Best Practices – How to Create Salesforce Lead Assignment Rules

If you have had hands-on experience with Salesforce, then you have probably come across Lead Assignment Rules. It is one of the most powerful features in Salesforce that automates the conduct generation process and customer support for your team. In doing so, it automates multiple tasks that need manual intervention, improves productivity and creates better patron experiences.

For example, client feedback for a limited edition product can be gathered distinctively and processed in comparison to the general line of products.

Lead Assignment Rules in Salesforce can help you with more and improve your business process. Here, we walk you through the basics of setting up Lead Assignment Rules in Salesforce and likewise take a look at some of the Best Practices taken part in setting up these rules.

How To Create Lead Assignment Rules in Salesforce?

Login to your Salesforce account and go to the Setup on the dashboard Apply the search container and type “assignment rules” and select Lead Assignment Rules. To create a brand-new assigning principle “Select New”

How To Create Lead Assignment Rules in Salesforce?

Type a name in the Rule Name box and define whether these rules would be activated for manually or automatically produced causes via web and email. Click Save Specify the rule criteria in the newly created rule by choosing “New” in Rule Enter

Step 1- Go to the “Enter the rule entry” window and specify an Order for the new rule( it defines the queue/ order in which the introduction “wouldve been” processed) Step 2- Specify whether the brand-new principle would be based on meeting a laid of criteria or a placed of formulas. In the dropdown container for Run this rule if, choose either “criteria are met” or “formula assesses to true” whichever applies to your rule Step 3- Define reps or queues to whom the new rule will ascribe results. You will have to use the lookup feature to find a specific rep or a squad. Click Save and you are done.

Keep The Rule Simple

There are two ways to set Lead Assignment Rules- the easy path and of course the complex way( one which you may think to be a problem solver ). A complex Lead Assignment Rule is the easiest way to ensure the least number of conducts pass through the funnel!

Let’s take an example – you are an appliance brand and sell a dozen different gadgets. You can define regulations to ascribe results based on the price of the product with the very best reps dealing with the high rollers increasing odds of sales and revenue. Musics simple right? Not quite, as your crest reps would have to master specifications, aspects, and USPs of each of the products and update their knowledge with every new model. Instead having reps assigned to handle specific products regardless of their rate would make the number of jobs easy for your team to answer queries, persuade customers and ensure more produces turn into sales.

The idea here is to keep the rule simple to ensure your patrons get the information they are looking for and find the most convincing arguings from your reps to ensure a successful transaction. If the simple rules don’t work for your business, then you can add more complexity to the rules but that’s its further consideration for another day.

Send The Leads to the Right Reps

This might sound like an antithesis of what we discussed earlier but it is important to designate the leads to the right reps at times. There was still several criteria you can use to define which representatives will be handled with conducts based on include the location, the area of interest, and the size of the deal.

This rule would apply to your company as it develops in sizing, and you have more than one rep assigned to a product line. For example, if you have five reps for your premium products, you’d like the best person in the team to handle the highest value products to increase your odds of success.

Don’t Let the Lead Go Cold

Business pundits have said this time and again and we reiterate- never let the lead-in travel cold. The notion for any organization is to respond to leads as soon as possible. The quicken at which you need to respond to the results depends on service industries you are in.

For example, if you are selling smartphones or other fast-selling goods the idea should be to respond to the customer within five minutes after the lead-in is generated. Of course, you have to take into account your hours of operations and other factors. For realty, vehicle, or other high-value transactions it is good enough to respond within 24 hours.

It is important here to set up backup governs in case the first representative to whom the conduct was assigned, fails to attend the lead within a set timeframe. Then, the lead-in should be directed to the next available rep or the next one on the line.

John may be the best person in the team to seal the bargain but overburdening John and leaving the rest of the team idle isn’t the smartest thing to do. Creating an alternative rule also adds to the competitive culture in “the organizations activities” and helps you in the long run.

Exam the Rules

Finally, giving governs is simply part of the process and it is important to see how your rules perform when push comes to shove. Salesforce has a built-in Test Console that features an Excel import/ export ability, and it makes it possible to experiment your rules.

You must exhaustively pass the mock exams before the tool runs live their lives your customers. Remember it is always a better option for your team to find flaws than for customers to spot them or see important leads move wasted due to technical reasons!

test the rules


Salesforce offers you built-in Lead Assignment Rules and they are essential for any small business operation. But as your business grows and so does the complexity, you need to tweak the rules to meet your unique business challenges and address pain degrees. Apply the best rules discussed in this post and you will see that the majority of your contributes flow through the sales funnel.

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