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Topics#Data ManagementDomanda di Archan R
Archan R (OpsHub) ha fatto una domanda in #Data Management
10 lug 2020, 11:49

How to enable account assignment rules ?

I am able to create Case and Lead assignment rules and they are directly available in the Settings. How do I enable assignment rules for accounts and from where ? I searched the documentation but was unable to find or activate.
9 risposte
  1. Eric Praud (Activ8 Solar Energies)
    10 lug 2020, 12:12
    Hi Archan,

     

    Assignment rules do not exist for Accounts out of the box. You can create your own by using flows or process builder. I'm pretty sure there are some on the appexchange also
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