Account Assignment Rules in older orgs route incoming Accounts to specific owners based on criteria — "new Tech Industry Accounts go to the West Coast SMB team." Salesforce de-emphasized this for direct Account assignment in favor of Lead Assignment + Lead Conversion routing, but the page still exists for legacy use.
- Open Setup → Account Assignment Rules
Setup gear → Quick Find: Account Assignment → Account Assignment Rules. May not appear in newer orgs.
- Click New Rule
If the page is available.
- Set Rule Name and tick Active
Only one Account Assignment Rule can be active at a time.
- Save, then click into the rule → Rule Entries → New
Each Rule Entry routes a subset of Accounts.
- For each Rule Entry: set Order, Criteria, and Action
Order = priority (1 first). Criteria = Field-Operator-Value rows. Action = User or Queue assignment.
- Save
First matching entry wins. Newly-created Accounts matching the rule get auto-routed.
Priority. First match wins.
Field-Operator-Value rows + filter logic.
Where the Account goes.
- Account Assignment Rules require an explicit "Assign using active assignment rule" tick on the New Account form. Without it, manual creates skip the rule.
- Salesforce has de-emphasized this feature. Modern orgs typically build assignment via Flow on the Account or use Lead Assignment Rules (with Lead-to-Account conversion).
- Only one Account Assignment Rule can be active at a time. Activating a new one deactivates the previous — plan staging carefully.