Assignment Rule: In terms of assigning Leads and cases, you can set the assignment rules so based on the criteria you can assign them to either a user or queue. This will help to auto routing of leads & cases as their volume is large and don;t need manual intervention.
https://help.salesforce.com/HTViewHelpDoc?id=customize_leadrules.htm&language=en_US
https://help.salesforce.com/HTViewHelpDoc?id=customize_leadrules.htm&language=en_US
Managing Assignment Rules
| Available in: Salesforce Classic and Lightning Experience |
Lead Assignment Rules available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Case Assignment Rules available in: Professional, Enterprise, Performance, Unlimited, and DeveloperEditions |
| User Permissions Needed | |
|---|---|
| To create or change assignment rules: | Customize Application |
Create assignment rules to automate your organization’s lead generation and support processes.
- Lead Assignment Rules—Specify how leads are assigned to users or queues as they are created manually, captured from the web, or imported via the Data Import Wizard.
- Case Assignment Rules—Determine how cases are assigned to users or put into queues as they are created manually, using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal, Outlook, or Lotus Notes.
Typically, your organization will have one rule for each overall purpose—for example, one lead assignment rule for importing and a different lead assignment rule for web-generated leads; or 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 may have two entries: cases with “Type equals Gold” are assigned to “Gold Service” queue, and cases with “Type equals Silver” are assigned to “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:
| Order | Criteria | Assign To |
|---|---|---|
| 1 | ISPICKVAL(Account.Rating, "Hot") | Tier 1 Support Queue |
| 2 | OR( ISPICKVAL(Account.Rating, "Warm") , ISPICKVAL(Account.Rating, "Cold") ) |
Validation Rule: Validation rule will check the record's data is accurate (as per conditions defined in the rule) before it is saved to the database. This will help to keep data accurate, clean & consistent.
https://help.salesforce.com/HTViewHelpDoc?id=fields_about_field_validation.htm
Validation Rules
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.
After you have defined validation rules:
- The user chooses to create a new record or edit an existing record.
- The user clicks Save.
- All validation rules are verified.
- If all data is valid, the record is saved.
- If any data is invalid, the associated error message displays without saving the record.
- The user makes the necessary changes and clicks Save again.
You can specify the error message to display when a record fails validation and where to display it. For example, your error message can be “The close date must occur after today's date.” You can choose to display it near a field or at the top of the page. Like all other error messages, validation rule errors display in red text and are preceded by the word “Error”.
Validation rules apply to new and updated records for an object, even if the fields referenced in the validation rule are not included in a page layout or an API call. Validation rules don't apply if you create new records for an object with Quick Create. If your organization has multiple page layouts for the object on which you create a validation rule, verify that the validation rule functions as intended on each layout. If your organization has any integrations that use this object, verify that the validation rule functions as intended for each integration.
Important
Validation rules apply to new and updated records for an object, even if the fields referenced in the validation rule are not included in a page layout or an API call. Validation rules don't apply if you create new records for an object with Quick Create. If your organization has multiple page layouts for the object on which you create a validation rule, verify that the validation rule functions as intended on each layout. If your organization has any integrations that use this object, verify that the validation rule functions as intended for each integration.
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