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Salesforce‘s Data Import Wizard has inconsistent behavior with assignment rules. Sometimes they fire during import, sometimes they don’t, and there’s limited control over when they’re applied, leading to leads that don’t get routed to the right sales reps.
Here’s how to ensure assignment rules fire consistently when importing Excel leads.
Ensure reliable assignment rule execution with Coefficient
Coefficientprovides better control over assignment rule execution through Apex trigger compatibility settings and consistent rule firing across batch processing. This ensures your imported leads get routed properly according to your assignment rules.
How to make it work
Step 1. Enable Apex trigger compatibility adjustments in Coefficient.
In Coefficient’s advanced settings, enable “Apex trigger compatibility adjustments.” This ensures assignment rules fire properly during the import process, unlike the inconsistent behavior of the Data Import Wizard.
Step 2. Validate assignment rule criteria fields in your Excel data.
Ensure your Excel data includes all fields referenced by your assignment rules, such as territory information, geographic data, lead source, or industry. Missing criteria fields prevent assignment rules from executing properly.
Step 3. Import Excel data into Google Sheets and verify field population.
Upload your Excel file to Google Sheets and check that all assignment rule trigger fields are properly populated. Use formulas to identify any missing data that would prevent rule execution.
Step 4. Configure field mapping including all assignment rule fields.
SalesforceMap your Excel columns toLead fields, ensuring all fields used by your assignment rules are included. This gives the assignment rules all the data they need to make routing decisions.
Step 5. Use Insert action for new leads to trigger assignment rules.
Select “Insert” as your action type (not Update or Upsert) for new leads. Assignment rules only fire on record creation, so using Insert ensures the rules will execute and route leads to the appropriate sales reps.
Route leads consistently with reliable assignment rules
Try CoefficientProper assignment rule configuration ensures your imported leads get routed to the right sales reps every time. No more inconsistent rule execution or unassigned leads.to import Excel leads with reliable assignment rule execution.
