Create Lead or Case Assignment Rule
sf_create_assignment_ruleCreates Assignment Rules for Leads or Cases to automatically route records to the appropriate owner based on matching criteria, with ordered rule entries for first-match evaluation.
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 |