Create Assignment Rules for Your Sales Prospecting Bot’s Prospect Queue
Use lead assignment rules to add your sales prospecting bot’s leads to your prospect
queue automatically.
Required Editions
Available in: Lightning Experience
Available with Sales Engagement, which is included with Sales in
Performance, Einstein 1, and Unlimited Editions, and
available for an extra cost in Professional and Enterprise Editions.
Sales Engagement is also available for an extra cost in Service and Lightning
Platform.
User Permissions Needed
To view assignment rules:
View Setup AND Configuration
To create or change assignment rules:
Customize Application
For the Lead object’s Lead Source field, add Sales Bot as a custom picklist value.
From Setup, in the Quick Find box, enter Lead Assignment Rules,
select Lead Assignment Rules, and then click
New.
For the Name field, enter Sales Prospecting
Bot.
To activate the assignment rule, select Active. Then click
Save.
Click your new assignment rule, then under Rule Entries, click New.
For the Sort Order field, enter 1.
For the rule criteria, select the Lead: Lead Source field and
equals operator.
From the value picklist, select Sales Bot.
Assign the lead to your prospect queue and save your changes.
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