User-Defined Assignment Features

Assignment processes assign salespeople and their territories to core sales objects, such as opportunities and leads, using territory dimensions or assignment rules.

You can configure user-defined assignment flows to assign user-defined objects or to perform additional or alternate assignment processing on standard objects.

Note: In the context of assignment, "user-defined" objects are those objects you create using the configuration tool, Application Composer.

User-Defined Assignment Key Features

User-defined assignment lets you:

• Assign the appropriate resource or group quickly and efficiently using assignment rules.

• Use a simple approach to define the criteria that matches rule values with resources or territories.

• Assign territories to user-defined objects with assignment rules.

• Define rules that match fields on business objects with fields on territories and resource objects. Or, define rules where fields contain specific values. These fields and business objects can be both user-defined and standard.

• Define assignment rules to calculate a score for an object or set the value of a specific field if certain conditions are met.

• Automatically assign new records.

• Run assignment processes from within the applications.

• Use the Perform Assignments batch assignment process to assign user-defined object records in bulk.

Note: If you make user-defined assignment workflow or trigger configuration changes in a sandbox, you must publish the sandbox for your changes to take effect. This is expected behavior, since the assignment job is executed by an internal user. See the topic, How to Publish Assignment Information, for details.