Join Christopher Matthew Spencer for an in-depth discussion in this video Set up assignment rules (leads and cases), part of Learning Salesforce Admin.
[Instructor]- So let's talk about automating Salesforce…in ways to really supercharge your teams work.…Here in this movie, we'll cover assignment rules…which is the antidote for many business pain points.…We can automate the routing of sales leads…and customer service cases to the correct user…or group of users and we call groups of users queues.…Using automation removes human error from the equation…and ensures that your policy for leading case assignment…is always meeting the vision of your management.…
Setting up leading case assignment rules…is accomplished in the same way,…so I'll just provide you with a walkthrough…of setting up lead assignment rules in this video.…Now we need to start on the home tab…and we need to be signed in so be sure you're signed in…and then on the right hand side go ahead…and click on the gear cog icon…and then click Setup from there.…A new tab opens up for Setup.…Over here on the left hand side you'll find…the Quick Find search box for Setup…and go ahead and type in the word assignment.…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Intermediate
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1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
6. Data Management
7. Data Security
Next steps1m 14s
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