Automated Process:

------------------
|
--> Achieved by using "Assignment Rules".

Assignment Rule
===============
Assigning the Lead/ Case records to either a User / Queue is a difficult process,
when we have more number of records. Which is a time consuming process.

To avoid this problem, we can make this process automated by using Assignment
Rules.

Assignment Rules are used to assign a Lead / Case record to either a User / Queue
based on the user defined conditions.

i.e. We can transfer the ownership of the record to the specified user or queue
dynamically at runtime, instead of assigning the record to the currently logged-in
user by default.

Note:
======
An organization can have one or more Lead Assignment Rules, but only One Lead
Assignment Rule will be in "Active" at a time.

Assignment Rules will get fired upon creating a "New Record / Updating an existing
record" in the object.

Salesforce provides 3 types of assignment rules.

1. Lead Assignment Rules
2. Case Assignment Rules
3. Custom Assignment Rules.

Lead Assignment rule

=====================

Lead assignment rule will change the owner of a newly created lead or reassigned
lead based on a set of rules defined by the system administrator.

By using Lead Assignment Rules, we can assign a Lead Record to either a USer or
Queue dynamically at runtime, based on the user defined conditions.

Setup --> Build --> Customize --> Leads --> Lead Assignment Rules

Note:- Only 1 assignment rule will be active at a time.

Case Assignment Rules

======================

By using Case Assignment Rules, we can assign the Case Records to either a User /
Queue dynamically at runtime, based on the user-defined conditions.

We can have one or more Case Assignment Rules in an organization. But only one
Rule, will be in "Active" status at a time.
Once the Case records has been assigned to "Queue", then Queue Members can accept
the Case records
from the Queue.

Which transfer the ownership of the Case record from Queue to the accepted queue
member.

Setup --> Build --> Customize --> Leads --> Lead Assignment Rules

3. Custom Assignment Rules.

|
--> To assign the object records to the User / Queue dynamically a runtime
by using Apex Programming (Triggers).

How to craete assignment rule

=================================

UseCase:
========
Configure the Lead Assignment Rules on the Lead Object, to Auto Assign the Lead
Records to the associated Queue based on the City Name as below.

Lead City Name Queue Name

-------------------------------------------------------------
City == 'Hyderabad' ---> Hyderabad Sales Queue
City == 'Bangalore' ---> Bangalore Sales Queue
City == 'Mumbai' ---> Mumbai Sales Queue
City == 'Chennai' ---> Chennai Sales Queue

Implementation Steps:
=====================
Pre-Requisite: We should have the below 4 Queues, which should supports "Lead
Object Records".
1. Hyderabad Sales Queue
2. Mumbai Sales Queue
3. Delhi Sales Queue
4. Bangalore Sales Queue

Goto "Setup" menu.

1. Goto "Build Menu" in Left Panel.
2. Click on "Customise" and expand it.
3. Click on "Leads" link and expand it.
4. Click on "Lead Assignment Rules" link.
5. Click on "New Rule" button, to create a New Assignment Rule.
6. Enter the Rule Name in the Textbox:
Ex: CIS Auto Lead Assignment Rule.
7. Select the "Active" checkbox, to make the rule "Active".
8. Click on "Save" button.
9. Open the Newly created Lead Assignment Rule by click on the "Rule Name".
10. Goto the "Rule Conditions / Entries" section.
 11. Click on "New Entry" button, to add a Rule Entry.
12. Sepcify the Sort Order (1 / 2 / 3 /...), which describes in which order
the conditions has to be verified.
13. Sepcify the Rule Condition
Ex: Lead : City Field = 'Hyderabad'
14. Specify the Action.
Ex: Assign the Lead Record to "Hyderabad Sales Queue".
15. Click on "Save" button.
16. Repeat the steps 11 - 15, to add one or more rule conditions / entries.
17. Click on "Save" button.

Testing Lead Assignment Rules:

===============================
Once the Lead Assignment Rule has been configured, then we can test the assignment
rule by creating / updating an existing Lead Record as below.
1. Goto "Leads" tab on "Tab Bar" andf click on it.
2. Click on "New" button, to create a New Lead Record.
3. Enter the "Lead Record details" in the fields.
4. Goto "Optional Features" section.
5. Select the checkbox "Assign using Active Assignment Rules".
6. Click on "Save" button.

Observation:
===============
It should create a New Lead Record, with the specified details and it has to be
assigned to the associated "Queue" based on the City and Lead Status field values

Negative Testing:
====================
1. Open an existing Lead Record.
2. Click on "Edit" button
3. Change the City value, from "Hyderabad to Bangalore".
4. Select the checkbox "Assign using Active Assignment Rules"
5. Click on "Save" button.