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Hi everyone, 

I'm currently importing Leads manually using Salesforce Inspector, but I noticed that the Lead Assignment Rules are not being triggered during the import process.

Everything works fine when creating Leads manually from the UI, the correct owner is assigned based on our active assignment rules. However, when I import Leads via Salesforce Inspector, the records are created, but they retain my user as the default owner instead of being routed according to the assignment rules.

Is there a way to trigger assignment rules when importing data via Salesforce Inspector?

6 answers
  1. Jun 25, 1:29 PM

    No, Salesforce Inspector doesn't trigger Lead Assignment Rules when importing Leads. That's why the records are being assigned to you instead of following your active assignment rules.  If you need the rules to run during import, Data Loader is usually a better option since it supports Lead Assignment Rules. If your routing needs are more complex (for example, matching leads to existing accounts or distributing them across teams), you may also want to look at dedicated lead routing tools. 

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