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Custom Assignment Rule

Custom Assignment Rule

Overview

This app will offer you the authority of automatic assignment of records under ‘any’ sObject. It surpasses the limitations of assignment of records under Leads and Cases only, and now you can assign records under sObjects like Accounts, Contacts, etc.

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  • The app uses an intuitive interface that is in coordination with the standard assignment rule, you may have used for Leads and Cases.

  • Staying in strict constraints with Salesforce security parameters, the Custom Allignment Rule app is purely secure and authorized.

  • Following the steps of standard assignment rule this app allows you to assign the records under any sObject including Accounts, Contacts, etc.

As suggested by its name, Custom Assignment Rule is an app that will offer you the authority of automatic assignment of records under ‘any’ sObject to desired owners on the basis of the criterion you set for your business operations. With this app, we surpass the limitations of the automated assignment of records only for Leads and Cases sObjects, and now you can automatically assign the records under any sObject (e.g. Accounts, Contacts, etc.) to the desired new owners for an anytime access. This process follows the standard assignment rule without impeding the security and intuitiveness of Salesforce.

Categories

Business Needs
IT & Administration
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

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