Over the years, we have built out several apps designed to help Admins meet the…
One of the drawbacks for standard Case or Lead Assignment rules is that they can only be used when a new record is created. There are a lot of times when you’d love to push that Lead or Case back into the assignment rules based on new values. With Leads, this is really common based on Lead Score / Lead Criteria values changes. Maybe you have a Lead in salesforce that you are just nurturing with campaigns until it reaches a score threshold. Suddenly that Lead acts, becomes a higher score, but you need to get it into the assignment rules, and that’s when you realize you’re a little stuck.
To get around this and any other scenario like this, we put together a simple Package to help. The package includes a plugin that takes in a record id as a parameter and pushes that record id through the standard assignment rules.
Install the Package – The package is available to be installed from the apps exchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000ErILmUAN.
Locate the Plugin – Once installed, log into the Flow Designer and locate the Standard Assignment Rules plugin (under GearsCRM Plugins section).
Incorporate the Plugin – Incorporate the plugin within your existing flow by dragging the step into the flow as required.
Set the Inbound Variables – The plug in requires the id of the record being processed.
Set the Outbound Variables – The plug in returns two variables; a boolean indicating if the plugin was successful and an error message in the case of a failure.
That’s all there is to it!