Question

The sales operations manager at NorthWind Trading wants incoming web leads from the state of Texas to be automatically routed to the 'Texas Sales' queue, while leads from all other states should be assigned to the default lead owner. The manager also wants only one active set of criteria evaluated for these web leads. As the administrator, what is the recommended way to configure this?

Accepted Answer

Create a single active lead assignment rule with a rule entry where State equals Texas assigning to the Texas Sales queue, and a lower-priority default entry assigning to the default owner.

Answer

Create two separate active lead assignment rules, one for Texas and one for all other states, and let Salesforce evaluate both at conversion.

Answer

Create an auto-response rule with entries based on State to assign the leads to the Texas Sales queue.

Answer

Create a validation rule that changes the lead owner to the Texas Sales queue when State equals Texas.