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Creating your Group Assignment Custom Settings

Custom settings allow you to set defaults for various objects. Specifically, the Group Assignment Settings custom setting defines the object upon which your assignments are made, and the Group Assignment Member Settings custom setting allows you to specify which users in your org are permitted to be assigned as record owners.

Configure Group Assignment Custom Settings

First, you must set up Group Assignment Custom Settings Names. For new group assignments to work, the Group Assignment Custom Settings' names must be the same as the API name of the object.

  • If you are setting up Contact, the "Object Name" on the setting must be named "Contact," and the "Name" of the setting must be "Contact".
  • If you are setting up Inquiry, the "Object Name" on the setting must be "TargetX_SRMb__Inquiry__c" and the "Name" of the setting must be "Inquiry".
  • Follow these steps to define custom settings for round-robin assignments on the Contact (Student) object:
  1. Navigate to Setup, then search for and select Custom Settings.
  2. Select Manage next to the Group Assignment Settings option (select the Group Assignment Setting in TargetX_Base).
  3. Select the New button to create a new custom setting.
  4. In the Name field, enter 'Contact.'
  5. In the Object field, enter 'Contact.' 
  6. In the Evaluation Field enter the API Name of the field that houses the Group Assignment name.
  7. Specify whether or not you'd like Group assignments for this object to be Active.

Note: To create GAS triggers, the Custom Setting must be made Active; otherwise it will fail to create the triggers.

  1. In the Owner Field field, specify the field you'd like to assign for the round-robin. If left blank, the standard OwnerId field will be assigned. For the Contact object, the standard OwnerID field label "Owner."
  2. When checked, Run Group Assignment Async checkbox will run Group Assignments using @future.
  3. Save your changes.

Configure Group Assignment Member Settings

These custom settings define which users in your organization can be assigned records ownership.

  1. Navigate to Setup, then search for and select Custom Settings.
  2. Click Manage next to Group Assignment Member Settings.
  3. Click New.
  4. Enter the name of the User License you wish to grant access to, such as Salesforce.
  5. Save.
  6. Repeat steps 3-5 for each license type you have, as needed.

If you do not see a specific member when trying to add to the group, ensure the User License Type setting has been created. To easily view which type of license each user has, open the Setup menu in another separate browser tab and then go to Manage Users. The Users option will list each user in your org with their associated Profile, and the Profiles option defines which license is assigned to each Profile.

Back to How to Implement/Configure Group Assignments

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