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            View and Edit Assignment Rules

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            View and Edit Assignment Rules

            View and update your assignment rules to meet your business needs.

            Required Editions

            View supported editions.
            User Permissions Needed
            To view assignment rules: View Setup and Configuration
            To create or change assignment rules: Customize Application

            To view assignment rules: from Setup, enter Assignment Rules in the Quick Find box, then select either Lead Assignment Rules or Case Assignment Rules.

            To edit the name of a rule, click Rename next to the rule name.

            To change the criterion for a rule, first select the rule name from the list, and then modify the rule.

            • To add an entry, click New.
            • To edit an entry, click Edit.
            • To delete an entry, click Delete.
            • To change the order of rule criteria, select Reorder and enter the order number.

            See Also

             
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            Salesforce Help | Article