Applying Workload Distribution to Organizations

Use the following procedure when defining workload distribution for organizations.

To apply workload distribution to organizations

1. Navigate to the Administration - Assignment screen, and then the Assignment Rules List view.

2. In the Assignment Rules list, drill down on the assignment rule for which you want to define workload criteria, and then click the Organization Workload Distribution view tab.

3. In the Organization Workload Distribution list, click New.

4. In the new record, click in the available fields and enter the relevant information.

The following table shows the available predefined fields.

Field	Description	Example
Assignment Object	Type of assignment object related to this workload rule.	Opportunity
Maximum Workload	The maximum workload allowed for this workload rule. For more information about how this value affects the workload score, see Process of Defining Assignment Workload.	3
Required	Determines whether the workload rule is required for the assignment rule. The choices are Always and Never.	Always
Score	Score to apply for this workload rule. For more information about workload scores, see Process of Defining Assignment Workload.	10
Workload Distribution Rule	Name of the workload rule to apply to the assignment rule.	Excellent Leads

The following figure shows an example of adding a workload criteria for organizations using values specified in the previous table.