Salesforce Exam ADX-201: Essentials for New Lightning Experience Administrators

Assignment Rules for Automatic Lead and Case Assignment | Salesforce Exam ADX-201

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Assignment rules allow Leads and Cases to be automatically assigned to users and queues based on criteria defined by the system administrator.

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The statement "Assignment rules allow Leads and Cases to be automatically assigned to users and queues based on criteria defined by the system administrator" is true.

Assignment rules are used to automate the process of assigning records to users or queues based on certain criteria. They are commonly used in Salesforce to assign leads, cases, and other objects to specific users or teams.

When creating assignment rules, the system administrator defines the criteria that need to be met in order for a record to be assigned to a particular user or queue. This can include fields on the record, such as the lead source or case status, as well as other factors like the geographic location of the record.

Once the criteria are defined, the administrator can then specify which users or queues should be assigned the record. For example, they may assign all leads from a particular region to a specific sales rep, or assign high-priority cases to a team of support agents.

Once the assignment rules are created and activated, the system automatically assigns records to the appropriate user or queue based on the defined criteria. This helps ensure that leads and cases are routed quickly and efficiently to the right person or team, improving overall productivity and customer satisfaction.