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jenny jadejenny jade 

assigning Leads to a queue based on Campaign

Hi There,

I have to assign leads to a queue based on the Campaign 
for example campaign name = 2016 then it should be assinging to the queue on lead

Please help
Best Answer chosen by jenny jade
William Christ NYWilliam Christ NY
Jenny,

First make sure that the Campaign field is on your Lead page layout (Setup > Build > Customize > Leads > Page Layouts > Edit link next to the page layout).  Once you have confirmed that, review the following:

https://help.salesforce.com/apex/HTViewSolution?id=000005401&language=en_US

The Campaign field will be editable on the Lead page layout when you create a new Lead.  It is not visible when you edit an existing Lead.  If you can set the Campaign when you are first creating the Lead, then your assignment rule may be able to utilize it.  For Leads that have already been created, Salesforce has you add them to a Campaign using the "Campaign History" related list.

Would the Campaign be known at the time the Lead is created?

William

All Answers

William Christ NYWilliam Christ NY
The Lead record includes a lookup field to Campaign.  Assuming this field is getting populated, you can use it in the criteria for the Lead Assignment Rule.  In your Lead Assignment Rules, create a Rule Entry and in the "Step 2" section, set the Field Value to "Campaign: Campaign Name", the Operator to "equals" and the Value field to "2016".  Then in the "Step 3" section, choose the queue that should be assigned to the Lead.
jenny jadejenny jade
Hi Wiiliam,

No ,I dont think that is a fix because ,on the lead edit page it no where gives us an option to select campain name.
For this reason the leads will not be getting routed to the queue .(though campain name or campaign member status is filled in the lead assignmnet rules).

Any other work around please!!
William Christ NYWilliam Christ NY
Jenny,

First make sure that the Campaign field is on your Lead page layout (Setup > Build > Customize > Leads > Page Layouts > Edit link next to the page layout).  Once you have confirmed that, review the following:

https://help.salesforce.com/apex/HTViewSolution?id=000005401&language=en_US

The Campaign field will be editable on the Lead page layout when you create a new Lead.  It is not visible when you edit an existing Lead.  If you can set the Campaign when you are first creating the Lead, then your assignment rule may be able to utilize it.  For Leads that have already been created, Salesforce has you add them to a Campaign using the "Campaign History" related list.

Would the Campaign be known at the time the Lead is created?

William
This was selected as the best answer
jenny jadejenny jade
Thanks William

I did not know that there is a campaign field on Lead.
Yes , coz the campain is already created and now they should all be passing as Lead satisfying the condition campaign name =2016 and Lead Source =Event.