Assignment rules allow you to automatically apply criteria to sort, queue, or act on
leads. For example, use assignment rules to automatically assign leads to the lead inbox queue for
Partner Central.
Required Editions
| Available in: Salesforce Classic and
Lightning Experience |
| Available in: Salesforce Professional, Enterprise, Performance,
Unlimited, and Developer Editions
|
For lead distribution, use assignment rules to define the criteria by which you want to
distribute your leads, such as partner tier, geography, or specialization.
-
From Setup, enter Leads in the Quick Find box, then select
Lead Assignment Rules.
-
Create a lead assignment rule, let’s call this All Channel Sales Leads.
-
Create rules to filter leads by record field values or user criteria and assign them to the
lead inbox queue.
You can also create rules to directly assign leads to partner users.
-
To send an email notification when a lead is assigned to the queue, select an email
template.
