Vote 80  points

Scott Hemmeter

Trigger Assignment & Auto Response Rules for Managed Package Leads

Not Categorized

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.

6 years ago · 0 Comments ·Merge Idea · Report Abuse

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