[SalesForce] Trigger Lead Owner assignment not working for Web to Lead Form records

HI Folks,

Got into some interesting scenario, Need your suggeestion to
understand this issue.

Below is the Order of Execution for Lead owner assignment that we
have

Scenario : Mode of Lead creation in the system is through Web-to-Lead
form

1) Trigger (Before Insert):- This trigger based on some logic assigns
lead to an one of the existing user only if the Logic meets the
business requirement

1) Lead Assignment Rule :- If Lead owner is not assigned in above
trigger then Assignment rules does the owner assignment based on some
criteria

ISSUE :

Trigger is not able to assign the owner though it finds the mataches and does not even throw the error. This happens only for
those leads which are getting created through web to lead form.

Some one suggested me to create an one more Rule Entry to existing Assignment Rule , with empty criteria and Do Not Reassign
Owner checkbox checked. Which i did and Trigger started working.

I still dint understand the use of this check box and how it is related to it.

Best Answer

Assignment rules always fire for web-to-lead, and the assignment occurs after the initial database commit, so the owner field would be clobbered by the assignment rule. Furthermore, if the rule fails to find an owner, the default lead owner is used instead. So, in order to prevent the rule from changing the owner, there must be an entry that uses the "do not reassign owner" checkbox. This prevents the default lead owner from taking over the record.

Related Solutions

[SalesForce] Workflow for Lead Owner Field Update does not fire

Standard Web-to-lead forms can take advantage of Lead Assignment Rules. These rules basically govern the assignment of ownership based on the criteria that you setup. Once you have your new Web-to-Lead form in place using standard web-to-lead, you can setup Assignment Rules.

Regarding your workflow rule and custom web integration, it's hard to debug without seeing the actual rule logic itself, and understanding the exact architecture of the website integration. Does it use a Visualforce page, does it use the Salesforce API, etc.?

[SalesForce] why is active assignment rule (lead) not working on the VF page / trigger

I don't know this for sure, but I would think the DML options need to be set before you insert the record. I would move this code:

EDIT - So the code below works in my environment with an active rule using the standard country field to assign the lead - so I think it might be an issue with your assignment rule, or with some other workflow/trigger interfering?

public class myWeb2LeadExtension {

    private final Lead weblead;

    public myWeb2LeadExtension(ApexPages.StandardController stdController) {
       weblead = (Lead)stdController.getRecord();
       weblead.WF_Lead_Owner__c  = 'Unknown';
    }

     public PageReference saveLead() {
       try {
        Database.DMLOptions dmlOpts = new Database.DMLOptions();
        dmlOpts.assignmentRuleHeader.useDefaultRule = true; 
        weblead.setOptions(dmlOpts);
        update weblead;
        }
       catch(System.DMLException e) {
           ApexPages.addMessages(e);
           return null;
       }
       PageReference p = Page.ThankYou;
       p.setRedirect(true);
       p.getParameters().put('id',weblead.id);
       p.getParameters().put('ownerid',weblead.ownerid);
       return p;
     }

}

Page:

<apex:page standardController="Lead" extensions="myWeb2LeadExtension" title="Contact Us" showHeader="false">
   <apex:form >
    <apex:messages id="error"
                   styleClass="errorMsg"
                   layout="table"
                   style="margin-top:1em;"/>
      <apex:pageBlock title="" mode="edit">
        <apex:pageBlockButtons >
           <apex:commandButton value="Save" action="{!saveLead}"/>
        </apex:pageBlockButtons>
        <apex:pageBlockSection title="Contact Us"
                               collapsible="false"
                               columns="1">
         <apex:inputField value="{!Lead.Salutation}"/>
         <apex:inputField value="{!Lead.Title}"/>
         <apex:inputField value="{!Lead.FirstName}"/>
         <apex:inputField value="{!Lead.LastName}"/>
         <apex:inputField value="{!Lead.Email}"/>
         <apex:inputField value="{!Lead.Phone}"/>
         <apex:inputField value="{!Lead.Company}"/>
         <apex:inputField value="{!Lead.Country}"/>
        </apex:pageBlockSection>
     </apex:pageBlock>
   </apex:form>
</apex:page>

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