Salesforce Lead Assignment Rules
Salesforce Lead Assignment Rules are used to automatically assign lead records to a particular user or queue based on different conditions. It can contain many rule entries that determine the assignee of a lead.
Rule entry specifies the:
- Sort Order which determines the order of evaluation of rule entries.
- Entry criteria determine that the response will be sent through which rule entry.
- Name of the user/queue to which the record should be assigned.
- An email template will be used to send the response.
We can create as many assignment rules as we want but only 1 can be active at a time. “Don’t Reassign Owner” determines if the user whose process stack is in use becomes the owner of the rule entity, or if it remains owned by its creator user.
Web to Lead
The process of capturing leads from a website is called Web-to-Lead. It allows organizations to generate a web form that they can add to their company’s website using which people can register themselves as a lead and show their interest in your product, the entries in that webform when submitted, create a lead record within Salesforce.com.
To allow the leads to be submitted through the web we need to enable web-to-lead then we need to create a web form. While generating the web form we can specify the fields we would like to capture from leads.
In web-to-lead form fields like Name and email should always be set explicitly. It asks for the return URL and also where the page will be redirected when the lead will be submitted through the web form. Web-to-Lead is limited to receiving 5000 leads per day.
Salesforce runs field validation rules before creating records submitted via Web-to-Lead and only creates records that have valid values.
Auto Response Rule
Lead Auto-response rules are used to automatically send an email response to the leads captured through the web. We can create as many auto-response rules as we want but only 1 can be active at a time. A rule can contain many rule entries.
Rule entry specifies the:
- Sort Order determines the order of evaluation of rule entries.
- Entry criteria determine that the response will be sent through which rule entry.
- “From” address & Name mentioned in the response.
- An email template will be used to send the response.
Salesforce processes each rule until it finds a match between the lead attributes and the rule entry criteria. When it finds the first match it sends the response according to it and other rule entry criteria after it is not evaluated.
If none of the rule entries matches the criteria then the response is sent according to the “Default Response Template” specified in Web-to-Lead settings to the leads registered from the Web.
Limits for Assignment, Auto-Response, and Escalation Rules
|
LIMIT |
VALUE |
|
Total rules across objects (Applies to any combination of workflow, assignment, auto-response, and escalation rules, active and inactive.) |
2,000 |
|
Active rules per object (Applies to any combination of active workflow, assignment, auto-response, and escalation rules, as well as record change processes.) |
50 |
|
Total rules per object (Applies to any combination of workflow, assignment, auto-response, and escalation rules, active and inactive.) |
500 |
|
Entries per rule |
3,000 |
|
Formula criteria entries per rule |
300 |
|
Filter criteria per rule entry |
25 |
|
Actions allowed per rule |
200 |
Let us now look at Lead Conversion.
