Trigger Assignment Rules on Update or Upsert using Data Loader

Hello guys,

In this Article we will do some work around Assignment Rules. As you are aware Assignment Rule can be trigger on Insert actions. Either it could be manually or through an Automation process.

But...

What if you have to reassign list of records ?

Export all the records then delete them, then insert them using the new assignment rule is not sounds like a good idea 😑

To get rid of this solution you have to use data loader.

Yes, using data loader we can trigger the Assignment Rule on update & upsert also.

Follow below steps to add the Assignment Rule Id in Data Loader :

Find the Assignment Rule ID

Navigate to the assignment rule that you want triggered for this import/update
In the address bar for your browser, copy the 15 digit ID that starts with "01Q"

Add the Assignment Rule ID to the Data Loader Settings

Open the Data Loader
Press the "Settings" drop down menu, and click "Settings"
In the "Assignment rule" text box, paste the Assignment Rule ID you obtained

Now when you run the insert, update or upsert, the assignment rule that you entered will be considered and fired for any record meeting the criteria of the assignment rule.