Rules Types in Sales force:
- Validation rules
- Assignment rules
- Auto-response rules
- Workflow rules
- Escalation rules
Validation Rules:
Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False.” Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.
Assignment rules:
Assignment rules to automate your organization’s lead generation and support processes.
Lead Assignment Rules—Specify how leads are assigned to users or queues as they are created manually, captured from the web, or imported via the lead import wizards.
Case Assignment Rules—Determine how cases are assigned to users or put into queues as they are created manually, using Web-to-Case, Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal, Outlook, or Lotus Notes.
Typically, your organization will have one rule for each overall purpose—for example, one lead assignment rule for importing and a different lead assignment rule for web-generated leads; or one case assignment rule for standard use and one case assignment rule for holiday use. For each rule type, only one rule can be in effect at any time. For a list of the maximum number of rules allowed in each organization, see Sales force Editions and Limits.
Each rule consists of multiple rule entries that specify exactly how the leads or cases are assigned. For example, your standard case assignment rule may have two entries: cases with “Type equals Gold” are assigned to “Gold Service” queue, and cases with “Type equals Silver” are assigned to “Silver Service” queue
To create an assignment rule, click ===>
Your Name | Setup | Customize from the top of any page. Then select Leads or Cases, and click Assignment Rules.
Auto response rules:
An auto-response rule is a set of conditions for sending automatic email responses to lead or case submissions based on the attributes of the submitted record. Applicable leads include those captured through a Web-to-Lead form. Applicable cases include those submitted through a:
Self-Service portal
Customer Portal
Web-to-Case form
Email-to-Case message
On-Demand Email-to-Case message
You can create as many response rules as you like based on any attribute of the incoming lead or case, but only one rule for leads and one for cases can be active at a time. The email responses are listed in the Activity History related list of the lead or contact and the Email related list on cases.
Workflow rules:
Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization's standard processes. Instead of doing this work manually, you can configure workflow to do it automatically.
Workflow automates the following types of actions based on your organization's processes:
Tasks—Assign a new task to a user, role, or record owner.
Email Alerts—Send an email to one or more recipients you specify.
Field Updates—Update the value of a field on a record.
Outbound Messages—Send a secure, configurable API message
Escalation Rules:
Typically, your organization will have one escalation rule that consists of multiple entries which specify exactly how the cases are escalated. For example, your standard case escalation rule could have two entries: cases with Type set to Gold are escalated within two hours, and cases with Type set to Silver are escalated within eight hours.Create case escalation rules to escalate cases automatically if they are not resolved within a certain period of time.
Choose Your Name | Setup | Customize | Cases | Escalation Rules.
Salesforce processes any rule in the fowowing order=====>>
Validation –> Assignment–> Auto-response–> Workflow –> Escalation rules
