What is Lead Assignment rule in Salesforce and How to create Lead Assignment rules in Salesforce
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- Опубліковано 17 гру 2017
- This video explains Lead Assignment rules in depth in an interesting way and fun way.
He divided this video into 4 parts:
- What is the need for Lead Assignment Rules?
- What are assignment rules in Salesforce?
- How to create one?
- How many assignment rules can be active at a time?
Hope you like & enjoy the video, feel free to comment down on the bottom if you have any question
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Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his UA-cam channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
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Great video. Thank you for the help!
Great work bro. Your videos are very helpful for me and specially this one.
Ur vlogs are really amazing..nd I learned lot frm ur videos..no one in the world explains like u
Really nice videos.. Amazing energy.. keep it up.. 🙂
Very informative video on lead Assignment rules!
Excellent . Crystal clear
1:51 "That seems good" Thank you for bringing a bit of levity to learning, that made me laugh! 😂
Quite entertaining and informative on the salesforce assignment rules. Thumbs up.
Thanks Ian, glad to know you enjoyed it.
Yet another superb video... Complex concept explained in easiest possible manner.
One question: Assignment rules and Omni channel... how can these 2 work together? Can we Assign to Queue using Assignment Rule and then Omni channel picks from Queue and assigns to users using Productivity formulas?
Thank you very much for your great video, as always. I am very grateful. Please upload more videos. Your videos helps me learn the concept very clearly.
hey chithra, if you like salesforce videos then check out this channel also. ua-cam.com/channels/ej2O8W9gR-Bcsne9cYhNqw.htmlvideos
nice n helpful video..👍👍
Wow great job buddy
Thank you!!
very helpful !!
Awesome !
Good explanation
Bro please upload some video from development part like MVC, Visual force pages and Apex programming.. I will be very grateful, Thank you
please upload video on "reports and dashboard"
How salesforce matching rule and duplications rules are works for the online or email leads?
Really nice
In which object we are having price related information which customer has to pay to buy any plan
if we can perform insertion by DML operation or by data loader then how we can checked check box as per display?
can u pls add a video regarding datamanagement and duplicate management.
Does the lead assignment rules work for guest user?
Hi there, I have 4 forms for each city, how should I do web to lead form in this situation ?
Thank you for the wonderful video :)
Your welcome! Stay tuned, more to come.
how to get assign using active assignment check box please help me
What if we want to divide leads equally into two sales person without any criteria?
Hi there, I have 4 forms for each city, how should I do web to lead form in this situation ? Forms picklist field should be hidden, Not visible on Form ?
Amazing .....
I like it 👍
Thanks!
you are awesome!!!
Thanks :)
website got 4 pages with job offer forms, London form, sydney form, Melbourne form & Newyork form. Now to capture each form record through web to lead, what should be the solution here ? THANKS
what if "Do not reassign owner" is set to true and the lead is generated from the web. In this case, how can we assign the lead owner?
quite informative buddy keep it up
Thanks a ton
Thanks for the videos!
How can I contact you?
Cool😍
Please help with one scenario,, Lead is created and shared with a Group by clicking Sharing. Now how to notify those users via mail belonging to that group which the lead is shared. Someone help. Thanks
😁 will watch now what are Queues
Hi there, I have 4 forms for each city on website ---- Forms picklist field should be hidden in the form, Not visible on Form --- On the website the user is filling the form & the field of form picklist is hidden--- but in salesforce i wanna know that this record/lead is from which form ?
should I create 4 Web to lead forms 1- Newyork page web to lead form 2- London page web to lead form 3- Sydney page web to lead form 4- Melbourn page web to lead form ( I need solution of this ? )
this guy is lit
How many assignment rules do we cancreate in single instance?
From some user licenses iam unable to assign the user based on criteria.
Which user license are we can introduce this lead Assignment Rules.
Salesforce license has standard as well as custom object access but Salesforce platform license do only have custom object access.
I want to learn from basics means from the very beginning from what is Salesforce to how to work on it..From where I can learn and find those videos.
Subscribe to Salesforce hulk and aswell signup for trail head
Your videos are very much helpful. Just want to give a small suggestion dont be much dramatic means sometimes your face is coming from left ,sometimes from right so its little bit showy. Instead it can be simple as you are giving very good explanation. :) just a suggestion from your viewer please dont take me wrong..
@salesforcehulk hiii... Very informative video but one question as we all know that assignment rules are available only for leads and cases then how to assign for custom objects for example: if I need to assign a candidate to a recruiting officer based on the country without assignment rules how can I do? Should I create multiple workflow rules with field update on single object or should I create sharing rules? Please answer me
Create a process with a field update action in which update the owner field to assign candidate to a recruiting officer.
@@SalesforceHulk u mean process builder ?
@@sravzk9796 YES.
hi, how to assign hundreds of leads to one single employee? hope you can answer me. thank you
You can use import wizard tool to import hundreds of leads from a csv file and before inserting you have to select your custom assignment rule under Assign All Leads Using this Assignment Rule.
Good information, very helpful! However, I do have a request. :) Could you please slow down when you're talking? I sometimes can't catch everything you're saying and I would like to. Thanks again for the video and the help!
Hey Won. I am trying hard to slow it down but unable to. Will put captions really soon. Will that help?
I think that'd be excellent, thank you for following up on my feedback!
Won, you can adjust the speed of the youtube video by selecting Settings > Speed > 0.75 (anything lower than 1).
You are not watching my videos right ? 😁😁 Great Humour
One lesson for you, don't say 'different different conditions' if you say once 'different conditions' is enough! reduce repetitive words or phrases.
this are the escalation rules?
The escalation rule works for Case and not with Lead.
Where do videos of Salesforce Hulk start 😃
It will work if OWD is private for lead?
Yes, it will create the record through web-to-lead if the OWD is private
@@SalesforceHulk I checked, Lead assignment rule not working when a user insert record manually using UI. And In this case OWD also private for lead.
For bulk upload this works..... I don't understand why 😭?
@@SalesforceHulk please reply for mentioned case . 🙏🙏
👍
Hi very good videos but create esculation rules
ur lit
10:57 "Assign using active assignment rule" Important. I wasted my rime because of this.🙂🙂🙂
Thanks
i cant understand half of what you're saying. But thanks and good video. Maybe just fully pronounce the word. like heavy pronunciation on certain letters helps alot
02:39 oh , Actually i know way toooo much about queues.