You need to sign in to do that
Don't have an account?
Deploy lead Assignment rules
Hi All,
Does anyone know how can I deploy from Sandbox to production?
I searched Change-Sets and tried to use Eclipse and even the meta-data API but could not deploy it to production.
Does any one know how to deploy assignment rule?
Thank you for your help,
The dataloader does not help but you can use ant or workbench to download the assignment rules meta data from one org and deploy it to another.
Using ant it should be possibel to automate that task completely however for a first try you can easily do it manually using the workbench.
Go to: https://workbench.developerforce.com
and login to your source org.
Click Migration | Retrieve
use a package.xml file on your hard disc with the following content:
This will download the assignment rules meta information as a ZIP file.
If you are only using queues in your assignment rules, it's almost done now:
Logout from workbench and login again to your target org. Click Migration | Deploy and select the ZIP file on your disc.
If you are using users in your assignment rules, the deployment will fail as the usernames in your sandbox and live environment are not identical. In that case just extract the XML file from your ZIP, open it in an editor and delete the sandbox appendix of your usernames Then add the XML back to your ZIP (make sure it is in the right folder within the ZIP) and it should work.
hth
Ingo
All Answers
Hi
I found this:
https://success.salesforce.com/ideaView?id=08730000000KktmAAC
This answer, from Salesforce Product Manager, in other words states: "Salesforce does not support Assignment rules, use workflows".
I find it hard to believe that this is the answer of Salesforce PM, plus the idea is mark as "Existing Feature" which is misleading to believe that there is a solution in the platform.
How can one deploy Assignment rules to production?
In Meta-data API v. 27 Salesforce added support to Assignment rules, meaning it can be extracted and uploaded using Dataloader of Eclipse with version 27 or up.
The extract of the lead Assignment rules using dataloader provided just the name and the ID of the rules.
Still without a solution...
:(
The dataloader does not help but you can use ant or workbench to download the assignment rules meta data from one org and deploy it to another.
Using ant it should be possibel to automate that task completely however for a first try you can easily do it manually using the workbench.
Go to: https://workbench.developerforce.com
and login to your source org.
Click Migration | Retrieve
use a package.xml file on your hard disc with the following content:
This will download the assignment rules meta information as a ZIP file.
If you are only using queues in your assignment rules, it's almost done now:
Logout from workbench and login again to your target org. Click Migration | Deploy and select the ZIP file on your disc.
If you are using users in your assignment rules, the deployment will fail as the usernames in your sandbox and live environment are not identical. In that case just extract the XML file from your ZIP, open it in an editor and delete the sandbox appendix of your usernames Then add the XML back to your ZIP (make sure it is in the right folder within the ZIP) and it should work.
hth
Ingo
I have an Admin that is in charge of Assignment rules and the ANT solution must be done by a developer which caused a dependency.
Thank you.
BTW, Metadata deployments maintain user references in the Summer '13 release (for all API versions).
http://www.salesforce.com/us/developer/docs/api_meta/Content/meta_user_references.htm
so you shouldn't have to remove the sandbox appendix in the user names.
AssignmentRules specific info is here
http://www.salesforce.com/us/developer/docs/api_meta/Content/meta_assignmentrule.htm
Hope that helps.
Unescaped '<' not allowed in attributes values
[Line 2 : Column: 16]