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TAPSFDCYYC Triggering "Assign using active assignment rule" in the Lead Object
Our outbound small business B2B call center team uses a flow to pass on complex leads to our enterprise Account Executives for 7 different regions. We use a flow to capture critical details about the customer requirements. The flow updates the lead record (Status, Comments, Contact Details, Required Products etc..) and attaches it to a Lead Referral Campaign then ends with a message "Please click Finish then check the box 'Assign using active assignment rule' on the next screen and press save to transfer your lead to an appropreiate AE". The Lead assignment rules performs the routing to our 7 different regions.
If anyone knows how to automate the triggering of the Active Assignment Rule in the lead (and Case) records within the flow please let me know.
Cheers
TP.