Create Lead or Case Assignment Rule
sf_create_assignment_ruleAutomate Lead and Case routing by defining assignment rules with criteria-based entries; records go to the first matching user or queue.
Instructions
Creates an Assignment Rule for Leads or Cases. Assignment rules automatically route new records to the appropriate owner (user or queue) based on matching criteria. Only one rule can be active at a time per object. Rule entries are evaluated top-to-bottom and the first match wins.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Display label | |
| active | No | Set as the active assignment rule | |
| ruleName | Yes | Assignment rule developer name | |
| objectName | Yes | Object to apply assignment rules to | |
| ruleEntries | Yes | Ordered list of assignment rule entries |