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What is Lead Assignment rule in Salesforce and How to create Lead Assignment rules in Salesforce 

Salesforce Hulk
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This video explains Lead Assignment rules in depth in an interesting way and fun way.
He divided this video into 4 parts:
- What is the need for Lead Assignment Rules?
- What are assignment rules in Salesforce?
- How to create one?
- How many assignment rules can be active at a time?
Hope you like & enjoy the video, feel free to comment down on the bottom if you have any question
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Grow your business with THE BEST SALESFORCE IMPLEMENTATION and CONSULTANCY SERVICES
Reach us out here: cyntexa.com
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Get the BEST SALESFORCE COURSES & TRAINING here shreysharma.com
----
STALK ME ON:
Instagram: / imshreysharma
Facebook: / salesforcehulk
Twitter: / iamshreysharma
LinkedIn: / imshreysharma
----
Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his RU-vid channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
#salesforce
#salsesforcehulk
#learnsalesforce

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17 дек 2017

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Комментарии : 78   
@srihoney9144
@srihoney9144 5 лет назад
Ur vlogs are really amazing..nd I learned lot frm ur videos..no one in the world explains like u
@FullThrottleFlashbacks
@FullThrottleFlashbacks 5 лет назад
Great video. Thank you for the help!
@Hjoshi_1
@Hjoshi_1 5 лет назад
Great work bro. Your videos are very helpful for me and specially this one.
@saikazumi3060
@saikazumi3060 6 лет назад
Really nice videos.. Amazing energy.. keep it up.. 🙂
@gdind2003
@gdind2003 6 лет назад
Very informative video on lead Assignment rules!
@shajibahsan8267
@shajibahsan8267 4 года назад
Excellent . Crystal clear
@adeniaflinn6763
@adeniaflinn6763 2 года назад
1:51 "That seems good" Thank you for bringing a bit of levity to learning, that made me laugh! 😂
@chithraprakash8392
@chithraprakash8392 5 лет назад
Thank you very much for your great video, as always. I am very grateful. Please upload more videos. Your videos helps me learn the concept very clearly.
@monicabatra439
@monicabatra439 4 года назад
hey chithra, if you like salesforce videos then check out this channel also. ru-vid.com/show-UCej2O8W9gR-Bcsne9cYhNqwvideos
@yashasvitalwar4246
@yashasvitalwar4246 3 года назад
Yet another superb video... Complex concept explained in easiest possible manner. One question: Assignment rules and Omni channel... how can these 2 work together? Can we Assign to Queue using Assignment Rule and then Omni channel picks from Queue and assigns to users using Productivity formulas?
@testingdpc
@testingdpc 6 лет назад
Quite entertaining and informative on the salesforce assignment rules. Thumbs up.
@SalesforceHulk
@SalesforceHulk 6 лет назад
Thanks Ian, glad to know you enjoyed it.
@sudhirjoelkokila4499
@sudhirjoelkokila4499 6 лет назад
Wow great job buddy
@amirsuhail3423
@amirsuhail3423 6 лет назад
Bro please upload some video from development part like MVC, Visual force pages and Apex programming.. I will be very grateful, Thank you
@jyotigarg1671
@jyotigarg1671 5 лет назад
nice n helpful video..👍👍
@nuellasbravejourney
@nuellasbravejourney 5 лет назад
Thank you!!
@jayshah6029
@jayshah6029 4 года назад
How salesforce matching rule and duplications rules are works for the online or email leads?
@SachinSingh-jv3nz
@SachinSingh-jv3nz Год назад
if we can perform insertion by DML operation or by data loader then how we can checked check box as per display?
@gurpreetrajput
@gurpreetrajput 4 года назад
Awesome !
@shurooshekhar6695
@shurooshekhar6695 3 года назад
very helpful !!
@shravanibadugu1163
@shravanibadugu1163 5 лет назад
In which object we are having price related information which customer has to pay to buy any plan
@alig6689
@alig6689 2 года назад
Hi there, I have 4 forms for each city, how should I do web to lead form in this situation ?
@alig6689
@alig6689 2 года назад
website got 4 pages with job offer forms, London form, sydney form, Melbourne form & Newyork form. Now to capture each form record through web to lead, what should be the solution here ? THANKS
@alig6689
@alig6689 2 года назад
Hi there, I have 4 forms for each city, how should I do web to lead form in this situation ? Forms picklist field should be hidden, Not visible on Form ?
@mounikareddy3475
@mounikareddy3475 4 года назад
Really nice
@shravaniphadke8957
@shravaniphadke8957 5 лет назад
please upload video on "reports and dashboard"
@bommanasrinu421
@bommanasrinu421 4 года назад
Good explanation
@sasmitapradhan2208
@sasmitapradhan2208 6 лет назад
can u pls add a video regarding datamanagement and duplicate management.
@BarkhaPatel-lx8lw
@BarkhaPatel-lx8lw Год назад
Does the lead assignment rules work for guest user?
@gauravkrmodi2221
@gauravkrmodi2221 Год назад
What if we want to divide leads equally into two sales person without any criteria?
@AzA-ok4jq
@AzA-ok4jq 6 лет назад
Thanks for the videos! How can I contact you?
@naveenmosuru4556
@naveenmosuru4556 3 года назад
what if "Do not reassign owner" is set to true and the lead is generated from the web. In this case, how can we assign the lead owner?
@MohanKumar-kf2sm
@MohanKumar-kf2sm 4 года назад
how to get assign using active assignment check box please help me
@baldevsinghjakhar2755
@baldevsinghjakhar2755 6 лет назад
Thank you for the wonderful video :)
@SalesforceHulk
@SalesforceHulk 6 лет назад
Your welcome! Stay tuned, more to come.
@veeshonroad3860
@veeshonroad3860 2 года назад
Please help with one scenario,, Lead is created and shared with a Group by clicking Sharing. Now how to notify those users via mail belonging to that group which the lead is shared. Someone help. Thanks
@EDHOKATIESEDDAM
@EDHOKATIESEDDAM 5 лет назад
Cool😍
@khizarmuhammad9391
@khizarmuhammad9391 3 года назад
quite informative buddy keep it up
@SalesforceHulk
@SalesforceHulk 3 года назад
Thanks a ton
@GopinathMamidi
@GopinathMamidi 5 лет назад
you are awesome!!!
@SalesforceHulk
@SalesforceHulk 5 лет назад
Thanks :)
@alig6689
@alig6689 2 года назад
Hi there, I have 4 forms for each city on website ---- Forms picklist field should be hidden in the form, Not visible on Form --- On the website the user is filling the form & the field of form picklist is hidden--- but in salesforce i wanna know that this record/lead is from which form ? should I create 4 Web to lead forms 1- Newyork page web to lead form 2- London page web to lead form 3- Sydney page web to lead form 4- Melbourn page web to lead form ( I need solution of this ? )
@Starchacha
@Starchacha 3 года назад
Amazing ..... I like it 👍
@SalesforceHulk
@SalesforceHulk 3 года назад
Thanks!
@surisettivenutulasi21
@surisettivenutulasi21 2 месяца назад
😁 will watch now what are Queues
@user-yn1gw8ss3j
@user-yn1gw8ss3j Месяц назад
From some user licenses iam unable to assign the user based on criteria. Which user license are we can introduce this lead Assignment Rules.
@SalesforceHulk
@SalesforceHulk 27 дней назад
Salesforce license has standard as well as custom object access but Salesforce platform license do only have custom object access.
@janzverina3620
@janzverina3620 4 года назад
this guy is lit
@prachipushkar904
@prachipushkar904 4 года назад
I want to learn from basics means from the very beginning from what is Salesforce to how to work on it..From where I can learn and find those videos.
@ssemakulanelson6747
@ssemakulanelson6747 4 года назад
Subscribe to Salesforce hulk and aswell signup for trail head
@9861016125
@9861016125 6 лет назад
Your videos are very much helpful. Just want to give a small suggestion dont be much dramatic means sometimes your face is coming from left ,sometimes from right so its little bit showy. Instead it can be simple as you are giving very good explanation. :) just a suggestion from your viewer please dont take me wrong..
@sravzk9796
@sravzk9796 5 лет назад
@salesforcehulk hiii... Very informative video but one question as we all know that assignment rules are available only for leads and cases then how to assign for custom objects for example: if I need to assign a candidate to a recruiting officer based on the country without assignment rules how can I do? Should I create multiple workflow rules with field update on single object or should I create sharing rules? Please answer me
@SalesforceHulk
@SalesforceHulk 5 лет назад
Create a process with a field update action in which update the owner field to assign candidate to a recruiting officer.
@sravzk9796
@sravzk9796 5 лет назад
@@SalesforceHulk u mean process builder ?
@SalesforceHulk
@SalesforceHulk 5 лет назад
@@sravzk9796 YES.
@villejohn8926
@villejohn8926 4 года назад
hi, how to assign hundreds of leads to one single employee? hope you can answer me. thank you
@ADityASaIcvr
@ADityASaIcvr 4 года назад
You can use import wizard tool to import hundreds of leads from a csv file and before inserting you have to select your custom assignment rule under Assign All Leads Using this Assignment Rule.
@kalpanawankhede2682
@kalpanawankhede2682 2 года назад
How many assignment rules do we cancreate in single instance?
@FeverishCalm
@FeverishCalm 6 лет назад
Good information, very helpful! However, I do have a request. :) Could you please slow down when you're talking? I sometimes can't catch everything you're saying and I would like to. Thanks again for the video and the help!
@SalesforceHulk
@SalesforceHulk 6 лет назад
Hey Won. I am trying hard to slow it down but unable to. Will put captions really soon. Will that help?
@FeverishCalm
@FeverishCalm 6 лет назад
I think that'd be excellent, thank you for following up on my feedback!
@whlum9440
@whlum9440 6 лет назад
Won, you can adjust the speed of the youtube video by selecting Settings > Speed > 0.75 (anything lower than 1).
@patrickbateman7665
@patrickbateman7665 5 лет назад
You are not watching my videos right ? 😁😁 Great Humour
@vikashkumar-ei4og
@vikashkumar-ei4og 11 месяцев назад
It will work if OWD is private for lead?
@SalesforceHulk
@SalesforceHulk 11 месяцев назад
Yes, it will create the record through web-to-lead if the OWD is private
@vikashkumar-ei4og
@vikashkumar-ei4og 11 месяцев назад
@@SalesforceHulk I checked, Lead assignment rule not working when a user insert record manually using UI. And In this case OWD also private for lead. For bulk upload this works..... I don't understand why 😭?
@vikashkumar-ei4og
@vikashkumar-ei4og 11 месяцев назад
@@SalesforceHulk please reply for mentioned case . 🙏🙏
@JanyaK
@JanyaK 2 года назад
Where do videos of Salesforce Hulk start 😃
@hemlatha898
@hemlatha898 Год назад
👍
@thehulk2642
@thehulk2642 3 года назад
10:57 "Assign using active assignment rule" Important. I wasted my rime because of this.🙂🙂🙂
@SalesforceHulk
@SalesforceHulk 3 года назад
Thanks
@juancts
@juancts 4 года назад
this are the escalation rules?
@shurooshekhar6695
@shurooshekhar6695 3 года назад
The escalation rule works for Case and not with Lead.
@starman9000
@starman9000 4 года назад
One lesson for you, don't say 'different different conditions' if you say once 'different conditions' is enough! reduce repetitive words or phrases.
@sureshrao4051
@sureshrao4051 5 лет назад
Hi very good videos but create esculation rules
@tbhlul1666
@tbhlul1666 4 года назад
ur lit
@christopherkey2272
@christopherkey2272 4 года назад
i cant understand half of what you're saying. But thanks and good video. Maybe just fully pronounce the word. like heavy pronunciation on certain letters helps alot
@vidyutdevam2303
@vidyutdevam2303 6 лет назад
02:39 oh , Actually i know way toooo much about queues.
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