User <> CRM Assignment Rules Configuration

Salesforce

Once you've defined Assignment Rules and Account Filters as defined in the CRM Assignment Rules Configuration, you can now assign accounts to users in your Rox organization.

To navigate the following steps, 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 Assignments for the End User

1. Navigate to Account Assignments on the left column

2. Click +Add Assignment

1. Complete the New Assignment form

   1. User

      1. Select the specific Rox users you would like to assign accounts to

   2. Relationship

      1. Select the specific relationship you would like to use

   3. Account Filter

      1. Select the specific Account Filter you would like to use (e.g. All accounts, exclude deleted accounts)

   4. Contact Filter

      1. If you've created a Contact-level Filter above, please select it. Else, leave it blank.

   5. Click the Create button

Once your assignment rules and filters are configured, your accounts will automatically populate on your Rox home page, giving you immediate access to the right data for your GTM workflows.