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Apex Reference Guide

Winter '25 (API version 62.0)

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DmlOptions.AssignmentRuleHeader Class

Dmloptions.assignmentruleheader properties.

The following are properties for DmlOptions.AssignmentRuleHeader .

assignmentRuleID Specifies the ID of a specific assignment rule to run for the case or lead. The assignment rule can be active or inactive.
useDefaultRule If specified as true for a case or lead, the system uses the default (active) assignment rule for the case or lead. If specified, do not specify an assignmentRuleId .

assignmentRuleID

public Id assignmentRuleID {get; set;}

Property Value

The ID can be retrieved by querying the AssignmentRule sObject. If specified, do not specify useDefaultRule .

If the value is not in the correct ID format (15-character or 18-character Salesforce ID), the call fails and an exception is returned.

useDefaultRule

public Boolean useDefaultRule {get; set;}

Type: Boolean

If there are no assignment rules in the organization, in API version 29.0 and earlier, creating a case or lead with useDefaultRule set to true results in the case or lead being assigned to the predefined default owner. In API version 30.0 and later, the case or lead is unassigned and doesn't get assigned to the default owner.

Automation Champion

Automating Salesforce One Click at a Time

Running Lead Assignment Rules From Salesforce Flow

Last Updated on February 14, 2022 by Rakesh Gupta

To understand how to solve the same business use case using Process Builder . Check out this article Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder) .

Big Idea or Enduring Question:

How do you run the lead assignment rule from the Salesforce flow? Lead assignment rules allow us to automatically assign Leads to the appropriate queue or user. A Lead assignment rule consists of multiple rule entries that define the conditions and order for assigning cases. From a Salesforce User interface, a user can trigger assignment rules by simply checking the Assign using the active assignment rules checkbox under the optional section.

The problem arises when you need to insert or update the Leads from Salesforce Flow and wants to trigger assignment rules. Using the Salesforce Flow a Lead will be inserted or updated but the assignment rule will not be triggered as there is no check box to use the organization’s assignment rule or a prompt to assign using the active assignment rule.

Let’s start with a business use case.

Objectives:

After reading this blog post, the reader will be able to:

Running the lead assignment rules from Salesforce Flow
Understand @InvocableMethod Annotation
How to call an Apex method using Salesforce Flow

Business Use Case

Pamela Kline is working as a System administrator at Universal Containers (UC) . She has received a requirement from the management to update the following Lead fields when Lead Source changed to Partner Referra l .

Status = Working – Contacted
Rating = Hot

As data changed by the process, she wants to fire the assignment rule as soon as the process updates the lead record.

Automation Champion Approach (I-do):

Guided Practice (We-do):

There are 4 steps to solve Pamela’s business requirement using Salesforce Flow and Apex. We must:

Setup a lead assignment rule
Create Apex class & Test class
Define flow properties for record-triggered flow
Add a decision element to check the lead source
Add an assignment element to update status & rating
Add a scheduled path
Add a decision element to check if lead source changed
Add action – call an Apex class to invoke lead assignment rule

Step 1: Setting Up Lead assignment Rule

Click Setup .
In the Quick Find box, type Lead Assignment Rules .
Click on the Lead Assignment Rules | New button .
Now create an assignment rule, as shown in the following screenshot:

Step 2: Create an Apex class and Test class

Now, we have to understand a new Apex annotation i.e . @InvocableMethod . This annotation lets us use an Apex method as being something that can be called from somewhere other than Apex . The AssignLeadsUsingAssignmentRules class contains a single method that is passing the ids of the Leads whose Lead Source changed to Partner Referral . Create the following class in your organization.

In the Quick Find box, type Apex Classes .
Click on the New button .
Copy code from GitHub and paste it into your Apex Class.
Click Save.

Step 3.1: Salesforce Flow – Define Flow Properties for Before-Save Flow

In the Quick Find box, type Flows .
Select Flows then click on the New Flow .
How do you want to start building : Freeform
Object : Lead
Trigger the Flow When : A record is created or updated
Condition Requirements: None
Optimize the Flow For : Fast Field Updates
Click Done .

Step 3.2: Salesforce Flow – Using Decision Element to Check the Lead Source

Now we will use the Decision element to check the lead source to ensure that it is equal to Partner Referral.

Under Toolbox , select Element .
Drag-and-drop Decision element onto the Flow designer.
Enter a name in the Label field; the API Name will auto-populate.
Under Outcome Details , enter the Label the API Name will auto-populate.
Resource: {!$Record.LeadSource}
Operator: Equals
Value: Partner Referral
When to Execute Outcome : Only if the record that triggered the flow to run is updated to meet the condition requirements

Step 3.3: Salesforce Flow – Adding an Assignment Element to Update Rating and Status

Drag-and-drop the Assignment Element element onto the Flow designer.
Enter a name in the Label field- the API Name will auto-populate.
Field: {!$Record.Rating}
Add Condition
Field: {!$Record.Status}
Value: Working – Contacted

Click Save .
Enter Flow Label the API Name will auto-populate.
Click Show Advanced .
API Version for Running the Flow : 53
Interview Label : Record-Trigger: Lead Before Save {!$Flow.CurrentDateTime}

Step 4.1: Salesforce Flow – Define Flow Properties for After-Save Flow

Field : Lead Source
Operator: Euqals
Optimize the Flow For : Action and Related Records

Step 4.2: Salesforce Flow – Add Scheduled Paths

Under SCHEDULED PATHS , click on the New Scheduled Path .
Under Scheduled Path Details , enter the Label the API Name will auto-populate.
Time Source : Lead: Last Modified Date
Offset Number : 1
Offset Options : Minutes After

Step 4.3: Salesforce Flow – Adding an Action to Call Apex class to Trigger Lead Assignment Rule

Drag-and-drop the Actions element onto the Flow designer.
Select the AssignLeadsUsingAssignmentRules Apex class.
Field: LeadIds
Value: {!$Record.Id}

Interview Label : Record-Trigger: Lead After Save {!$Flow.CurrentDateTime}

Proof of Concept

Now onward, if a business user updates the Lead Source to Partner Referral , Process Builder will automatically update Status , Type , and Assign it to the right user or queue based on the lead assignment rule.

Monitor Your Schedule Flow

To monitor Flows that are scheduled, navigate to the following path:

Navigate to Setup (Gear Icon) | Environments | Monitoring | Time-Based Workflow .

Use the Delete button to delete the time-based Flow job from the queue.

Formative Assessment:

I want to hear from you! What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? Let me know by Tweeting me at @automationchamp , or find me on LinkedIn.

Submit Query!

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9 thoughts on “ running lead assignment rules from salesforce flow ”.

It ran repeatedly, every minute, over and over again. I was getting notification email every minute when testing. I did the same steps as you mentionned, with a record triggered flow containing the apex action.

I found that this ran repeatedly, every minute, over and over again. Was easy to spot because I modified the Apex to include sending the user notification email as well – so I was getting notification email every minute when testing.

When I updated the ‘Time Source’ in the flow scheduled path from ‘Time Source: Lead: Last Modified Date’ to ‘Time Source: When Lead is Created or Updated’ that seems to have solved the problem.

Was curious if you had the same experience or if there was some other nuance happening.

It also looks like you had originally intended to use a decision element in step 4.3 but changed that to flow entry requirements, likely because the scheduled path can’t assess the prior and current values the same way the starting node can.

Thank you for sharing your valuable feedback. I have a quick question for you: When executing the Apex class, do you utilize a Record-triggered Flow or a Scheduled-triggered Flow?

after the apex class fires, noticed the lead owner is assigned to default lead owner, instead of using lead assignment rule. Any clue?

Thank you for an excellent tutorial 🙂 you solved my problem! Very much appreciated

Anyone getting issues with an error on mass updates “Apex error occurred: System.QueryException: List has more than 1 row for assignment to SObject “? if each one is called individually, I don’t understand how there is more than 1 row for assignment. Sometimes I get an email with this error only to see that the trigger actually worked for the specified record so a bit odd. Thanks!

Thank you for the great tutorial. Why add the 1 minute wait? Is that just to take avoid too much synchronous automation? Or is it required for another reason?

You’re right Kevin (to make the process asynchronous).

Pingback: Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder) - Automation Champion

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Assignment Rules

View and Edit Assignment Rules
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Assignment rules automate your organization’s lead generation and support processes. Use lead assignment rules to specify how leads are assigned to users or queues. Use case assignment rules to determine how cases are assigned to users or put into queues.

Required Editions

Lead assignment rules can assign leads regardless of whether leads are created manually, are generated from Web-to-Lead forms, or are imported using the Data Import Wizard.

Case assignment rules can assign cases regardless of how cases are created. Cases can be created manually or automatically using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal, Outlook, or Lotus Notes.

Organizations typically use one rule for each overall purpose. For example, use one lead assignment rule for importing leads and use a different lead assignment rule for web-generated leads. Or use one case assignment rule for standard use and one case assignment rule for holiday use. For each rule type, only one rule can be in effect at any time.

Each rule consists of multiple rule entries that specify exactly how the leads or cases are assigned. For example, your standard case assignment rule can have two entries: cases with “Type equals Gold” are assigned to the “Gold Service” queue, and cases with “Type equals Silver” are assigned to the “Silver Service” queue.

To create an assignment rule, from Setup, enter Assignment Rules in the Quick Find box, then select Lead Assignment Rules or Case Assignment Rules .

Sample Assignment Rule

The following case assignment rule assigns a case to a specific queue based on the account rating:

Rule Name — Hot Account Assignment

Rule Entries:

Set Up Assignment Rules

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How to Re-run Salesforce Lead Assignment Rules: Flows & Apex

Salesforce Lead assignment rules ensure Leads are assigned to the appropriate user or queue for follow up. They also liberate marketers from trying to maintain sales territory logic within their Marketing Automation Platform (MAP).

>> Related: How to Build a SLA Alert in Salesforce <<

When a new Lead is created, Salesforce will use logic you’ve configured to assign the record to the appropriate user or queue. But what if you need to re-run that logic on existing records ?

In this post:

Re-running Lead Assignments for just a few Leads

If you only need to do this for a single Lead record, the solution is simple. Edit the record and select the optional “ Assign using active assignment rule “ checkbox.

Edit Lead Screenshot with Assign box checked

If you need to do a one-time batch reassignment of a number of records, export the relevant Lead Ids. Then use the Apex Data Loader to trigger assignment rules to fire. You can grab the ID of the appropriate Lead Assignment Rule from the URL bar when viewing the rule in Setup. It will always start with the prefix “01Q” .

But you may want to automatically re-run Salesforce Lead Assignments

But you may want to re-run assignment rules automatically under certain conditions. For example: you may assign Leads under a certain Lead Score to a Queue. When the Lead Score increases over the threshold, you then want to re-run assignment rules to assign to an inside sales rep for follow up.

To do this, we combine Flow and an Apex Invocable method. We take advantage of the power of Apex with the flexibility to declaratively (clicks, not code!) control the logic of when to re-run the assignment rules, without having to edit any code.

Using Apex for Salesforce Lead Assignment Rules

Let’s start with the code.

Since we’re writing code here, we’ll need to start in a sandbox org first before deploying to production. You’re smart and already knew that you’d NEVER make changes in production without first testing in a sandbox ( right?! ), but in this case, Salesforce doesn’t trust you either way and forces you to write your code in a sandbox org before moving to production.

We’ll be creating an Apex class with a single method with the @InvocableMethod annotation, which allows us to call our Apex from within a Flow. The method accepts a single parameter (a list of the Lead Ids to be assigned) that you’ll pass into the method from your Flow.

That’s it. Just those four lines are all you need in your code. The logic for firing the assignment rules will be configured in one or more Flows.

Now, in order to actually deploy this to your production org, you’ll also need to create a test class to cover your code and ensure that it functions as expected in your environment. A sample test class might look like this (but this is extremely basic):

Work with a developer to ensure you’re accounting for any requirements specific to your Salesforce instance.

Using Salesforce Flows for Lead Assignment Rules

Now we’ll create our declarative logic of when to fire the code, using a Flow.

1) Create a new Flow by searching for Flows under Setup and clicking the New Flow button in the top right. This example is for a Record-Triggered Flow , but you can design it a number of ways.

2) Select the Lead object for your Flow and configure the trigger for when a record is created or edited .

3) Then set the Entry Conditions. In this use case, we want to re-assign Leads after they meet a certain Lead Score. Select “custom condition logic is met. ” Set the condition that the Lead Score is greater than or equal to 100.

Under the “When to Run the Flow for Updated Records” section, select the option to only execute when a record is updated to meet the condition requirements . This means we’ll only execute the actions if the record previously did not meet the criteria, but now does after being updated.

4) Without getting into too much detail, because of Triggers and Order of Execution , we can’t call our code in an immediate action. Instead, we’ll create a scheduled path to call our Apex method.

In this case, we want the logic to execute ASAP, so we’ll set the schedule for 0 minutes from now.

5) Once saved, we can create a new action. Click to Add a New Element , and select an Action type. Give your action a name, and select the Apex class you created earlier. Set the Apex Variables leadIds using the Field Reference of the Lead Id that started the process.

6) After saving, your Flow looks like this:

Activate your flow, test in your sandbox, and deploy to your production org. Since the code is fired under a scheduled action, there is a slight delay before the reassignment happens. In my experience, it’s usually <2 minutes, but you can monitor this under Setup > Flows and viewing the Paused and Waiting Interviews section.

The nice part about this approach is that if your requirements change – for example if your Lead Score threshold changes to 150 instead of 100 – you can change the logic in your Flow (Step 3) without having to touch any code.

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Apex: Assign owner using Lead Assignment Rules

Updated: Jun 26, 2020

Lead Assignment Rules are really important in your Org if you want to properly manage your sales pipeline. Most companies are using some kind of round-robin where every lead is assigned to a different Sales Rep or they are using some rules based on territory.

When you manually edit a lead, there's a small checkbox, allowing you to assign the owner based on those rules, but sometimes you need to massively create/update/reassign leads.

Here's a really simple script you can use to apply the rules in Apex!

1. Create a Database.DMLOptions object where you can set the assignmentRuleHeader.useDefaultRule property to true. That's the magic property that will tell Salesforce to apply the Assignment Rules.

2. Use a simple SOQL query to get the leads where you want to update the owners.

3. Use the setOptions function on lead. That will make Salesforce use the options we created before when the database operation will be called on that lead.

4. Update the lead collection.

I can easily remember a few scenarios where that simple code would have been useful. I hope it can save you some time too, let me know in the comments if it did!

Visit the Salesforce documentation for more information about the Database.DMLOptions object!

Comentários

Setting Lead Assignment Rules with Apex

If you want to create a new Lead via Visualforce or web form with Apex it’s very possible you could overlook the Assignment Rules. As you might know, it’s not even always obvious on the native Lead creation layout. Notice the lower left corner checkbox in the screenshot below.

To enforce Assignment Rules in Apex you’ll need to instantiate the Database.DMLOptions class, set the useDefaultRule property of assignmentRuleHeader to True, and finally call a native method on your Lead called setOptions, with the Database.DMLOptions instance as the argument. The code below demonstrates:

Have questions? Let us know in a comment below, or contact our team directly. You can also check out our other posts on Apex .

About The Author

2 thoughts on “Setting Lead Assignment Rules with Apex”

Great post! It solve my problem. Thanks!

Can someone one send me a samlpe Apex trigger?I tried all the operations and keep getting error when triggered. Some of the errors are below:System.SObjectException: DML statment cannot operate on trigger.new or trigger.old: Trigger.myTrigger: System.FinalException: Record is read-only: Trigger.myTrigger: