Implementing/Configuring Group Assignments
Note: you can keep the previous version of Group Assignment running while you set up new Assignment Groups.
See also How to Use Group Assignment Suite
| Step # | Description |
|---|---|
| 1 | Create a TEXT field to store Group Assignments on the Contact record |
| 2 | Configure Group Assignment Access |
| 3 | Create your Group Assignment Custom Settings. The Target Object and associated evaluation field will be updated when a record is created or updated - If the record matches a group’s criteria, a trigger will populate the Group Name and the Owner. |
| 4 | Configure Group Assignment Member Settings to determine which staff will show as available to assign to groups. Create a custom setting per license type that should be displayed as a group owner. Enter the name of the license type as the name of the setting. Examples of license types are “Salesforce”, “Partner Community Login”, “Customer Community Login” |
| 5 | Create Assignment Groups, assign criteria, and assign members to the groups. |
| 6 | Publish Group Assignment Configurations |
| 7 | (Optional) Add additional Target Objects for Group Assignment |