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Assignment Plug-In

Assignment Plug-In

Free  

Never requires payment

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Business Need
Admin & Developer Tools
Requires
Sales Cloud
Service Cloud
Experience Cloud

Easily send records back through Assignment Rules using Process Builder or Flow. Compatible with Leads or Cases, this simple plug-in gives Administrators flexible options to build out a solution that works with their existing configuration.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Run Assignment Rules/1.11 1.11.0
Listed On
09/15/2017
Latest Release
03/28/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.11.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/09/2021

Additional Details

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.

Need help?

Acxiom Corporation

Conway, AR, USA

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