CRM Assignment Rules Configuration

Salesforce

What You Need:

• A connected Salesforce in your Rox account

• Your raw DB and schema name*

Once your Salesforce instance is connected to Rox, you can configure assignment rules to control which accounts populate on your home page. This guide will walk you through setting up relationships and applying filters to ensure the right accounts flow into Rox.

First, navigate to Settings -> Integration, click the Connected button next to Salesforce, then click the Edit Organization Settings button to complete the following steps.

How to Add Assignment Rules

1. Click on Assignment Rules on the left column

2. Add a Relationship:

   • Click the +Add Relationship button.

   • Configure the relationship based on how you want accounts to be assigned to each user.

The example below allows you to assign accounts based on the Salesforce Account Owner ID field.

How to Apply Account Filters

1. Scroll down to Filters and click +Add Filter

1. Define Filter Criteria

   1. Name your Filter

   2. Select a Filter Type (Account or Contact)

   3. Define the criteria for which accounts should be included or excluded and write a SQL query using that logic under Filter Condition

   4. Click the Create button

Please see sample SQL queries below for reference.

// include all accounts
SELECT comp.rox_id FROM customer_graphs.latest_company_v4 comp

// exclude deleted accounts
select c.rox_id from {Rox DB name}.customer_graphs.latest_company_v4 c
inner join {Rox DB name}.customer_graphs.latest_graph_v4 g on c.rox_id = g.rox_entity_id
inner join {Rox DB name}.{SFDC table name}.account a on g.rox_entity_data_source_id = a.id
where 1=1
    and not a.IS_DELETED

How to Apply Assignment Relationships and Filters

Once Account Assignment Relationships and Filters have been created, you can assign them in the Account Assignment tab of the CRM Settings page.

From here, you can Add a new Assignment Relaionship + Filter to a user and edit an individual user's realtionships and filters as well.

_{*If you haven't received these details, please reach out to [e-mail] regarding these.}