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Salesforce Assignment Rules, Inline Editing, and Page Layout Limitations

Publiseringsdato: Apr 22, 2025
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This article explains the necessary configuration and limitations of using inline editing and assignment rules.   Lead/Case assignment rules' behavior when using inline editing depends on the settings of the page layout in question. In addition, other save options, such as Change Owner Notifications, won’t fire with inline editing. This article also applies to territory-account assignment rules.

Løsning

 

Scenario 1: Page layout has both "Show on edit page" and "Default" enabled for Assignment rules on Layout Properties.

This configuration will not ‌execute assignment rules in Lightning and Classic with inline edit. With this configuration, assignment rules will only be executed under normal edit mode. 

Scenario 2: Page layout has "Show on edit page" disabled and "Default" enabled for Assignment rules on Layout Properties.

This configuration will not execute assignment rules in Lightning, but will execute in classic with inline edit. 


Note: this applies to leads, cases, and territory-account assignment rules.

Vote and comment on the Salesforce Idea Exchange for Assignment rules don't work with Inline Edits.

Knowledge-artikkelnummer

000382637

 
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