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Shiva Venu
Run Lead Assignment Rule on Lead Status Change
We have lead with New and New Response status. Lead assignment rule only triggers when a new lead is created. We need to rerun the Lead assignment rule when the Lead status changes to New Response from any other lead status.
How can we built this the solution for this?
How can we built this the solution for this?
we have an option while editing a lead which says "Assign using active assignment rule" . If we check this checkbox then the assignment rules will be fired again. if this option is not available please follow the below steps.
Go to setup-> Lead-> Page Layout and open a layout and click on Layout properties and check the checkbox as shown below
If you want to automate this we can use DmlOptions.AssignmentRuleHeader and run the assigment rule which satisfies particular condition.
Reference article for Triggering the assignment rule automatically (https://sponge.io/salesforce-lead-assignment-rules-process-builder-apex/)
If this solution helps, Please mark it as best answer.
Thanks.