How to disable Auto-Assignment Rules in Salesforce REST API Calls

Aug 8, 2023

In the dynamic world of Salesforce automation, optimizing the behavior of your REST API calls is crucial to ensure that your data manipulation aligns perfectly with your business processes. One significant aspect of this optimization is managing assignment rules that dictate the allocation of records to various users or queues. This blog post will guide you through the process of turning off auto-assignment rules in REST API calls, focusing on the pivotal attribute.

"sforce-auto-assign" : false

Unveiling Auto-Assignment Rules

Auto-assignment rules represent a powerful feature within Salesforce, streamlining the process of allocating records to designated users, teams, or queues based on predefined conditions. While these rules can enhance efficiency, there are instances where temporarily bypassing them becomes necessary. Enter the sforce-auto-assign attribute.

Harnessing sforce-auto-assign: false

Within Salesforce REST API calls, the sforce-auto-assign attribute takes center stage in activating or deactivating auto-assignment rules for a specific record operation. By setting this attribute to false within your request headers, you instruct Salesforce to suspend any assignment rules that would typically apply to the incoming record.

POST /services/data/v54.0/sobjects/Account HTTP/1.1
Host: instance_url
Authorization: Bearer access_token
sforce-auto-assign: false

    "Name": "Example Account",
    "OwnerId": "005XXXXXXXXXXXX"

In the above example, the sforce-auto-assign attribute is positioned within the headers, not the request body. This explicit declaration ensures that any assignment rules triggered by an Account record insertion or update will be overridden.

Note: Above example was in curl, which is also true for other invocations of http requests.

Steps to Deactivate Auto-Assignment Rules

Disabling auto-assignment rules via the sforce-auto-assign attribute involves a straightforward process:

Construct Your Request: Prepare your REST API call, including the essential headers, endpoint, and request body.

Add sforce-auto-assign: false to Headers: Within your request headers, incorporate the sforce-auto-assign attribute and set it to false.

Execute the API Call: Proceed with making the API call, and Salesforce will handle the request, excluding any assignment rules associated with the record.

Scenarios for Deactivating Auto-Assignment Rules

Data Migration: When migrating historical data into Salesforce, bypassing assignment rules ensures that older records are placed correctly, without affecting current data workflows.

Complex Workflows: In scenarios with intricate workflows involving numerous record updates, suspending auto-assignment rules can prevent unintended disruptions.

Mass Data Updates: When dealing with bulk updates, temporarily deactivating assignment rules can expedite processing without triggering unnecessary allocation changes.

Points of Caution and Consideration

While the sforce-auto-assign attribute empowers you to selectively override assignment rules, it's vital to acknowledge the potential consequences. Always assess how deactivating these rules may affect data integrity, user interactions, and overall business processes before proceeding.

Phanindra Mangipudi

Salesforce, Lightning Web Componets, Node.Js, Angular 2+, Bootstrap