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Trigger Assignment Rules With Salesforce Data Loader

Дата публикации: Jul 2, 2025
Описание
Assignment rules are usually triggered through the user interface when you create or update a record; this can make it difficult to get the assignment rules to trigger for already existing records, or records imported or updated through the API. The settings can be edited to allow Data Loader to trigger assignment rules upon update to a record. 
Решение

Find the Assignment Rule ID

  1. Navigate to the assignment rule that you want triggered for this import/update
  2. In the address bar for your browser, copy the 15 digit ID that starts with "01Q"

Add the Assignment Rule ID to the Data Loader Settings

  1. Open the Data Loader
  2. Press the "Settings" drop down menu, and click "Settings"
  3. In the "Assignment rule" text box, paste the Assignment Rule ID you obtained

Now when you run the insert, update or upsert, the assignment rule that you entered will be considered and fired for any record meeting the criteria of the assignment rule.

You can find additional details about configuring Data Loader here .

Дополнительные ресурсы

Data Loader Guide

Номер статьи базы знаний

000381858

 
Загрузка
Salesforce Help | Article