Creating Assignment Rules

Assignment Rules

Assign one or more candidates to assignments objects based on one or more criteria
Are specified using several key concepts



Creating Assignment Rules

General process to create assignment rules:
Design the rule
Create the rule record
Define the criteria
Specify the candidates

Example: Assigning Data by Sales Region
1. Design the Assignment Rules
2. Create the Rule
3. Specify the Criteria
4. Specify the Candidates

Design the Assignment Rules
Determine the criteria to identify each sales region
Example: Sales regions are based on account state
East region includes MA, VT, NH, ME, RI, CT
Determine the candidates to be assigned in each sales region

2. Create the Rule
Navigate to Administration - Assignment > Assignment Rules List
Create a new rule for each sales region
Select the assignment object
Set Person Candidate Source to From Rule
Select the Assignee Filter
Assign a rule group

3. Specify the Criteria

Drill down on the rule
In the Criteria view, create a new Rule Criterion to be used to assign data
Example: Only opportunities with an account state in the East region will be assigned
Specify the Comparison Method
Specify the attribute value(s) to be used in the comparison

4. Specify the Candidates

Navigate to the Position Candidates view
Add a new record for each position to be assigned
Optionally assign organizations using the Organization Candidates view