How can I edit assignment rules to randomly assign resources to Opportunities?

Assignment rules are created using rule sets, rules, conditions, and actions. The assignment process uses your rules to evaluate and recommend candidate assignments for specified work objects. This includes randomly assigning salespeople to work on opportunities.

A rule category is predefined for each type of rule-based assignment processing supported by each sales application object. For example, the rule category Sales Team Member Recommendation Default Rule Category is predefined for resource rule-based assignment of Opportunities. When the filter is set to Random, a random selection of matching candidates is assigned to the work object.

Here's how to access the category to change assignment rules to randomly assign resources.

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Opportunities

   • Task: Manage Sales Assignment Manager Rules

2. In the Manage Sales Assignment Manager Rules page, select the category where your existing rules were created, in this case Sales Team Member Recommendation Default Rule Category.
   Note: Random is selected as the filter type.
3. In the Conditions section of the existing rule, update the details for your object to suit your requirements.
4. Click Save and Publish to publish the assignment details.