Some PDIs are currently unavailable, and PDI actions are paused. View the latest updates here. Read More

Case Routing - Setting a default assignment group

Vinicius Luz1
Tera Expert

‎08-25-2025 02:24 AM

What is the best/OOTB Correct way of setting a default assignment group to be responsible for Cases for one specific Account?

Thanks,

Vini

0 Helpfuls
  • 769 Views
1 REPLY 1

Shruti
Giga Sage

‎08-25-2025 02:27 AM

Hi,

Best practice is to use assignment rules

Navigate to Routing and assignment -> Assignment rule

Create a new rule on case table for specific account

0 Helpfuls