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Cree un plan de asignación con reglas que enrutan registros a usuarios basándose en criterios geográficos.
| Disponible en: Lightning Experience y Salesforce Classic |
| Disponible en: Professional Edition, Enterprise Edition, Performance Edition, Unlimited Edition y Developer Edition |
| Permisos de usuario necesarios | |
|---|---|
| Para configurar Salesforce Maps: | Personalizar aplicación |
Los registros que coinciden con las reglas del plan se asignan a los usuarios correspondientes.
Para asignar registros en una programación o de forma masiva, ejecute asignaciones como un lote (consulte Ayuda de Salesforce: Programar y ejecutar asignaciones de registros). Para desencadenar asignaciones desde la automatización personalizada, utilice el método global AssignRecords en la Guía del desarrollador de Salesforce Maps.
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