Plan your Salesforce lead assignment rule before you build it. One workbook. No sign-up and no email.
Download the workbook (.xlsx) Download the blank CSV
The workbook opens in Excel, Numbers and LibreOffice. For Google Sheets, upload it to Drive and open it there. The CSV holds the same columns but no flags.
What is in it
- Order, field API name, operator and value.
- Value type: code, label or number.
- Who it assigns to, and whether that is a user or a queue.
- How many members the queue has, and the email template.
- Notes, and a Flag column that warns you.
What the flags catch
- An entry below the catch-all, which never fires.
- The same condition as an earlier entry, or a value an earlier entry already takes.
- A name tested against a field that holds codes.
- A queue with no members, or an entry with no one to assign to.
The flags read only the sheet. They cannot see your live rule, your records or your flows.
A worked example
A made-up plan: partner, enterprise, UK and Ireland, France, then a catch-all. It runs from specific to general and ends with a queue someone works.
| Order | Field | Operator | Value | Type | Assign to | Kind | Members | Template |
|---|---|---|---|---|---|---|---|---|
| 1 | LeadSource | equals | Partner | label | Partner queue | queue | 4 | Partner welcome |
| 2 | NumberOfEmployees | greater than | 1000 | number | Enterprise queue | queue | 3 | Enterprise welcome |
| 3 | CountryCode | equals | GB,IE | code | UK and Ireland queue | queue | 5 | Standard welcome |
| 4 | CountryCode | equals | FR | code | France queue | queue | 2 | Standard welcome |
| 5 | Default queue | queue | 6 | Standard welcome |
Check the live rule against the plan
When the rule is built, export it and drop the export into the free scan. It reads in your browser and finds what the sheet cannot. See which entry wins and routing by country. Writing one condition? Try the entry checker.
See how your routing behaves today.
Routing Forensics connects as a read-only user. It checks your routing against your real leads every night. Three design partners get a free health report, free for 90 days. Apply for a place.
Or check it now. The free scan reads a Salesforce metadata zip or a HubSpot workflow export. It runs in your browser. Nothing is uploaded.
More about Routing Forensics
- An independent check on lead routing.
- What Routing Forensics can touch in your CRM: nothing.
- What Routing Forensics reads, and what it never keeps.
- Who handles data for Routing Forensics.
- How the lead, flow and deal checks are proven.
- A Salesforce lead routing audit: what it covers, and how to do one.
- Lead routing monitoring: know when leads stop reaching people.
- What the health report contains.
- What is new in Routing Forensics.
- The lead routing health checklist.
- Works with the systems your leads actually run through.
- Your router's audit log records what it did and says nothing of what it missed.
- A Salesforce report shows what matches and cannot show what is broken.
- HubSpot audit apps compared, and where a nightly check differs.
- Salesforce metadata tools compared, and what they leave to a routing check.
- What a routing audit costs, and what you should get for it.
- A template for your lead routing rules of engagement.