> For the complete documentation index, see [llms.txt](https://docs.rox.com/development/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rox.com/development/product/organization-level-configurations/crm-assignment-rules-configuration.md).
# 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**
2. **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.
```sql
// 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 regarding these.
---
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