CRM On Demand - Administration (MOSC)

MOSC Banner

Assignment Rules

edited Apr 7, 2011 5:28AM in CRM On Demand - Administration (MOSC) 5 commentsAnswered
 Dear CRM-ers:


I have a couple of question about Assignment rules.

I have setup the following:

 

1) Data rules & Assignment --> Account Assignment Rules

Rule group: Account Assignment Terriotory Test set Active

Rule: Assignment Rule, Assign to: ACC21/BL, Assign To Territory: Germany

 

Include Related Contactà Check Enable

Include Related Opportunities -->Check enable

Include Team Assignment --> Check enable

Under Team Assignement: I add 3 different users

And the next rule criteria:

Field name: Location

Condition: Contains exact field value

Value: Breda

First verification questions: If I make a new record with all these condition the record should be assigned to the first one in the team?, when the record is saved with location Breda

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center