Great App. Great Support.

I am so relieved to have come across this app. It solved both issues for lead and case email notifications. For background, some of our leads are created via REST API and one of our case forms is a global action on our experience site. I wish this app was public so that I could have found it sooner. I spent the last 3 months going back and forth with SF Support and they found this solution buried in an IdeaExchange post (https://ideas.salesforce.com/s/idea/a0B8W00000GdkJvUAJ/trigger-case-assignment-rules-when-using-a-publisher-action). While they stated that they did not endorse the plug-in, they suggested that I give it try as a last-ditch effort. I tested it first in sandbox where I created a flow but received an error when debugging. I emailed support and Chris responded to my inquiry. They located where I had missed populating {!$Record.Id} in the default value field. Boom. The flow works flawlessly. I add the app to production and so far things are going smoothly.

Was good

This package was working very well in the sandbox where I've tested it, but today I tried installed it in Prod and is not possible. Could you please inform if are you working in a new release... and when would be available again? Thanks

No Longer Works - API 54

This plug-in worked great until API 54. Now the "Run_Assignment.Plugin" module fails on the APEX tests. Emailed support with no response.

Two things to be aware of here - 1) Some time before 3/14/22 3PM EST - the useDefaultRule option for AssignmentRuleHeader was broken in Api 54 - regardless of using this package or NOT. As of this writing, 3/14/22 @ 4:37PM EST, it has appears to have been fixed. 2) You may experience Apex Failures with in a Managed Package and the package code itself still works perfectly fine. For example - Validation rules in your Org that break a package test. However. for this specific package, based on my own errors/experience - the tests will fail if : A) you have NO ACTIVE DEFAULT Lead Assignment rule B) your ACTIVE DEFAULT Lead Assignment rule is setting the Owner to the same User who is running these Unit Tests. As another commentor pointed out, it also appears preferable to utilized the "V2" methods that this package utilizes. Which keep in mind are executed asynchronously, so you may not see an immediate reflection of this execution on your observable record - but Owner will change if it hits an active Assignment Rule - you just may need to refresh the record after a few seconds (depending upon when the server can allot your process to run.)

Flow and Process Builder not Working

Could I get some assistance? I downloaded this package and the flow and process builder (I have tried both) are not assigning the cases per the assignment rules. I am not getting any errors, but they are not being assigned. I would like for it to go via flow when a record is created.

Hello Elliott, Did you happen to make it work for your org using Flow? I'm running into the same issue, where I get no error but also not the result I want. Warm regards, Claudia

Works well and doesn't need time-based criteria to work

I had a semi-working solution with an apex trigger solution from Automation Champion which worked well for single updates but seemed to fail when multiple records were updated at once. This one works for me with mass updates and haven't received any errors yet. In addition, the AC solution required a time-based delay in order to make it asynchronous. This does that automatically (using Invocable_StandardAssignmentV2) so it can be trigger real-time. I'm not sure when synchronous (v1) version would be used but for now I don't need to worry about that. Thanks for this!

Easy to use, but not working as well as expected

The package is solving a requirement to trigger email notifications on Lead Assignment after Leads have been created via API. However, I've not been able to trigger Leads to run back through the assignment rules on update. I have emailed twice for help since last week and have not received a response. I notice almost all other reviews mention great customer service, so my experience does seem to be an exception.

I had the same experience that the rules were not triggering. However when using v2 (the asynchronous version) it worked perfectly! I'm not sure when synchronous would be the right option but for now it's working so I'm satisfied!

Hi Ryan, I did receive a response after writing this review. Brian was able to advise me to use the v2 apex methods, which I believe run asynchronously.

Having the same issue but with Cases. Have you received a response, yet?

Great tool, easy to use, and great support

This app has been incredibly helpful and allows for a lot of flexibility in triggering our assignment rules. I had some questions when setting up the app and their team was fast to respond and very helpful.

Awesome Product! Simple to use and great customer service

I have to admit I am not a code writer, which is why I was looking for a way to run the lead assignment rule after a lead was created (my flow process only adds the round robin nr. after creation). Firstly I had a go at it myself, had a bit of a hiccup, not because if the application, but because of my lack of knowledge on apex rules. I received a prompt response with exactly what I was missing! Great product, great service... and, no cost involved. Thanks again, curious as to what you guys will come up with next :)

Fantastic Support

The setup was simple, but I ran into a technical issue. Brian at Gears Design was very responsive and helpful. He got us up and running and was lovely to work with. I will definitely be looking into their other offerings, couldn't have been a better experience.

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Assignment Plug-In

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