Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Queues and their significance


In Salesforce, the record's owner will be a user or a queue for lead, case, service contract, and custom objects. Once the records are placed in a queue manually or through an automatic case or lead assignment rule, they remain there until they are assigned to a user or taken by one of the queue members. Any queue member or users above the records in the role hierarchy can take ownership of them in a queue. All the users in a queue have the same access to a record.

Let's start with an example where an organization is using Web-to-Lead to capture leads from their website. Now the organization wants to assign the lead of a particular region to the local marketing reps, so in this case, you can use a queue.

Creating a queue

To create a queue, follow these steps:

  1. Navigate to Setup | Administer | Manage Users | Queues.

  2. Click on New.

  3. Enter the necessary details in the Label, Queue Name, and Queue email address fields and then select Send Email to Members.

  4. Select the object...