View and update your assignment rules to meet your business needs.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To view assignment rules: | View Setup and Configuration |
| To create or change assignment rules: | Customize Application |
To view assignment rules: from Setup, enter Assignment Rules in the Quick Find box, then select either Lead Assignment Rules or Case Assignment Rules.
To edit the name of a rule, click Rename next to the rule name.
To change the criterion for a rule, first select the rule name from the list, and then modify the rule.
- To add an entry, click New.
- To edit an entry, click Edit.
- To delete an entry, click Delete.
- To change the order of rule criteria, select Reorder and enter the order number.