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Paul09Paul09 

Queue assignment

How can I automatically assign incoming records to appropriate queue's

Bhaskar ChowdaryBhaskar Chowdary

please provide which type of records you want ? information pass clearly ?

Paul09 wrote:

How can I automatically assign incoming records to appropriate queue's

 
Ashish_SFDCAshish_SFDC

Hi Paul, 

 

You have to create a Queue and Assign it to the required Objects and Also Add users top the Queue, You may create a Public Group and Put all the Users in One group and Add that Group as Queue Members. 

 

See the steps and more info in the link: https://help.salesforce.com/htviewhelpdoc?id=setting_up_queues.htm&siteLang=en_US

 

Regards,

Ashish
AroraAnupAroraAnup

Hi Paul,

 

Ability to assign records to Queues are available on all Custom objects and the following Standard objects:

1. Leads

2. Cases 

3. Knowledge Articles

4. Service Contracts

 

http://ap1.salesforce.com/help/doc/en/queues_overview.htm

 

For Leads and Cases you can write Assignment Rules where you can specify the criteria that a record can meet and define which Queue should be taking the ownership if the criteria is met. For the remaining objects (Knowledge Articles, Service Contracts and Custom Objects), you can write Workflow rules where you can define the assignation criteria which the system can check at the time of record creation, and then do a field update action where Owner can be changed to the relevant Queue.

 

Hope this helps!