Assigning Person Partitions with Assignment Rules assigning-person-partitions-with-assignment-rules
When using person partitions, set up assignment rules to route people created from your CRM to their respective partitions.
-
Go to the Admin area.
-
Click Workspaces & Partitions.
-
Under the Person Partitions tab, click Assignment Rules.
-
Click Add Choice to add conditions for routing people into person partitions.
-
Select the field the condition should be built on.
-
Choose the choice operator and enter a value.
-
Select the People Partition you want the people that meet the conditions to fall into.
note note NOTE You can add as many choices as you like. -
Click Save.
And there you have it! You have assigned rules for filling your person partitions with people!