---
title: "Salesforce: Smart Number Assignment"
description: "Salesforce Smart Number Assignment: toggle in Linq app to route inbound chats by history, workload, number health"
---

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January 15, 2026

# Salesforce: Smart Number Assignment

### Smart Number Assignment in Salesforce 

**Smart Number Assignment** automatically routes incoming conversations to the right user based on past history, workload, and number health. This helps keep chats “sticky” to the same owner while balancing new work across your team.

---

#### Turning On Smart Number Assignment

You enable Smart Number Assignment from the Linq app inside Salesforce.

### Steps

1. **Open the Linq App**
   
     - In Salesforce, click the **App Launcher** (9-dot grid in the top-left).
     - Search for and select the **Linq** app (or the relevant Linq app in your org).
       
       ![Screenshot 2025-12-08 at 8.03.05 AM](https://help.linqapp.com/hs-fs/hubfs/Screenshot%202025-12-08%20at%208.03.05%20AM.png?width=358&height=407&name=Screenshot%202025-12-08%20at%208.03.05%20AM.png)
2. **Enable Smart Number Assignment**
   
     - Find the **Smart Number Assignment** setting.
     - Toggle it **On**.
       
       ![Screenshot 2025-12-08 at 8.03.17 AM](https://help.linqapp.com/hs-fs/hubfs/Screenshot%202025-12-08%20at%208.03.17%20AM.png?width=670&height=488&name=Screenshot%202025-12-08%20at%208.03.17%20AM.png)
3. **Confirm in the Sales App**
   
     - Switch back to your main **Sales** app.
     - Open the **Linq Inbox** (Utility Item at the bottom of the screen).
     - You should now see that **Smart Number Assignment** is turned on.
       
       ![Screenshot 2025-12-08 at 8.03.43 AM](https://help.linqapp.com/hs-fs/hubfs/Screenshot%202025-12-08%20at%208.03.43%20AM.png?width=319&height=554&name=Screenshot%202025-12-08%20at%208.03.43%20AM.png)

---

#### When Smart Number Assignment Applies

Smart Number Assignment is used when:

- A new inbound message comes in and you’re using Linq’s Salesforce integration.
- The org has Smart Number Assignment toggled **On** in General Settings.

It does **not** replace your normal Salesforce assignment rules (Leads, Cases, etc.), but works alongside them to decide:

- Smart number assignment will override any existing user mappings under the Linq settings in Salesforce.
- Which **Linq user** should handle a given conversation
- Which **Linq number** should be used (based on the user/number mapping and rules above)

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