harryr3636harryr3636
Hi Vimarsh, There is nothing out of the box that does it, but we’ve built an app that does. Easiest way to think of it is an assignment rules engine for any object (but you can assign fields even beside Owner if you wish). There’s more information about it here: http://gearscrm.com/apps/breeze. Let me know if you’d like to schedule up a time to see how it works and we’d be happy to show it to you. Harry
Chris Phillips, PMPChris Phillips, PMP
Vimarsh is correct. A workflow rule/field update works for assignment into queues.
Nicolas Vandenberghe 5Nicolas Vandenberghe 5
This is an older post but this answer may still help someone in need. We found that our customers have a good way to automate their processes for round robins - around meetings they book with their prospects intead. We developed an automated way for them to handle this that you may find useful as well. 
The process is pretty simple: a team of SDRs/business developers sets up meetings with clients at times that are convenient for the prospect. The calendar queue then checks for availability and assigns the meeting to the account executive based a couple of rules. You can see more details here http://www.chilipiper.com/calendar-queue-round-robin-assignment-of-meetings-to-a-pool-of-resources/