In Salesforce, Queues think about the board and relationship of records in Leads, Cases, and custom things. Lead Queues are particularly helpful in light of the fact that they license you to channel a social occasion Leads into a line reliant on a particular principles whereby customers in that line can ensure obligation regarding Leads. For example, you can make a Lead Queue to fitting as of late made Leads or those got from web by region/a territory (West Coast, North Pacific…etc) Today, I’ll be giving an associate on how with make a Leads Queue.
CREATION OF TERRITORIES OR REGIONS:
First, we’re going to create a queue for each region.
To get started, go to Setup> Administration Setup> Manage Users> Queues and click New.
Name the Queue and on the other hand, you can assign an email address unequivocal for the line; customers in that line will get invigorates on exercises.
Next, pick the thing you have to make the line in.
Next, assign users to the queue. Alternatively, you can assign a Group of users to a queue. Then click Save.
ASSIGNING RULES FOR LEAD QUEUES
Now that you’ve built the queue, it’s time to create rules to automatically assign users to the appropriate region/territory queue. Go to Setup> Customize> Leads> Assigning Rules and click “New”. In Assignment Rules, you can prioritize the order of rules.Assigning Rules will run on an ascending order.
First, set the order of the rule.
Enter the criteria on which you want the Assignment Rule to apply
If you have multiple rules and depending on the logic, you can modify the logic of the rules right under the list.
Finally, enter the name of the queue you want the records with the above criteria to go to. click Save.
And now, users assigned to the queue can have a list view of all records in that queue where they can assign ownership accordingly. Only those users and users of higher hierarchy will have access to that list view.
– Chandra V [11/26/2018]