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What is do not reassign owner in case assignment rule?
Remove the actual user’s name or queue before selecting ‘Do Not Reassign Owner’. After removing the name then check on ‘Do Not Reassign Owner’. It will appear as grayed out on user or queue and click on save. The assignment rule will show Assign to as Same User.
What triggers assignment rules?
From a standard UI, a user can trigger assignment rules by simply checking the “Assign using active assignment rules” checkbox under the Optional section. The problem arises when your app needs to insert the Case from Apex and wants to trigger assignment rules.
How do you set lead assignment rules?
Go to 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 rule to be the active rule for leads or cases that are created manually and via the web and email. Then click Save.
What are the assignment rules in Salesforce?
Assignment rules in salesforce are used to automatically assign lead or Case to owner(User Or Queue). Assignment rule is used to automate owner assignment on Case and Lead based on conditions on Case or Lead.
What is case assignment rules?
A case assignment rule in Salesforce.com is really a grouping of rules that will help you automatically assign cases throughout your support organization based on criteria captured on the case records. Each assignment rule can have multiple rule entries.
How to assign a case to the default owner?
If certain criteria applies, we trigger a case creation and specify who the case owner is. However, after the Case is created and assigned. Salesforce will auto-assign the Case to the “Default Owner” found in Build > Customize > Cases> Support Settings.
How to assign using active assignment rules in Salesforce?
Using this script, a Case will be inserted but assignment rules will not be triggered as there is no such field “Assign using active assignment rules” on Case. I’ve taken the liberty of writing a simplified trigger and class with a method (having @future annotation –> rationale found here: Case Assignment Rule workaround ).
How to reassign an existing case using active assignment rules?
This concept can be extended to a Trigger on the User object, which can call the Case Reassignment method after a User is deactivated. Note, I intentionally did not bulkify the code to better demonstrate the concept.
When to use active assignment rules in apex?
The problem arises when your app needs to insert the Case from Apex and wants to trigger assignment rules. Using this script, a Case will be inserted but assignment rules will not be triggered as there is no such field “Assign using active assignment rules” on Case.