Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Set a Default Assignment Rule for IT Services

          Set a Default Assignment Rule for IT Services

          Set a default assignment rule for an object so matching records are routed using the selected assignment rule. You can create multiple assignment rules for an object, but only one assignment rule can be active at a time for an object.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
          1. From the App Launcher, go to Agentic IT Service Desk.
          2. Switch to IT Services Assignment from the navigation menu.
          3. On the IT Services Assignment page, click Activate Assignment Rules.
          4. Select Manage.
          5. Select the object you want to associate the assignment rule for.
            You can select from:
            • Incident
            • Problem
            • Change Request
            • Release
            • Service Request
          6. From the Assignment Rule Name dropdown, select an assignment rule or remove an existing assignment rule mapping.

            When you select No assignment rule, records for the selected object are no longer routed using a default assignment rule.

          7. Select the assignment rule you created from the Assignment Rule Name dropdown.
          8. Save the changes.
           
          Loading
          Salesforce Help | Article