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Metadata API Developer Guide

Winter '25 (API version 62.0)

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AssignmentRules

File suffix and directory location.

Assignment rules for an object have the suffix .assignmentRules and are stored in the assignmentRules folder. For example, all Case assignment rules are stored in the Case.assignmentRules file.

AssignmentRules components are available in API version 27.0 and later.

AssignmentRule

Specifies whether the rule is active or not and its definition. Rules are processed in the order they appear within the AssignmentRules container.

Represents the fields used by the rule.

Declarative Metadata Sample Definition

The following is an example file showing two assignment rules on the Case object:

Wildcard Support in the Manifest File

This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File .

COMMENTS

  1. BREeze

    Customize your Lead or Case assignments with BREeze, a rules engine for managing your Leads and Cases. Implement complex assignment logic, back up and test your rules, set additional fields beyond owner and leverage your logic in Process Builder or Flow.

  2. Assignment Rule User Guide

    Create Assignment Rule. User can create new assignment rule by using this functionality. User can follow different steps: User can navigate to “New Assignment Rule” to create any new …

  3. DmlOptions.AssignmentRuleHeader Class

    Specifies the ID of a specific assignment rule to run for the case or lead. The assignment rule can be active or inactive.

  4. Metadata API Developer Guide

    Represents assignment rules that allow you to automatically route cases to the appropriate users or queues. You can access rules metadata for all applicable objects, for a specific …

  5. Run territory assignment rules without using APIs using Apex

    Run territory assignment rules without using APIs using Apex | IdeaExchange. Sales / Accounts & Contacts. We have territory assignment rules created to grant access to accounts and …

  6. How to create uneven Round Robin assignment rules

    I'd recommend using an apex trigger for this. One tip: you can have the trigger set a background field, then use Lead Assignment rules to allocate, similar to the standard round …

  7. Assignment Plug-in by GearsDesign

    Easily send records back through Assignment Rules using Process Builder or Flow. Compatible with Leads or Cases, this simple plug-in gives Administrators flexible options …

  8. Distribution Engine: Intelligent Lead Routing, Case …

    Distribution Engine is an easily configurable, intelligent, rules-based assignment engine that ensures your Leads, Cases, Contacts, Accounts, Opportunities or any Salesforce object are automatically distributed to the right team member at the …