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SKT CloudComputingSKT 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.


 
Best Answer chosen by SKT CloudComputing
RAM AnisettiRAM Anisetti
Hi,
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

RAM AnisettiRAM Anisetti
Hi,
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.




 
This was selected as the best answer
salesforce mesalesforce me
Hi mcheck this once..

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
SKT CloudComputingSKT CloudComputing
@RAM Anisetti-

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.
SKT CloudComputingSKT CloudComputing
Please ignore above comment. I forgot to click on 
Assignment rule check box