assignment-rules

assignment-rules is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 106 tokens per session (3,135 once invoked), scanned A, original, Apache-2.0.

A guide to Salesforce rules that automatically assign new Leads or Cases to a user or shared queue when specified conditions are met.

In plain words
What is it for?
Use it to configure assignment conditions, route records to users or queues, check when rules run, and design round-robin distribution when needed.
Why use it?
It prevents records from sitting with the wrong owner or being missed by the team responsible for handling them.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to configure assignment conditions, route records to users or queues, check when rules run, and design round-robin distribution when needed.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/assignment-rules
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill assignment-rules
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for assignment-rules

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/assignment-rules/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/assignment-rules)
Your own site
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Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for assignment-rules

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/assignment-rules"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/assignment-rules.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 106 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,135 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00106 $0.03135
Opus 5 $0.00053 $0.01568
Sonnet 5 $0.00021 $0.00627
Haiku 4.5 $0.00011 $0.00314

Measured 7d ago against content hash b74da4164981, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

assignment-rules scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_assignment_rules.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/assignment-rules/SKILL.md · 238 lines

How it starts

The opening of the file, as written. The whole thing — 238 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Assignment Rules

This skill activates when an admin needs to create, configure, audit, or troubleshoot Lead or Case assignment rules — including rule entry criteria, queue vs user assignment, API-triggered rule evaluation, and round-robin patterns with Apex when native distribution is insufficient.


Before Starting

Gather this context before working on assignment rules:

  • Which object? Assignment rules only exist for Lead and Case. Other objects do not have native assignment rules — use Flow or Apex for those.
  • Is there already an active rule? Only one assignment rule can be active per object at a time. Activating a new rule deactivates the previous one automatically.
  • How will records be created? Web-to-Lead, Web-to-Case, and Email-to-Case automatically trigger the active assignment rule. UI-created records require the user to check "Assign using active assignment rule." API-created records require an explicit header.
  • Are queues needed? Queues allow a pool of users to work records collaboratively. Assignment rules can route to a queue instead of a single user. Understand who should own the record before designing criteria.

Core Concepts

Active Rule Limit and Rule Entry Order

Salesforce enforces a hard limit of one active assignment rule per object (Lead and Case each). When you activate a new rule, the previously active rule is automatically deactivated. You cannot have two active rules simultaneously.

Each assignment rule contains multiple rule entries. Rule entries are evaluated in order — the first entry whose criteria match the incoming record wins, and Salesforce assigns the record to that entry's target. Evaluation stops immediately after the first match. No subsequent entries are evaluated.

This first-match-wins behavior means entry order is critical. More specific criteria should appear earlier in the list than broad catch-all entries.

A rule can have up to 3,000 rule entries. Each entry specifies:

  • Filter criteria (field conditions using standard AND/OR logic)
  • Assignment target: a User or a Queue
  • An optional email template to send the assigned user or queue a notification

Read the full file on GitHub · 238 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 238 lines · 106 tokens per session scan A b74da4164981

Subscribe to this mod's changes

assignment-rules is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 106 tokens to every session and 3,135 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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