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

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Shruti
Mega Sage
Mega 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

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