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            Configure Record Assignments

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            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.

            Required Editions

            View supported editions.
            User Permissions Needed
            To customize settings: Customize Application
            1. From Setup, click Object Manger, and then select the object whose records you want to assign.
            2. Click Fields & Relationships | New. Select Lookup Relationship, then click Next.
              Create auto assign fields new
            3. Select the assignment rule object, then click Next. Enter a field label and name, set any other options, then click Next.
              Create auto assign lookup
            4. Set field-level security for the lookup field, then click Next.
            5. Select Add Field for the page layout, then click Next. Confirm the custom related list options.
              Auto assignment add field to layouts
            6. Save your work.
             
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