Use lead assignment rules to add your sales prospecting bot’s leads to your prospect queue automatically.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
| User Permissions Needed | |
|---|---|
| To view assignment rules: | View Setup AND Configuration |
| To create or change assignment rules: | Customize Application |
Note The Prospecting Bot is in maintenance mode.
Existing bots continue to be supported. However, no new features or enhancements will be
added. Looking for information about Agentforce Prospecting instead? We recommend using that
agent when implementing AI for your prospecting needs. See Learn About Agentforce Prospecting to get
started.
-
For the Lead object’s Lead Source field, add
Sales Botas a custom picklist value. - From Setup, in the Quick Find box, enter Lead Assignment Rules, select Lead Assignment Rules, and then click New.
- For the Name field, enter Sales Prospecting Bot.
- To activate the assignment rule, select Active. Then click Save.
- Click your new assignment rule, then under Rule Entries, click New.
- For the Sort Order field, enter 1.
- For the rule criteria, select the Lead: Lead Source field and equals operator.
- From the value picklist, select Sales Bot.
- Assign the lead to your prospect queue and save your changes.