Salesforce Maps Put your assignment plan into action when you add as many as 5,000 rules across your assignment plans in Salesforce Maps. For example, to assign a rep to the Southwest territory, create a rule that assigns the Southwest territory shape layer to the rep.
Maps Auto Assignment FAQ
Yes, Maps allows the use of custom polygons with assignment rules with the following limitations: Each custom polygon can have a maximum of 100 vertices/points. Each assignment plan can only contain a maximum of 100 rules that include custom polygons. If any of these limitations are met, the single plan run will fail.
Assign Records to Owners Using an Assignment Plan
The AssignRecords() Apex method assigns records to users automatically using rules specified in an assignment plan. For example, suppose that you use a web-to-lead generation form to generate inbound leads in Salesforce. You use the AssignRecords() method to assign those leads to sales reps as soon as the lead records are created, reducing the time for sales reps to contact leads.
A Deep Dive Into Salesforce Maps Territory Planning
Setup and Configuration. To make use of territory planning functionality, the Salesforce Maps Territory Planning managed package has to be installed first. Similar to other managed packages, it can be installed in a sandbox prior to the production installation. A link to the package will be sent to you once the product is purchased.
PDF Salesforce Maps Apex Developer Guide
Salesforce Maps Apex Methods Assign Records to Owners Using an Assignment Plan. Invocable Example public class InvocableTest {@future(callout=true) ... // ID of rule used for assignment. user="0031700001LTxzwAAD" // ID of user assigned to the matched rule.}, {id="0011700001LTxzwAAG", rule="0021700001LTxzwAAD",
Optimizing Salesforce Maps Permissions
Locate the Permission Set License Assignment section and edit the assignment. Select one or more rows and save. For example, for Salesforce Maps, users will need the Salesforce Maps Permission Set License assigned. Next scroll to Permission Set Assignments and select Edit Assignment.
Create Case Queues and Assignment Rules
Click New and enter the rule details. Rule Name: Standard Case Assignment; Select the Active checkbox to make this the active case assignment rule. Click Save. Add a rule entry that assigns Product Support cases to the Product Support Tier 1 queue. Click the Standard Case Assignment link. Under the Rule Entries, click New and enter the details.
Assignment Rule Header
The Assignment Rule header is a request header applied when creating or updating Accounts, Cases, or Leads. If enabled, the active assignment rules are used. If disabled, the active assignment rules are not applied. If a valid AssignmentRule ID is provided, the AssignmentRule is applied. If the header is not provided with a request, REST API defaults to using the active assignment rules.
Troubleshoot issues with Auto-assignment in Maps
Shape layers used for auto assignment rules should be reviewed in Maps. Note: If the user assigned in the Rule gets deactivated, Admin should review the Assignment Plans and deactivate assignment rules or modify the user. Note: You can also report on the records where auto-assignment couldn't assign records because of invalid Latitude or ...
Salesforce Assignment Rules
Assignment rules are a standard feature in Salesforce used to automate the assignment of leads and cases. They can be a great alternative to manually assigning records. However, there are more than a few limitations you'll want to be aware of. In this article we'll discuss the benefits and limitations of Salesforce assignment rules so you ...
Creating Assignment rules via APEX Code
1) Assignment rules are used to update ownerid field. We can always have this solution with clicks instead of code. 2) Now coming to your requirement we can easily create this in apex class, trigger. Taking an example of case assignment below:
Update the Maps Auto-Assignment fields to reassign ownership
Select Update Field. 4. For the Query, select the Marker Layer you plotted. For the field, select Maps Assignment Rule. Ensure the Value is blank. Select Save & Close. 5. Once the Maps Assignment Rule field is cleared for those records, you need to transfer ownership to the new owner. To complete the transfer, you can either allow the Auto ...
Assignment Rules in Salesforce
Assignment rules are a powerful Salesforce feature that can help automate your organization's lead generation and support processes. Assignment rules dictate to whom a lead or case is assigned based on criteria specified within Salesforce. Typically, your organization will have one rule for each overall purpose — like one lead assignment rule for importing leads and a different lead ...
3 steps to bulk update Salesforce records and automate territory
A territory alignment screen allows you to update territory alignments in real time instead of waiting for Salesforce admins to make the change. 3. Enable your go-to-market team. Reassigning territories means nothing without the team to execute. Enabling your go-to-market team starts with providing visibility upfront.
Automating Assignments for Salesforce Records
Determine Record Assignments in Rules Put your assignment plan into action when you add as many as 5,000 rules across your assignment plans in Salesforce Maps. For example, to assign a rep to the Southwest territory, create a rule that assigns the Southwest territory shape layer to the rep. Schedule and Run Record Assignments
Update the Auto Assignment Fields in Salesforce Maps
Auto Assignment uses the Salesforce Maps Assignment Rule field to automatically assign your records. If this field already has a valid territory, the Auto Assignment process will skip it (there's no need to auto-assign records over and over again to the same user). However, you may need to force Salesforce Maps to assign records again.
10 Salesforce.com Case Assignment Rules Best Practices
Case assignment rules are the key to ensuring that cases are assigned to the right people in a timely manner. In this article, we will discuss 10 best practices for creating and managing Salesforce.com case assignment rules. 1. Utilize the Assignment Rules Hierarchy. The Assignment Rules Hierarchy is a way to organize and prioritize the order ...
AssignmentRuleHeader
The assignment rule can be active or inactive. The ID can be retrieved by querying the AssignmentRule object. If specified, do not specify useDefaultRule. This element is ignored for accounts, because all territory assignment rules are applied. If the value is not in the correct ID format (15-character or 18-character Salesforce ID), the call ...
Assignment rules in Salesforce
Create or Setup assignment rules. From Setup, enter Assignment Rules in the Quick Find box, then select either Lead Assignment Rules or Case Assignment Rules. Choose New, and then give the rule a name. Specify whether you want this to be the active rule for leads or cases created manually and via the web and email. Then click Save.
Setting Up and Managing Territory Assignments
View and Manage Assignment Rules at the Territory Model Level View and manage account assignment rules at a high level. Start from the territory model record to create, edit, or view rules for the model's territories. From the model-level list of rules, you can view rule criteria, or open a rule record to find out which territories it's ...
Assignment Rules
Configure a Web Deployment in a Salesforce Site. Configure an In-App Deployment. Configure a Custom Client Deployment. Customize Pre-Chat. Assignment rules automate your organization's lead generation and support processes. Use lead assignment rules to specify how leads are assigned to users...
AssignmentRules
AssignmentRules. Represents assignment rules that allow you to automatically route cases to the appropriate users or queues. You can access rules metadata for all applicable objects, for a specific object, or for a specific rule on a specific object. The package.xml syntax for accessing all assignment rules for all objects is: <types>.
Object Reference for the Salesforce Platform
Winter '15 (API version 32.0) Summer '14 (API version 31.0) Spring '14 (API version 30.0) Overview of Salesforce Objects and Fields. Reference. Associated Objects (Feed, History, OwnerSharingRule, Share, and ChangeEvent Objects) Custom Objects. Object Interfaces. Standard Objects.
COMMENTS
Salesforce Maps Put your assignment plan into action when you add as many as 5,000 rules across your assignment plans in Salesforce Maps. For example, to assign a rep to the Southwest territory, create a rule that assigns the Southwest territory shape layer to the rep.
Yes, Maps allows the use of custom polygons with assignment rules with the following limitations: Each custom polygon can have a maximum of 100 vertices/points. Each assignment plan can only contain a maximum of 100 rules that include custom polygons. If any of these limitations are met, the single plan run will fail.
The AssignRecords() Apex method assigns records to users automatically using rules specified in an assignment plan. For example, suppose that you use a web-to-lead generation form to generate inbound leads in Salesforce. You use the AssignRecords() method to assign those leads to sales reps as soon as the lead records are created, reducing the time for sales reps to contact leads.
Setup and Configuration. To make use of territory planning functionality, the Salesforce Maps Territory Planning managed package has to be installed first. Similar to other managed packages, it can be installed in a sandbox prior to the production installation. A link to the package will be sent to you once the product is purchased.
Salesforce Maps Apex Methods Assign Records to Owners Using an Assignment Plan. Invocable Example public class InvocableTest {@future(callout=true) ... // ID of rule used for assignment. user="0031700001LTxzwAAD" // ID of user assigned to the matched rule.}, {id="0011700001LTxzwAAG", rule="0021700001LTxzwAAD",
Locate the Permission Set License Assignment section and edit the assignment. Select one or more rows and save. For example, for Salesforce Maps, users will need the Salesforce Maps Permission Set License assigned. Next scroll to Permission Set Assignments and select Edit Assignment.
Click New and enter the rule details. Rule Name: Standard Case Assignment; Select the Active checkbox to make this the active case assignment rule. Click Save. Add a rule entry that assigns Product Support cases to the Product Support Tier 1 queue. Click the Standard Case Assignment link. Under the Rule Entries, click New and enter the details.
The Assignment Rule header is a request header applied when creating or updating Accounts, Cases, or Leads. If enabled, the active assignment rules are used. If disabled, the active assignment rules are not applied. If a valid AssignmentRule ID is provided, the AssignmentRule is applied. If the header is not provided with a request, REST API defaults to using the active assignment rules.
Shape layers used for auto assignment rules should be reviewed in Maps. Note: If the user assigned in the Rule gets deactivated, Admin should review the Assignment Plans and deactivate assignment rules or modify the user. Note: You can also report on the records where auto-assignment couldn't assign records because of invalid Latitude or ...
Assignment rules are a standard feature in Salesforce used to automate the assignment of leads and cases. They can be a great alternative to manually assigning records. However, there are more than a few limitations you'll want to be aware of. In this article we'll discuss the benefits and limitations of Salesforce assignment rules so you ...
1) Assignment rules are used to update ownerid field. We can always have this solution with clicks instead of code. 2) Now coming to your requirement we can easily create this in apex class, trigger. Taking an example of case assignment below:
Select Update Field. 4. For the Query, select the Marker Layer you plotted. For the field, select Maps Assignment Rule. Ensure the Value is blank. Select Save & Close. 5. Once the Maps Assignment Rule field is cleared for those records, you need to transfer ownership to the new owner. To complete the transfer, you can either allow the Auto ...
Assignment rules are a powerful Salesforce feature that can help automate your organization's lead generation and support processes. Assignment rules dictate to whom a lead or case is assigned based on criteria specified within Salesforce. Typically, your organization will have one rule for each overall purpose — like one lead assignment rule for importing leads and a different lead ...
A territory alignment screen allows you to update territory alignments in real time instead of waiting for Salesforce admins to make the change. 3. Enable your go-to-market team. Reassigning territories means nothing without the team to execute. Enabling your go-to-market team starts with providing visibility upfront.
Determine Record Assignments in Rules Put your assignment plan into action when you add as many as 5,000 rules across your assignment plans in Salesforce Maps. For example, to assign a rep to the Southwest territory, create a rule that assigns the Southwest territory shape layer to the rep. Schedule and Run Record Assignments
Auto Assignment uses the Salesforce Maps Assignment Rule field to automatically assign your records. If this field already has a valid territory, the Auto Assignment process will skip it (there's no need to auto-assign records over and over again to the same user). However, you may need to force Salesforce Maps to assign records again.
Case assignment rules are the key to ensuring that cases are assigned to the right people in a timely manner. In this article, we will discuss 10 best practices for creating and managing Salesforce.com case assignment rules. 1. Utilize the Assignment Rules Hierarchy. The Assignment Rules Hierarchy is a way to organize and prioritize the order ...
The assignment rule can be active or inactive. The ID can be retrieved by querying the AssignmentRule object. If specified, do not specify useDefaultRule. This element is ignored for accounts, because all territory assignment rules are applied. If the value is not in the correct ID format (15-character or 18-character Salesforce ID), the call ...
Create or Setup assignment rules. From Setup, enter Assignment Rules in the Quick Find box, then select either Lead Assignment Rules or Case Assignment Rules. Choose New, and then give the rule a name. Specify whether you want this to be the active rule for leads or cases created manually and via the web and email. Then click Save.
View and Manage Assignment Rules at the Territory Model Level View and manage account assignment rules at a high level. Start from the territory model record to create, edit, or view rules for the model's territories. From the model-level list of rules, you can view rule criteria, or open a rule record to find out which territories it's ...
Configure a Web Deployment in a Salesforce Site. Configure an In-App Deployment. Configure a Custom Client Deployment. Customize Pre-Chat. Assignment rules automate your organization's lead generation and support processes. Use lead assignment rules to specify how leads are assigned to users...
AssignmentRules. Represents assignment rules that allow you to automatically route cases to the appropriate users or queues. You can access rules metadata for all applicable objects, for a specific object, or for a specific rule on a specific object. The package.xml syntax for accessing all assignment rules for all objects is: <types>.
Winter '15 (API version 32.0) Summer '14 (API version 31.0) Spring '14 (API version 30.0) Overview of Salesforce Objects and Fields. Reference. Associated Objects (Feed, History, OwnerSharingRule, Share, and ChangeEvent Objects) Custom Objects. Object Interfaces. Standard Objects.