What are rulesets?
A ruleset is a rule or group of rules that will be leveraged in order to determine assignment.
In the past, rules were a part of queues - we have decoupled them to make them a re-usable asset across products.
What types of rules can you create?
You can create ownership rules as well as general string-based rules.
Ownership Rules
Ownership rules are configured to route an existing record to the owner in your salesforce system if one exists, given the team pairing.
All Fields
All fields will be used to create general string-based rules.
Can you leverage "ownership fields" and "all fields" in the same ruleset?
Yes!! You can have both rule types in the same ruleset with an "OR" operator to designate either rule should hit. Alternatively, you can use an "AND" operator to designate both rules that need to be true in order to run.
For example:
What does this mean?! It means you can create a rule similar to the following:
Related Lead, Lead Status = Contacted AND Lead Owner, Email = Assignee Email Address
What are the operators?
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Example |
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is equal to |
Company equals Sam’s Club |
Single |
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is not equal to |
Company does not equal Sam’s Club |
Single |
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is any of |
Company is any of: Sam’s Club, Chili Piper, etc. |
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is not any of |
Company is not any of: Sam’s Club, Chili Piper, etc. |
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contains |
Company contains Club |
Single |
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does not contain |
Company does not contain Club |
Single |
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contains any of |
Company contains any of: Club, Piper, etc. |
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is less than |
Revenue is less than 5 |
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is greater than |
Revenue is greater than 5 |
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is less than or equal to |
Revenue is less than or equal to 5 |
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is greater than or equal to |
Revenue is greater than or equal to 5 → only one numerical value |
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starts with |
Company starts with C |
Single |
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starts with any of |
Company starts with C, P |
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is not empty |
cannot enter any value |
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is empty |
cannot enter any value |
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