Automating Assignments for Salesforce Records

Avoid the hassle of manually assigning Salesforce records. Assign them to particular owners or users in your territories based on conditions that you specify in Salesforce Maps assignment plans and rules.

1. Configure Record Assignments
   Automate assignments for the records that matter to your sales and service teams in Salesforce Maps. To automate assignments for records other than accounts and leads, such as campaigns and cases, create lookup relationships for those records’ objects.
2. Set Up Plans for Record Assignments
   Outline the details of what you want Salesforce Maps to assign in assignment plans. Assign record owners, users, or both to records for the objects that you include in as many as 50 plans. For example, filter the records to reassign a rep to accounts that earn a certain amount of annual revenue.
3. Determine Record Assignments in Rules
   Put your assignment plan into action when you add as many as 5,000 rules across your assignment plans in Salesforce Maps. For example, to assign a rep to the Southwest territory, create a rule that assigns the Southwest territory shape layer to the rep.
4. Schedule and Run Record Assignments
   Assign records to the right sales and service reps when you automate assignment plans to run on an interval that you choose in Salesforce Maps. Or run ad hoc assignment when the needs arise.