Assignment Plug-In

The Assignment Plug-In allows System Administrators to easily configure if and when Lead or Case records are re-routed through standard assignment rules using Process Builder or Flow. One of the drawbacks of standard Case and Lead assignment rules is that they are only used when a new record is created. There are many use cases for sending a Lead or Case back through assignment rules to better align with your business processes. This is a common scenario for Lead Nurturing, where companies often want to reassign Leads based on Score or other key data points changing. With the Assignment Plug-In, admins can quickly configure Salesforce to send Leads in a Nurture Queue back through assignment rules once they’ve reached a target threshold. For support organizations, Cases are frequently escalated to different teams of support agents. The Assignment Plug-In allows admins to handle this scenario automatically, ensuring that the Case is re-routed through Case assignment rules and assigned to the proper resource. If your organization uses LEX, this plug-in prevents users from having to toggle back to Classic in order to edit a record and send it back through assignment rules.