---
schema_version: "1"
id: 8585db3512e3e877ebc91cc7feb99f9d0342cf352a3bd48b0f04f4ace5eeb79d
title: Automate Case Processing with Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/automation_rules_queues_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.automation_rules_queues_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c4151015fe48535b2aa191cda6fd210dfb1c2a8dfef2e52ce3d42897499baa5d
description: Automation keeps things running smoothly. Set up rules to help you prioritize, distribute, assign, respond to, and escalate records.
products:
  - Service Cloud
release: "264"
---
# Automate Case Processing with Rules

Automation keeps things running smoothly. Set up rules to help you prioritize, distribute, assign, respond to, and escalate records.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

- **[Set Up Assignment Rules](https://help.salesforce.com/s/articleView?id=service.creating_assignment_rules.htm&release=264.0.0&type=5)**  
    Define conditions that determine how leads or cases are processed. The rules assign leads and cases to the specified user or queue.
- **[Set Up Auto-Response Rules](https://help.salesforce.com/s/articleView?id=service.creating_auto-response_rules.htm&release=264.0.0&type=5)**  
    Auto-response rules let you automatically send email responses to lead or case submissions based on the record’s attributes. For example, you can send an automatic reply to customers to let them know someone at your company received their inquiry.
- **[Set Up Escalation Rules](https://help.salesforce.com/s/articleView?id=service.rules_escalation_create.htm&release=264.0.0&type=5)**  
    Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry. You can create rule entries, which define criteria for escalating a case, and escalation actions, which define what happens when a case escalates.
- **[When Do Rules Execute?](https://help.salesforce.com/s/articleView?id=service.rules_processing_order.htm&release=264.0.0&type=5)**  
    Salesforce processes rules in a certain order.
- **[Limits for Assignment, Auto-Response, and Escalation Rules](https://help.salesforce.com/s/articleView?id=service.rules_limits.htm&release=264.0.0&type=5)**  
    Salesforce limits the number of rules, as well as the number of entries and actions per rule. These limits apply to assignment rules, auto-response rules, and escalation rules.
- **[Route Work with Einstein Case Routing](https://help.salesforce.com/s/articleView?id=service.omnichannel_einstein_case_routing.htm&release=264.0.0&type=5)**  
    Save service reps' time with Einstein. When Einstein Case Classification updates a field on a case, Einstein Case Routing runs your assignment rules to route the case to a service rep.