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SKT CloudComputing Queues in Salesforce
I am new to SFDC. I have created a queue (Open Lead) in Admin User and assigned that queue to another user(XYZ).
I created a Lead Assignment rule with criteria as below-
(Lead: Lead SourceEQUALSWeb) AND (Lead: Lead StatusEQUALSOpen - Not Contacted).
Now I created few lead records which met the above criteria. Then I log in to account of user -XYZ and open the Queue here but I am not able to see those leads in queue (in XYZ account)
Can someone help me to understand the practical approcah of Queue witha bove scenario.
I created a Lead Assignment rule with criteria as below-
(Lead: Lead SourceEQUALSWeb) AND (Lead: Lead StatusEQUALSOpen - Not Contacted).
Now I created few lead records which met the above criteria. Then I log in to account of user -XYZ and open the Queue here but I am not able to see those leads in queue (in XYZ account)
Can someone help me to understand the practical approcah of Queue witha bove scenario.
refer below links
http://www.crmsalesforcetraining.com/create-lead-queue-salesforce/
http://www.crmsalesforcetraining.com/create-lead-assignment-rules-salesforce/
Test case 1)
add a lead which satiesfie your condition with click of Assignment rule check box.
then login into XYZ -user ->goto leads ->Select the queue name from the View drop-down list ->find added lead->
Select check boxes in the Action column to the left of leads that you want to claim ->Click the Accept button.
All Answers
refer below links
http://www.crmsalesforcetraining.com/create-lead-queue-salesforce/
http://www.crmsalesforcetraining.com/create-lead-assignment-rules-salesforce/
Test case 1)
add a lead which satiesfie your condition with click of Assignment rule check box.
then login into XYZ -user ->goto leads ->Select the queue name from the View drop-down list ->find added lead->
Select check boxes in the Action column to the left of leads that you want to claim ->Click the Accept button.
1)http://www.salesforcegeneral.com/salesforce-articles/salesforce-lead-queues.html
2)http://blog.cloudamp.com/2013/05/08/how-to-get-a-detailed-email-about-every-new-lead-in-salesforce/
3)https://books.google.com/books?id=sftzBgAAQBAJ&pg=PA332&lpg=PA332&dq=how+to+create++queues+in+admin+on+salesforce&source=bl&ots=nlGxkQsrp2&sig=VEXUCZnYXiAQgO9f1CD-YNdOaDk&hl=en&sa=X&ved=0ahUKEwixvrfqx4DKAhUF4SYKHYBTBGAQ6AEIPTAG#v=onepage&q&f=false
Thanks for quick help RAM. I tried but leads did not appear in Lead(XYZ-Queue Name).
My Lead assignment rule is-
Lead Source=Web
AND
Lead Status=Open-Not Contacted.
I craeted a test lead which fulfill above conditions but it did not appear in XYZ' Lead Queue.
Assignment rule check box