What happens if I select the Assign Candidates checkbox during assignment setup?

You can use Assignment Manager processes to assign resources, for example, salespeople or territory owners (candidate objects) to the business objects they work on, such as an opportunity or a lead (work objects). You can change how your selected work and candidate objects are processed from the Details UI. For example, select the Assign Candidates checkbox to indicate that Assignment Manager performs the assignment of your selected candidate objects.

If you decide to deselect this checkbox, then Assignment Manager will search for any matching candidates and then pass the records to the calling application to update the selected work object.

Rule-Based Assignment (RBA) lets you capture attributes not defined in Territory-Based Assignment (TBA). Once you set up the rules containing conditions that records must meet, then resources get assigned to the object when they match the rule conditions.