Salesforce Assignment Rules: Simplified
Send the right leads and cases to the right reps with Sweep’s intuitive Salesforce assignment rules. Manage groups, territories, and assignment rules quickly and easily.
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The easiest and most efficient way to manage Salesforce assignment rules
Improve your speed-to-lead and conversion rates overnight
Flexible Group Management
Create an unlimited number of groups based on any criteria
Powerful Assignment Rules
Create rules that connect the right lead with the right person instantly
Seamless Deduplication
Design deduplication rules for any combination of leads, contacts, and accounts
Native Salesforce assignment rules for any Salesforce object
Salesforce assignment rules don’t have to be a blocker: speed up your pipeline with Sweep’s suite of lead routing, matching and dedupe tools. Create and manage groups, territories, and assignment rules for any Salesforce object.
Create an unlimited number of groups
Create groups based on roles, territories, customer segments, or product categories. Set individual and group limits for lead allocation, ensure fair and balanced distribution through weighted round robin, manage team availability effectively by scheduling vacations and snoozing activity for specific periods.
Customize your Salesforce assignment rules easily
The easiest and most efficient way to manage Salesforce assignment rules. Manage all routing logic in a single place that provides full visibility and context of your assignment rules, round-robin groups, territories, and dedupe and matching rules.
"Sweep has helped us unlock the full potential of Salesforce without limitation"
"I want to ‘Sweepify’ my whole Salesforce instance"
"Building Smarter and Faster"
"Exceptional Lead Management and Automation"
"Sweep has helped us unlock the full potential of Salesforce without limitation"
"I want to ‘Sweepify’ my whole Salesforce instance"
"Building Smarter and Faster"
"Exceptional Lead Management and Automation"
Maximize data hygiene
Improve your response time and achieve data hygiene instantly. Create the Salesforce assignment rules that work best for your business while leveraging advanced features that allow for full flexibility.
Get started with Salesforce assignment rules
 Book a 1-1 demo
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