Custom Assignment Rule

by Endive SoftwareSalesforceFree

Automatically assigns Salesforce records from any sObject to selected owners using set business criteria.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYAdmin and developer tools
UPDATED ON MARKETPLACE
Custom Assignment Rule — screenshot from the Salesforce AppExchange listing

What it does

Sets criteria for automatically assigning records to selected owners. The app extends Salesforce assignment rules beyond Leads and Cases to records under any sObject, including Accounts and Contacts. Its workflow follows the standard assignment rule process.

Key capabilities

from the Salesforce AppExchange listing

Custom record assignment

Automatically assigns records from any Salesforce sObject to selected owners.

Criteria-based routing

Uses criteria set for business operations to determine record ownership.

Standard rule workflow

Follows the standard Salesforce assignment rule process.

In the catalog

464 plugins in Salesforce Platform · Admin and developer tools

Price distribution: 274 free, 25 freemium, 165 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«As suggested by its name, Custom Assignment Rule is an app that will offer you the authority of automatic assignment of records under ‘any’ sObject to desired owners on the basis of the criterion you set for your business operations. With this app, we surpass the limitations of the automated assignment of records only …»

Official marketplace listing

Publisher
Endive Software
Updated on marketplace
Facts verified