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            Create Assignment Rules for Lead Distribution

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            Create Assignment Rules for Lead Distribution

            Assignment rules allow you to automatically apply criteria to sort, queue, or act on leads. For example, use assignment rules to automatically assign leads to the lead inbox queue for Partner Central.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions

            For lead distribution, use assignment rules to define the criteria by which you want to distribute your leads, such as partner tier, geography, or specialization.

            1. From Setup, enter Leads in the Quick Find box, then select Lead Assignment Rules.
            2. Create a lead assignment rule, let’s call this All Channel Sales Leads.
            3. Create rules to filter leads by record field values or user criteria and assign them to the lead inbox queue.
              You can also create rules to directly assign leads to partner users.
            4. To send an email notification when a lead is assigned to the queue, select an email template.
            Note
            Note Assignment rules that run after, rather than during, lead creation can’t include the Campaign field in their criteria.
             
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