Auto Assignment assigns records to the appropriate user based on territory or proximity rules for a defined set of standard objects and custom objects.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Auto Assignment works with these standard objects, plus custom objects per your configuration:
- Account
- Asset
- Campaign
- Case
- Contact
- Lead
- Opportunity
- Work Order
To set up an assignment plan, see Set Up Auto Assignment.
- Set Up Auto Assignment in Salesforce Maps
Create an assignment plan with rules that route records to users based on geographic criteria.
