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View and Edit Assignment Rules

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View and Edit Assignment Rules

View and update your assignment rules to meet your business needs.

Required Editions

View supported editions.
User Permissions Needed
To view assignment rules: View Setup and Configuration
To create or change assignment rules: Customize Application

To view assignment rules: from Setup, enter Assignment Rules in the Quick Find box, then select either Lead Assignment Rules or Case Assignment Rules.

To edit the name of a rule, click Rename next to the rule name.

To change the criterion for a rule, first select the rule name from the list, and then modify the rule.

  • To add an entry, click New.
  • To edit an entry, click Edit.
  • To delete an entry, click Delete.
  • To change the order of rule criteria, select Reorder and enter the order number.

See Also

 
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