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Case assignment rule routing

Key Takeaway

In a case assignment rule, the first match wins, so the order of the rule entries decides who owns a case.

A case assignment rule automatically decides who owns a case, based on criteria you set. It exists so new and updated cases reach the right rep or support team without anyone routing each case by hand.

What a rule entry contains

A case assignment rule holds a list of ordered rule entries. Each rule entry pairs criteria with an assignee, which can be a user or a queue.

For example, one rule entry can send cases with Type equals Gold to a Gold Service queue, and another can send cases with Type equals Silver to a Silver Service queue.

A user named as an assignee can't be inactive and must have Read permission on cases. You also can't revoke Read permission on cases from a user who is an assignee in a rule.

Platform Administrator Study Guide

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

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Case records and standard fields

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Create, update, and close cases

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Web-to-Case public intake

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Email-to-Case message intake

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Case queues and membership

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Case assignment rule routing

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When case assignment rules evaluate

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Parent and child case relationships

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Service Console case workspace

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