Salesforce: Groups, Queues, and Assignment Rules

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  • Опубликовано: 21 авг 2024
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Комментарии • 11

  • @billhooton6630
    @billhooton6630 5 лет назад +3

    The actual instruction of how to do this begins at 0:51 of the video. Great video, btw!

  • @caseywells7712
    @caseywells7712 4 года назад +1

    Thank you from Belarus. Really helpful video!

  • @TravThompson
    @TravThompson 5 лет назад +2

    Great delivery, I just wish we saw the queue.... I am setting this up now for cases, and can't find good salesforce documentation on a standard queue that doesn't include auto assigning users cases. This did a great job, and i set all 'New' cases to be assigned to the queue. So my next question is...where is this queue, is it a list of cases somewhere? I would have assumed there was a place to go for agents to pluck these from 'the queue'.

    • @SFDCGuide
      @SFDCGuide  5 лет назад

      Hey Travis, thanks for the feedback! Sorry about that, I must have overlooked that important detail. The newly created queue will appear as a list view. In your case, if you visit the "Cases" tab of your service app, it should appear as one of the options in your list view dropdown menu. From that list view you can edit the options of which users can see it, etc. Hope this helps! Cheers.

  • @omprakashgolla9323
    @omprakashgolla9323 4 года назад +1

    Super cool voice,
    High quality and Smooth style... I liked it and really wanna watch all your videos for sure.
    Subscribed and Thanks for Vedio

    • @SFDCGuide
      @SFDCGuide  4 года назад

      Thanks for the feedback!

  • @charlesyoon1092
    @charlesyoon1092 2 года назад

    Nice and concise

  • @vJorddan
    @vJorddan 5 лет назад +1

    super helpful fella. So queues are basically a way to sort tasks that a group or user may be involved with ?

    • @SFDCGuide
      @SFDCGuide  5 лет назад +1

      Thanks! Glad to help. This is certainly one of their functionalities. I would say the most "traditional" definition is that they allow users to self-assign records (which usually correspond to some unit of work like calling a lead or resolving a case, etc.). Speaking abstractly, this is a good idea for companies to implement because using some strict business logic to assign work to people doesn't always result in the right person doing the best job.

    • @vJorddan
      @vJorddan 5 лет назад +1

      @@SFDCGuide Wow that really cleared it up for me. Queues main funtion is basically to allow a business to more agile by enabling users to choose records they work on.

    • @SFDCGuide
      @SFDCGuide  5 лет назад +1

      Exactly!