Description
In Salesforce, a queue is a feature that allows a group of users to manage a shared workload, such as cases or leads. Queues provide a way to distribute work among a group of users, ensuring that work is handled efficiently and effectively.
When a record is assigned to a queue, any member of the queue can take ownership of the record and work on it. Queues can be used for a variety of purposes, including:
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Case management - A queue can be set up to manage support cases, ensuring that they are assigned to the appropriate team member for resolution.
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Lead management - A queue can be used to manage incoming leads, ensuring that they are assigned to the appropriate sales representative for follow-up.
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Approval processes - Queues can be used to manage approval processes, allowing a group of users to review and approve records.
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Task management - A queue can be used to manage tasks, ensuring that they are assigned to the appropriate team member for completion.
Users can be added or removed from a queue at any time, and queues can be set up to automatically route records to the appropriate team member based on criteria such as workload or expertise.
Overall, queues are an important feature in Salesforce that can help to improve productivity and ensure that work is distributed efficiently among team members.
Why Use Salesforce Queues?
- Manage shared workload easier,
- Helpful if you have a user out sick or on vacation,
- Access Queues as a List View.
Who Can Join a Queue?
- Individual users
- Roles/roles + subordinates
- Public groups