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VDid.ax1020VDid.ax1020 

Lead Assignment Rule

Hi,

 

I created a lead assignment rule and queues.

 

My Crieteria states that if a custom checkbox field called Use Assignment Rule is checked then assign the lead to a particular queue.

 

This is not working.

 

Anyone know why? What am I doing wrong?

Best Answer chosen by Admin (Salesforce Developers) 
EIE50EIE50

Hi,

 

From SF help --

 

To update a lead, click Edit, and then change the fields you want to update. Optionally, select the Assign using active assignment rule checkbox below the lead detail to automatically reassign it using the active lead assignment rule.

 

Thanks.

All Answers

NasipuriNasipuri

Make sure

 

1. The Rule is active.

2.  The check Box  "Assign using active assignment rule' is checked in the Lead page.

 

Thanks and Regards,

Dinesh Nasipuri

Dinesh.Nasipuri@gmail.com

 
VDid.ax1020VDid.ax1020

Hi Dinesh,

 

For some reason I am missing the Assign using active assignment rule check box.

 

Where can I find this? I looked at the fields on the lead object and its not there??

 

Thank you for your help.

 

V
EIE50EIE50

Hi,

 

From SF help --

 

To update a lead, click Edit, and then change the fields you want to update. Optionally, select the Assign using active assignment rule checkbox below the lead detail to automatically reassign it using the active lead assignment rule.

 

Thanks.

This was selected as the best answer
VDid.ax1020VDid.ax1020

Thank you both for your replies, I kept looking at the main page, didnt pay attention to the Optional Section at the bottom of the Edit screen! :smileyhappy: