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You're reading from  Salesforce for Beginners - Second Edition

Product typeBook
Published inOct 2022
PublisherPackt
ISBN-139781803239101
Edition2nd Edition
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Authors (2):
Sharif Shaalan
Sharif Shaalan
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Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

Timothy Royer
Timothy Royer
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Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer

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Summary

In this chapter, we learned what an assignment rule is and how to create a lead and a case assignment rule. We learned what queues are and how to assign records to queues using assignment rules. We also understood what rule entries are and how to create multiple rule entries for a single assignment rule. Then, we applied these skills to real-life use cases to help you understand how assignment rules are used within the context of a business.

In the next chapter we will cover advanced data types.

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Salesforce for Beginners - Second Edition
Published in: Oct 2022Publisher: PacktISBN-13: 9781803239101

Authors (2)

author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer