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GraceW
Active lead assignment rule not firing!
Hi,
I have a lead assignment rule set up and marked as active. But when I push a lead in my system to SF, the active assignment rule is not firing, which means the lead isn't assigned to whom it is supposed to assigned to.
Of course, I didn't specify the assignment rule in my application when I pushed the lead across to SF. I thought the default active assignment rule should fire up, right.
Do I miss something? Is there any further steps I need to follow in order to make an active assignment rule apply?
Thanks for your input!
I have a lead assignment rule set up and marked as active. But when I push a lead in my system to SF, the active assignment rule is not firing, which means the lead isn't assigned to whom it is supposed to assigned to.
Of course, I didn't specify the assignment rule in my application when I pushed the lead across to SF. I thought the default active assignment rule should fire up, right.
Do I miss something? Is there any further steps I need to follow in order to make an active assignment rule apply?
Thanks for your input!
So am I right here:
The lead owner is going to be whoever the logged-in lead creator is
if a salesperson logs onto SF, when he/she creates a new lead, the lead's owner is the salesperson.
if the admin logs onto SF, when he/she creates a new lead, the lead's owner is the admin.
if my application wants to put a lead across to SF, I need to put an assignmentRuleHeader request and set the assignmentRule I want unless I want the lead owner to be whom the application is logged in as.
Thanks again!