Referral Assignment Rule Input

The request payload used to create a draft referral assignment rule.

JSON Example 

1{
2  "name": "Assign big home loans to User B",
3  "description": "High-value home-loan referrals routed to the senior loan officer.",
4  "sortOrder": 10,
5  "ruleLogicalExpression": "1 AND 2",
6  "conditions": [
7    {
8      "fieldApiName": "Referral_Product__c",
9      "operator": "Equals",
10      "values": ["homeloan"]
11    },
12    {
13      "fieldApiName": "Referral_Value__c",
14      "operator": "GreaterThan",
15      "values": ["500000"]
16    }
17  ],
18  "assignee": {
19    "type": "USER",
20    "id": "005xx0000002BBBBB2"
21  }
22}

Properties 

Property NameTypeDescriptionRequired
nameStringDisplay name for the referral assignment rule. The maximum supported length is up to 80 characters.Required
descriptionStringDescription of the business purpose of the rule. The maximum supported length is up to 255 characters.Optional
sortOrderIntegerOrder in which this rule is evaluated. Lower values are evaluated first.Optional
ruleLogicalExpressionStringLogical expression that determines how conditions are evaluated when a rule has more than one condition. For example, use 1 AND 2 AND 3 when the referral must match every condition, 1 OR 2 OR 3 when it must match at least one, or a custom expression such as 1 AND (2 OR 3) for a specific combination.Optional
conditionsReferral Assignment Condition Input[]Criteria that a referral must satisfy for this assignment rule to match. See Referral Assignment Condition Input.Required
assigneeReferral Assignment Assignee InputUser or queue that receives referrals matching this rule. See Referral Assignment Assignee Input.Required