function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Prabitha SPrabitha S 

please explain about Assignment process & validations.

PratikPratik (Salesforce Developers) 
Hi Prabitha,

Assignment Rule:  In terms of assigning Leads and cases, you can set the assignement rules so based on the criterias you can assign them to either a user or queue. This will help to auto routing of leads & cases as their volume is large and don;t need manual intervention.

https://help.salesforce.com/HTViewHelpDoc?id=customize_leadrules.htm&language=en_US

Validation Rule: Validation rule will check the record's data is accurate (as per conditions defined in the rule) before it is saved to the database. This will help to keep data accurate, clean & consistent.

https://help.salesforce.com/HTViewHelpDoc?id=fields_about_field_validation.htm

Thanks,
Pratik

P.S. If this answers you question, please mark it as "Best Answer" so it will help other community members too.
Ajay K DubediAjay K Dubedi
Hi Prabitha,
Assignment rules are used to automate your organization’s lead generation and support processes.
1. Lead Assignment Rules – Specify how leads are assigned to users or queues as they are created manually, captured from the web, or imported via the lead import wizards.
2. Case Assignment Rules – Determine how cases are assigned to users or put into queues as they are created manually, using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal, Outlook, or Lotus Notes.
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks,
Ajay Dubedi
U VenuU Venu

Hi
Prabitha,

Create assignment rules to automate your organization’s lead generation and support processes.

Lead Assignment Rules — Specify how leads are assigned to users or queues as they are created manually, captured from the web, or imported via the Data Import Wizard.

Case Assignment Rules — Determine how cases are assigned to users or put into queues as they are created manually, using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal, Outlook, or Lotus Notes.