Sales Rep Assignment Rules groups 3 related components across Workflows. The configuration centers on workflows and includes configuration records that support the process.
How the pieces work together
- This configuration has 3 documented components, with the strongest activity in Workflows.
- Review the scripts and workflows first when changing how sales rep assignment rules behaves.
- Use the fields, lists, records, and searches as supporting configuration for the process.
Components
| Component | Type | Role in this configuration |
|---|---|---|
| Sales Rep Assignment Rules Workflow | Workflow | Controls routing, status, or approval steps for sales rep assignment rules. |
| Sales Rep Assignment Rules Workflow | Workflow | Controls routing, status, or approval steps for sales rep assignment rules. |
| Sales Rep Assignment Rules Workflow | Workflow | Controls routing, status, or approval steps for sales rep assignment rules. |
What to review first
- Confirm the process owner understands the components listed above.
- Review scripts and workflows before changing supporting fields or searches.
- Validate saved searches and fields after any workflow or script change.