Creating lead assignment rules
Lead assignment rules are a great tool for assigning lead records automatically. Knowing the capabilities of lead assignment rules will lead to fewer clicks for your users and quicker business process execution when working with leads. Lead assignment rules are created in the Setup section of Salesforce. Let’s learn how to create a lead assignment rule.
Business use case
You are the Salesforce admin for XYZ Widgets. The sales manager has a use case where any new lead created in Salesforce needs to be assigned to a specific user based on the State/Province field of the lead. Leads with a state/province of New York will be assigned to one user, while leads with a state/province of New Jersey will be assigned to another. Let’s learn how to build this.
Lead assignment rules in action
To create a lead assignment rule, we need to perform a few steps:
- Navigate to the Setup page | the Home tab | Feature Settings | Lead...
