This chapter provides common strategies and scenarios that you can use to develop effective assignment rules for your sales and service organizations. It includes the following topics:

• Assignment Methodology
• Assignment Strategy Considerations
• Assignment Strategy for Sales Organizations
  • Example of Creating Sales Assignment Rules Based on Territories
  • Example of Creating Sales Assignment Rules That Combine Criteria
  • Scenarios for Using Multitiered Assignment with Sales Assignment Rules
• Assignment Strategy for Service Organizations
  • Example of Creating Field Service Assignment Rules Using Availability
• Scenario for Assigning Candidates Dynamically
• Examples for Using Delegated Assignment