< Back to List
Trigger Assignment & Auto Response Rules for Managed Package Leads
Leads & Campaigns,
Sales & Marketing
Is there any way that Assignment and Auto Response Rules could be triggered for new Managed Package (lead source = "Package Installation") leads? All other automatic lead creation is done via web-to-lead (e.g. AppExchange Test Drive and Install leads) where Assignment Rules and Auto Response Rules are automatically triggered. For Managed Package installs, however, leads are created via the API/Apex, which does not trigger assignment or auto response rules. Salesforce Workflow handles most of what's needed, but it makes it inconsistent with the way other leads are processed and there are tiny nuances to workflow (e.g. emails sent are not auto created as activities) that make it less convenient than Assignment & Auto Response Rules.
I understand the need to have License Manager login to the org to setup the data since you need to be certain that a Lead exists before linking a License Record to it. I am hoping, however, that Salesforce could use some behind-the-scenes trickery to make it so Assignment & Auto Response Rules are invoked in this circumstance.
- 2 years ago
One Market St.
San Francisco, CA 94105
If you still can't find what you're looking for, try to submit a case.
Powered by Community Cloud platform. Learn More ›
Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.
Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.
Salesforce.com takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.
Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.