在Lead 或者Case上使用Assignment Rule会自动把 Lead Record或者Case Record分配给特定的人.
具体操作步骤如下:
To resolve in Lightning Experience:
- Navigate to Setup by clicking on the Gear icon and clicking Setup
- Click the Object Manager tab
- Select Case and click Case Page Layouts on the left
- Edit the relevant layout
- On the Layout console click Layout Properties
- Un-check on the 'Default' against the 'Case Assignment Checkbox' to disable
-
Click OK and save the changes to the Page
截图如下:
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创建Assignment的步骤:
- From Setup, enter Assignment Rules in the Quick Find box, then select either Lead Assignment Rules or Case Assignment Rules.
- Choose New, and then give the rule a name. Specify whether you want this rule to be the active rule for leads or cases that are created manually and via the web and email.
- Then click Save.
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