In Salesforce Lightning, Go to Setup by clicking on the Gear icon in Top right corner. Enter "Queue" in Quick Find search box Now Click on Queues under Users
Full Answer
How to create a queue in Salesforce Lightning?
Follow the below steps in Salesforce Lightning - In Salesforce Lightning, Go to Setup by clicking on the Gear icon in Top right corner. Click on "New" in the Queue setup; you will see the below page. Fill in the mandatory fields and select the object and members or public groups for this queue. Click on "Save". The queue is created.
How to create list views in Salesforce Lightning?
How to create List Views in Salesforce Lightning 1 Click the gear icon and then select Fields to Display. 2 A picklist should pop up showing you two columns, one on the left with all your field choices and one on the right... More ...
How to use Salesforce knowledge in Salesforce Lightning?
Use Salesforce Knowledge Delete an Article Type Enable Lightning Knowledge Rich Text Fields in Knowledge Articles Article Search Results Compare Versions of an Article Translate Articles in Lightning Knowledge Verify Migrated Articles in the Activation Stage Set Up Knowledge Component Actions Assign Article Actions to Public Groups
How do I create a page template in Salesforce Lightning app builder?
Click the gear icon and select Service Setup. Enter Lightning App in the Quick Find box, and select Lightning App Builder. Click New, then select Record Page. Click Next and fill in the details. Click Next. Under Choose Page Template, select Pinned Header and click Finish. Next, add some components.
How do I create a queue list in Salesforce?
Create QueuesFrom Setup, enter Queues in the Quick Find box, then select Queues.Click New.Enter a label and queue name. ... Choose whom to notify when new records are added to the queue.If your org uses divisions, select the queue's default division. ... Add which objects to include in the queue.Add queue members.More items...
How do I manage a queue in Salesforce?
Add Queue Management UsersFrom Setup, in the Quick Find box, enter Users , then select Users.Click New User. ... In the User License field, select Salesforce Platform.In the Profile field, select the Standard Platform User profile or similar depending on your org's profile settings.More items...
How do I create a lead queue?
To create a lead queue:From Setup, click Users - Queues.Click New.Enter the Label and Queue Name. ... Choose email notification settings for the queue.If your organization uses divisions, select the default division for the queue. ... Choose the objects available to the queue.Choose queue members. ... Click Save.
How do I add a queue to a Salesforce flow?
Step 1.2. 1: Salesforce Flow – Add a Radio Buttons Component to Capture the User Selection for Public Group vs QueueClick + New Resource, it will open a pop-up for you.Resource Type: Choice.API Name: Queue.Choice Label: Queue.Data Type: Text.Choice Value: Queue.Click Done.
How do Salesforce queues work?
Salesforce Queues are a collection of records that doesn't have any owner. Users who have access to the queue can examine every record that is in it and claim ownership of the one's they want. Queues in Salesforce help to prioritize, distribute, and assign records to teams who share workloads.
What is the difference between public group and queue in Salesforce?
Public Group is kind of team or group of related users, this will help to share the data. Queues are typically used when you want to assign a record to a bunch of users. Using Queues you can assign a record to multiple users, so that any member of the queue can work on the record.
How do you route leads to a queue in Salesforce?
Creating a Salesforce Queue: Lead Queue ExampleFrom Salesforce Setup, search “queues”.Click Queues.Click New.Enter a Label. ... The Queue Name automatically populates. ... [Optional] Click Send Email to Members. ... Scroll down to the Supported Objects section. ... Click Add to move Lead into the selected objects column.More items...•
What is queue members in Salesforce?
A queue is a small feature in Salesforce that can make a huge impact on work efficiency. With Salesforce queues, teams can gather leads and share the work among themselves. A queue notifies whenever a new record is added and allows queue members to take ownership.
How do I assign a record to a queue in Salesforce?
To assign Lead record to a queue Manually:Open the newly created lead.Go to Details tab.Click on the 'Change Owner' icon on the Lead Owner field.Click on the dropdown arrow for People icon on appeared window & choose Queue.Check mark 'Send Notification Email' (Optional)Click Change Owner.
How do I add multiple users to a queue in Salesforce?
To add a new user to multiple queues and public groups, you have to go to each queue and group individually and add the person to each group. My idea is to have a "Add to existing group" right on the user record. Then you can select multiple groups or queues at one time.
How do I add a list view in Salesforce?
Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. ... Enter the view name. ... Enter a unique view name. ... Specify your filter criteria. ... Select the fields you want to display on the list view. ... Click Save.
How do I assign a queue as owner in flow Salesforce?
3:315:15Lightning Flows in Salesforce : How to Assign records to Queue using FlowsYouTubeStart of suggested clipEnd of suggested clipSo group records id field okay and after that we'll click on done we'll connect this element. And weMoreSo group records id field okay and after that we'll click on done we'll connect this element. And we'll save this flow so for label we'll give assign case to queue okay and we'll save.
How to see list views in Lightning?
1. Starting on the home screen in Lightning, navigate to Opportunity tab. a. Once there, you’ll notice you can see some native List Views at the top of this section. By selecting the carrot you can find many List Views already created including recently viewed, closing this month, and my opportunities. 2.
What is list view in Salesforce?
List Views are an often unused tool in the Salesforce toolshed. With List Views you can quickly see particular segments of your data. Instead of spending the time to build a report when you just need to sort by one field (such a state or lead source), you can create a List View.
How to use list view?
Here are some examples of when to use List Views: 1 You need a list of all contacts where State equals California 2 You want a list of all Opportunities with Opportunity Stage equals Won 3 You need a list of all contacts for whom Industry does not equal nonprofit
Create Case Record Page
In order for Ada and her team to be as productive as possible, Ada would like a custom layout for viewing case information. She wants the case record page to be simple and to include all the information she and her team need to access when working on a case, all available in one screen.
Create a Custom Compact Layout
Ada requests specific information be shown in the highlights panel of the service console app. She’d like you to add Account Name, Case Owner, and Date/Time Opened fields related to the case so she and her team can access this information quickly when viewing and managing a case. Do this by creating a custom compact layout for the highlights panel.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.