Cert++
Close

When case assignment rules evaluate

Key Takeaway

Whether a case assignment rule runs on a given save depends on the "Assign using active assignment rules" checkbox, the API request, or a feature such as Einstein Case Classification that calls the rule.

Case assignment rules automatically give a case an owner, based on conditions an admin defines. They can assign cases no matter how the cases are created, including cases a user creates by hand and cases created automatically, for example through Web-to-Case or Email-to-Case.

Who owns the case: a user or a queue

A case assignment rule decides who owns a case: a user or a queue. A queue lets a team work from a shared pool. Queue members can take ownership of the cases in the queue.

Platform Administrator Study Guide

Checklist progress

0/324Learned

Describe the capabilities of case management (for example: case, case assignment rules, and queues)

0/12

Case records and standard fields

Learn this concept

Create, update, and close cases

Learn this concept

Web-to-Case public intake

Learn this concept

Email-to-Case message intake

Learn this concept

Case queues and membership

Learn this concept

Case assignment rule routing

Learn this concept

When case assignment rules evaluate

Learn this concept

Parent and child case relationships

Learn this concept

Service Console case workspace

Learn this concept

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Platform Administrator studiers. 757 members and growing.