How to Set Up a Criteria Based Lead Assignment Rule in Salesforce Lightning скачать в хорошем качестве

How to Set Up a Criteria Based Lead Assignment Rule in Salesforce Lightning

Created by www.myguide.org, Create your own Guides with videos via www.myguide.org 1. Welcome to MyGuide In this Guide we will learn how to set up a criteria-based lead assignment rule in Salesforce lightning. 2. Click on Gear icon 3. Click on Setup, Opens in a new tab 4. From Setup, enter "Assignment Rules" in the Quick Find box 5. Select Lead Assignment Rules 6. Click on new 7. Enter a name 8. Click Active to turn the lead rule on immediately. 9. Click on Save 10. Click on the Rule name 11. In the Rule Entries area, Click New 12. Enter a sort order for the rule For example, to process this rule before all other lead assignment rules, enter 1 13. To create a criteria-based lead assignment rule, select "criteria are met" 14. Now we will select a field, operator, and value Let's select the field Lead: "Industry" 15. Select Operator: equals 16. Enter Value: Entertainment 17. Use the lookup icon to find the user to whom you want to assign the lead If you haven’t created any other user in your Salesforce organization, you can’t select a user. 18. Click Save 19. Lead assignment rule has been set