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Assignment Rules For Custom Objects

Salesforce’s ability to easily add new custom objects is one of its strongest features. For the most part, the custom object has all of the functionality you have on standard objects – in some cases even more – such as Workflow, Custom Fields, Reporting, etc. Unfortunately one feature that is missing is the ability to build out an assignment rules set to assign Owners to any new records of the custom object. As of Summer 15, assignment rules are limited to just the Leads and Cases objects. But what if the process you have built out on the custom object needs to also do assignments?

If the assignments logic is simple enough, Process Builder is an easy way to go. It’ll let you centralize the rules in one place in a decision tree like format and it won’t chew up your Workflow rule limits. However, Process Builder quickly gets unwieldy if you have too many different rules / assignments that you need to manage. It can be done, but it’s going to be rough to manage.

This is exactly the type of use case we built BREeze for. At its core, BREeze is a business rules engine that allows you to assign any field, on any object, at any time. As you can see below, the interface is essentially just like the standard assignment rules interface you use for Leads and Cases. What we’ve done is extend this out so that these rules can be applied on any object. In the below, we have a custom object called “Widgets”. Based on the type of widget being created in salesforce, we need to assign to a different Owner or Queue. Assigning out the Owners is exactly like you would for Leads or Cases.

Custom Object Assignment Rules with BREeze

Custom Object Assignment Rules with BREeze

BREeze – Assignment Rules for Custom Objects from GearsCRM on Vimeo.

You might notice that we’re also assigning some other fields besides just the Owner. In rules 2 and 3, we also need to set a Priority field so that these get processed differently. One big additional feature of BREeze is that our rules are not just for the Owner field, but can be for any field – and any number of fields in a rule. So, if you need to set the Owner and other supporting fields, you can do that in one rule, like below. Finally, you’ll see the “Stamp Rule text”. This is a standard function that allows you to stamp the record with the last rule the updated. If you have a lot of assignment rules, you know the frustration of trying to figure out why a record is being assigned incorrectly. With this, you’ll be able to look at the record being assigned wrong and see exactly which rule did the assignment.

Creating a Rule with BREeze

Creating a Rule with BREeze

BREeze has all of the same functionality as normal assignment rules – ability to order the rules, complex AND/OR logic and the ability to assign Owners or Queues to a record. In addition, it includes a ton of advanced functionality, like the ability to assign multiple fields, but also features like advanced testing and rule stamping, the ability to fire the rules set whenever you need, not just on record insert and the ability to expand it with custom functions.

To learn more, check out the BREeze app page for more information, or contact us and let us know what your use case is. BREeze’s pricing is based on the number of objects you are looking to have rules against, so if you’re interested in the above and just need to do assignments for a custom object, it would be our Single package.

BREeze. Any Field. Any Object. Any Time.

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