1. Implementation Reference
  2. What types of assignment rules can I create?

What types of assignment rules can I create?

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 topic provides scenarios to illustrate the different types of rules you can create.

Note: When creating an assignment rule that uses a check box field, note that the value of true may be denoted by "Y" or "Yes" or "T". Ensure the check box is clear if you want to denote a false value.

Create Lead Qualification Rules

In this scenario, you want to create rules to classify leads as qualified if these attributes are set as specified:

  • Lead Customer is sales account.

  • Lead Product is set to Is Not Blank.

  • Lead Score is greater than 150.

To create a rule to classify leads as qualified:

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

    • Offering: Sales

    • Functional Area: Leads

    • Task: Manage Sales Lead Assignment Rules

  2. Search for and navigate to the assignment configuration setup task for the relevant object:

    • For sales lead and deal assignment, go to the Manage Sales Lead Assignment Rules task. This is the task used as an example in this topic.

    • For the Opportunity functional area assignment, select the Manage Opportunity Assignment Manager Rules task.

  3. In the setup task page, select the category for the appropriate assignment flow, in this case Sales Lead Qualification Rule Category.

  4. Click the Add Row icon to create a rule set for the predefined rule category Sales Lead Qualification Rule Category.

  5. Create a rule with the three conditions that match the attribute settings for a lead to be considered a qualified lead:

    • Lead Product: Select the lead attribute Primary Product ID. Select the Is Not Blank operator.

    • Lead Customer: Select the lead attribute Sales Account Indicator, and then select the Equals operator. Enter the value of Y.

    • Lead Score: Select the lead attribute Score, and then select the Greater Than operator. Enter the value of 150.

  6. In the Actions region, select Qualified from the Return the Candidate Value As Qualified list.

Create Lead Scoring Rules

In this scenario, you want to create a scoring rule to:

  • Increase lead scores by 150 if the lead attribute Lead Time Frame is set to 3 months.

  • Increase lead scores by 100 if these attributes for leads are set as specified:

    • Budget Status is Approved

    • Budget Amount is greater than 500000

To create this scoring rule:

  1. Create a rule set for the predefined rule category Sales Lead Scoring Rule Category.

  2. Create the first rule with the conditions that match the attribute settings you want a lead to have so that 150 is added to its score:

    • Choose the object Sales Lead and attribute Time Frame, and then select the Equals operator. Select 3 months.

    • Enter the action as Increase the Score by 150.

  3. Similarly, create your remaining rule for the budget attributes and action to Increase the Score by 100.

    1. Add the first condition: Choose the object Sales Lead and attribute Budget Status, and then select the Equals operator. Select Approved.

    2. Add the second condition: Choose the object Sales Lead and attribute Budget Amount, and then select the Greater Than operator. Enter 500000.

    3. Enter the action as Increase the Score by 100.

Create Matching Candidate with Scoring Rules

Assign different country specialists to opportunities in some European countries based on the country and the risk level of the Opportunity. To create matching candidate with scoring rules:

  1. Create a rule set for the predefined category Sales Lead Resource Rule Category and select the Use Score option, the filter type of All Above Minimum Score, and the minimum score set to 20.

  2. Create three rules each with conditions:

    1. Create the first rule with these conditions:

      • Select the object Opportunity, and then choose the attribute Customer Country. Select the Equals operator, and then select DE.

      • In the rule action, set Increase Score By to 20.

      • Select and add the appropriate resource.

    2. Create the second rule with these conditions:

      • Select the object as Opportunity, and then choose the attribute name Customer Country. Select the In operator, and then select FR and UK as condition values.

      • In the rule action, set Increase Score By to 20.

      • Select and add the appropriate resource.

    3. Create the third rule with these conditions:

      • Select the object Opportunity, choose the attribute name Risk Level. Select the Equals operator, and then select the value High.

      • In the rule action, set Increase Score By to 20.

      • Select and add the appropriate resource.

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