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            Schedule and Run Record Assignments

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            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.

            Required Editions

            View supported editions.
            User Permissions Needed
            To customize settings: Customize Application
            1. From Setup, in the Quick Find box, enter Installed Packages, then select Installed Packages.
            2. Next to the Salesforce Maps package, click Configure.
            3. Click Auto Assignment | Scheduled Plans | Set Schedule. Select the interval that you want for running assignment plans. Then save your work.
              Intervals that you set to run assignment plans
            4. To run ad hoc assignments, click Assignment Plans. Select the assignment plans that you want to run now, then click Run.
              Run auto assignment

            See Also

             
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