Assignment Rules

An assignment rule automatically assigns a lead, opportunity, service request, or account to the appropriate person, team, or territory, based on the criteria that you configure on the assignment rule. The following table describes the Oracle Migration Tool On Demand client commands that are used with assignment rules. The commands are case sensitive. For examples of running these commands, see Migrating Assignment Rules.

Table Oracle Migration Tool On Demand Commands for Assignment Rules

Command Description

Read AssignmentRule [SystemNameOfObject] [RuleGroupName] [RuleName]

This command extracts all of the assignment rules for a specific record type (object), or all of the rules within a rule group, or a single assignment rule, depending on the parameters you specify. You must specify at least one of the following parameters:

  • SystemNameOfObject is the system name of the record type (object). The system names for the record types are listed in System Names for Record Types. If you specify a rule group name or a rule name with the command, then you do not need to specify a record type, but you must provide an empty value for the SystemNameOfObject parameter. An empty value is specified as a set of double quotation marks ("").

  • RuleGroupName is the name of an assignment rule group to which a rule belongs. If you specify the rule name, then you do not need to specify the rule group name, but you must provide an empty value for the RuleGroupName parameter.

  • RuleName is the name of a rule. You can extract an individual assignment rule by specifying a value for the RuleName parameter.

ReadAll AssignmentRule

This command extracts all assignment rules in all assignment rule groups, for all record types.

Upsert AssignmentRule AssignmentRuleXML

This command inserts an assignment rule (if it does not already exist) or updates an assignment rule (if it already exists).