51.6k views
5 votes
How can you debug a matching rule / assignment rule?

User Phwt
by
7.3k points

1 Answer

3 votes

Final answer:

To debug a matching rule or assignment rule, start by reviewing the rule criteria and the order of execution, then consult debug logs or use debugging tools, and test in a sandbox environment before deploying to the live system.

Step-by-step explanation:

Debugging Matching Rules and Assignment Rules

To debug a matching rule or an assignment rule, you first need to understand what the rule is intended to do and under what circumstances it should be applied. Often these rules are part of a CRM or issue tracking system designed to automate the assignment of leads, cases, or tasks.

To start debugging, check the rule criteria to ensure they match the scenarios you're testing. If the criteria are correct but the rule is not firing as expected, look into the order of execution. In many systems, rules are processed in a specific order, which might affect whether your rule is applied.

If the rules seem to be in order but still not working, look into debug logs or system-provided debugging tools. Logs can show you the flow of execution and where things may be going wrong. If you have access to a sandbox or test environment, replicate the scenario there to avoid disrupting live data. Finally, ensure any changes you make are tested before deploying them to the live environment.

User Juan M
by
8.2k points