Overview of Lead Assignment

Lead assignment is an automated process that assigns leads to sales resources, sales territories and partners. Sales leads require assignment, either in real-time or in batch.

Batch assignment runs batch processing that matches the lead objects, either as a one-off or on a scheduled basis. The two types of lead assignment are:

• Rule-Based Assignment

  You can automatically calculate a score for each lead, or determine an appropriate rank or qualify a lead using rule based assignment. Assignment rules help ensure that sales resources are properly assigned to leads, and leads are appropriately scored, ranked or qualified. Select from predefined attributes or configure custom lead attributes to use in lead assignment rules.

• Territory-Based Assignment with Rule Filtering

  Territory-based assignment relies on an association between attributes on the lead work object and attributes on the lead territory candidate object to match the candidates to the work object. For territory-based assignment, the lead work object and lead candidate object must have attributes that share the same domain of values.

  Leads use Territory-Based Assignment to identify matching territories and then set up additional rules (Rule-Based Assignment) to filter the final set of territories that are returned, using any attribute of the work object.