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jvolkov
When are lead assignment rules triggered?
When are lead assignment rules triggered?
- When the lead is created and meets the criteria?
OR
- When the lead is created or edited and meets the criteria?
What is the order of execution with lead assignment rules and workflow rules? Which is updated first?
Is there official documentation for any of this?
Some scenarios are given below :
1. Creating a Lead Manually : Make sure you have checked the checkbox "Assign the active assignment rules" in optional section.
2. Web to Lead : Lead will be generated and at the same time assignment rule will be triggered.
3. Salesforce processes any rules in the following order:
Workflow field updates that run based on an approval process or time-dependent action do not trigger any rules.
Hope this helps.