Salesforce Features
Assignment and Escalation Formulas
Faster, More Compact, More Powerful Rules
Professional, Enterprise, and Unlimited Editions
• Easily create sophisticated assignment, escalation, and auto-response rules
• Reduce the total number of required rules
With Summer ’07, you can more efficiently write case assignment and escalation scenarios. With new logic and formulas, you have the flexibility to easily create sophisticated rules. This expanded logic allows you to reduce the number of rules needed by an order of magnitude, greatly improving system performance and simplifying debugging.
Feature Details
• Boolean Logic: Use Boolean logic—including the AND, OR, and NOT—functions, to simplify your case assignment and escalation rules. Streamline your rules by mixing these functions in multiple combinations.
• Formulas: Create formula-based case assignment and escalation rules. Expand your ability to create flexible case assignment and escalation rules that mirror your business processes. For example, you can write a rule that detects if a single field in a case has changed and assigns the case based on that finding.
Note: This feature is enabled by default.
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