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Assign Leads of Existing Accounts to Account Owner
Assignment Rule for New Leads for Existing Accounts. How?
Hello,
I would like to write either a lead assignment rule, workflow rule or Apex Trigger to accomplish this.
We would like our lead assignment, trigger and/or workflow rules to check if the lead's COMPANY already exists as an ACCOUNT, and therefore assign the new lead to the proper ACCOUNT OWNER.
Is there a formula that anyone can provide me to make this happen?
It would be great if the formula would look for CONTAINS "ACCOUNT NAME" rather than a direct match, for cases where a new lead submits their company name in a format slightly different than our existing ACCOUNT NAME.
Thank you greatly for your help.
Hello,
I would like to write either a lead assignment rule, workflow rule or Apex Trigger to accomplish this.
We would like our lead assignment, trigger and/or workflow rules to check if the lead's COMPANY already exists as an ACCOUNT, and therefore assign the new lead to the proper ACCOUNT OWNER.
Is there a formula that anyone can provide me to make this happen?
It would be great if the formula would look for CONTAINS "ACCOUNT NAME" rather than a direct match, for cases where a new lead submits their company name in a format slightly different than our existing ACCOUNT NAME.
Thank you greatly for your help.
Workflow or formula not work for you this case. You can achieve this using through trigger only.
You can call the assignment rule from the trigger itself
like this
trigger LeadAssignmentTrigger on Lead (after update) { AssignmentRule AR = new AssignmentRule(); private SforceService binding; Lead lead = new Lead(); AssignmentRuleHeader arh = new AssignmentRuleHeader(); QueryResult qr = binding.query("Select Id from AssignmentRule where Name = " + "'Mass Mail Campaign' and SobjectType = 'lead'"); if (qr.size == 0) { arh.useDefaultRule = true; } else { arh.assignmentRuleId = qr.records[0].Id; } binding.AssignmentRuleHeaderValue = arh; }Thanks for your suggestion and it looks like something that could work. I am getting an error message when I try to create this trigger:
line 11:43 no viable alternative at character "'"
Any suggestions?
Thanks again,
Julien
I am looking for the exact same trigger. Did you get a response regarding the error message?
Thanks
Mike
Sorrry for slow reply. Still working on this. Turns out this is a bigger issue than I realized. Am developing code (with help) but this issue seems to be a common problem without a viable solution - at least that's what my research is showing me.
When/if I do work it out, I will post it here - I promise!
Best,
Julien
Contact me pavanthetech@gmail.com
Hi,
Was there a solution for this?
Thanks!