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jvolkovjvolkov 

When are lead assignment rules triggered?

When are lead assignment rules triggered?

 

 

  • When the lead is created and meets the criteria?

OR

  • When the lead is created or edited and meets the criteria?

 

 

What is the order of execution with lead assignment rules and workflow rules?  Which is updated first?

 

Is there official documentation for any of this?

Pradeep_NavatarPradeep_Navatar

Some scenarios are given below :

 

1. Creating a Lead Manually : Make sure you have checked the checkbox "Assign the active assignment rules" in optional section.

 

2. Web to Lead : Lead will be generated and at the same time assignment rule will be triggered.            

 

3. Salesforce processes any rules in the following order:

    • Validation rules
    • Assignment rules
    • Auto-response rules
    • Workflow rules (with immediate actions)
    • Escalation rules

      Workflow field updates that run based on an approval process or time-dependent action do not trigger any rules.

       

      Hope this helps.

      Christopher LanceChristopher Lance
      Old thread, but it came up near the top when Googling "Salesforce Order of Execution".  In addition to workflows and assignment rules, for anyone looking for a more detailed answer that includes the order for before/after triggers etc.  - https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm