topic Would like to know more about 'Enable assignment Rules" in 'Modify" Module in DemandTools

Would like to know more about 'Enable assignment Rules" in 'Modify" Module

Letty — Tue, 27 Feb 2024 18:20:26 GMT

I haven't found detailled information on how 'Enable Assignement Rules' feature is working. We use LeanData to rule our contacts and leads ownership, so if i trigger some contact with this feature checked will it follow our leandata rules? also i wouldn't like to change account ownership, so if i modify contact, will it only change contact ownership or other objects such as Account ?

Thanks!

Re: Would like to know more about 'Enable assignment Rules" in 'Modify" Module

Tony_Validity — Thu, 29 Feb 2024 12:29:32 GMT

Hi @Letty,

Enable Assignment Rules in DemandTools V will follow Salesforce Assignment Rules. You can change the ownership of accounts, leads, or cases alongside other modifications by selecting the Enable Assignment Rules checkbox. This Rule will change the ownership of Accounts, Leads or Cases, based on any active Assignment or Territory during update or insert operations.

Re: Would like to know more about 'Enable assignment Rules" in 'Modify" Module

Letty — Thu, 29 Feb 2024 13:08:07 GMT

Thankd Tony,

so if i update some contacts (only) and check the box, it will change also account (and other objects) ownership? (it is not what i want to)

thanks!