Can I trigger assignment rules for records that are created manually?
No, assignment rules cannot be triggered when records are created manually. They can only be triggered when records:
- Are imported directly to the Leads, Contacts, Accounts, Deals, Cases, Tasks, or any custom modules
- Enter any of those modules through webforms
- Enter CRM from third-party applications through APIs
Here's a quick guide on how to set up assignment rules.
- Go to Setup > Automation > Assignment Rules.
- Click Create Assignment Rules.
- In the Create Assignment Rule pop-up, choose the module and provide a rule name and description.
- Click Next.
- Assign the record to either Category or User matching certain conditions.
- In Would you like to check user availability before assigning? check Yes or No.
- In Followup Task, select Add Task, if required.
- Click Save Rule Entry.
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Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules