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How do you run territory assignment rules via apex?
Use Rules to Assign Accounts to Territories
- Setup -> Customize -> Accounts -> Page Layouts.
- Click Edit next to the page layout.
- Click the Layout Properties button at the top of the page.
- Check the “Show on edit page” checkbox next to “Evaluate this account against territory rules on save”
How do you deploy lead assignment rule?
Click Migration | Deploy and select the ZIP file on your disc. If you are using users in your assignment rules, the deployment will fail as the usernames in your sandbox and live environment are not identical.
What is an assignment rule?
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. For example, one lead assignment rule for importing leads and a different lead assignment rule for web-generated leads.
When to use an assignment rule in a trigger?
The objective is to have assignment rules fired on a Lead record creation. It seems the rule can be assigned only when using “update” DML in an “after insert” trigger. Why does another DML must be executed after insert to have lead assignment rule assigned?
When to re-run lead assignment rules with process builder?
When the Lead Score increases over the threshold, you then want to re-run assignment rules to assign to an inside sales rep for follow up. In order to accomplish this, we can use the extremely powerful combination of Process Builder and an Apex Invocable method.
Why are lead assignment rules important in Salesforce?
Salesforce Lead assignment rules are a powerful tool to make sure that Leads are assigned to the appropriate user or queue for follow up. They also allow marketers to get and stay out of the business of trying to maintain sales territory logic within their Marketing Automation Platform (MAP).
How is lead reassignment done in a trigger?
Lead reassignment within a trigger can be done with future methods such as the following. Your after insert / after update trigger will need to collect up a set of lead ids that qualify for reassignment and then once all other afterinsert/afterupdate operations are complete, call the future method below: