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AssignMe
Re-assignment of orphan records made simple
Overview
When a resource leaves the organization, all records belonging to that user are automatically reassigned to his/her manager. This allows the manager to reassign the records to any other user within the organization using Assign Me in just few minutes.
See How AssignMe Works
Managers can assign the de-activated user's records to the any user in the organization in just a few minutes.
Ability to select and configure the specific objects, record types, and record statuses
The Assign Me Application has the ability to reassign records from 5 major standard objects (namely, Account, Contacts, Case, Lead, and Opportunity) when a user is deactivated. Upon installation of the application, users have the option to select and configure the specific Objects, record types, and statuses that they wish to reassign to the deactivated user's manager. Once the records are reassigned to the manager, an email notification will be sent to inform them about the assignment of records. The manager then has the flexibility to either keep the reassigned records in their name or reassign them to other users within the organization.
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyCommunity BuilderManaged Package