If you want to check if a user is a member of a specific Queue then you can use the following query and if it returns null then they are not a member of that queue. SELECT Group.Name FROM GroupMember WHERE UserOrGroupId = 'YOUR-USER-ID' AND Group.Type = 'Queue' AND Group.Name = 'YOUR-QUEUE-NAME' Share Improve this answer
How to create a lead queue in Salesforce?
- Setup > Manage Users > Queues
- Enter a Name for the Queue, Select the Object you want for the Queue (Lead)
- Leave “Queue Email” blank unless you have a single person or email list you want notified
- Add users as Members of the Queue
How to create a case queue in Salesforce.com?
How to Create a Case Queue in Salesforce.com
To create a case queue, follow these steps:
- From Setup, choose Manage Users → Queues.
- Click New at the top of the page. The Queue edit page appears.
- Enter basic information for your queue. Choose the following details for your queue:
- Select the Case object from the Available Objects window.
- Click the Add arrow to move the Case object into the Selected Objects window. ...
- Click Save.
How to implement soql query in Salesforce?
- The queried values exceed the system-defined threshold.
- The filter operator is a negative operator such as NOT EQUAL TO (or != ), NOT CONTAINS, and NOT STARTS WITH.
- The CONTAINS operator is used in the filter, and the number of rows to be scanned exceeds 333,333. ...
- You’re comparing with an empty value ( Name != '' ).
How do query queue ID, name in Salesforce apex?
How do Query Queue Id, Name in Salesforce Apex? Queues are stored as a Group SObject: For Example: Group groupDetail = ; SpamOwnerId = groupDetail.Id; Here Type is Required and Type of the Group is One of the following values: Regular—Standard Public Group.
How do I query queue records in Salesforce?
How To Find Which Records Are Assigned To A Queue In Salesforce//Query cases with the owner name set to the Queues name SELECT Id FROM Case WHERE Owner. ... //Retrieve the Queue Id by using the DeveloperName SELECT Id from Group WHERE Type = 'Queue' AND DeveloperName = 'Sample_Queue' Copy Code.More items...•
How do I view a queue in Salesforce?
To view the queues that a user is a member of, from Setup, in the Quick Find box, enter Users , then select Users and select the user. In the user's Queue Membership related list, you can create a queue or click a queue name to view its details.
How do I query a list of users in Salesforce?
How to query users with Salesforce User License?Go to Setup --> Customize --> Users --> Fields --> Create New Field.Select "Formula" as the data type and "Text" as return type.Use "Profile.UserLicense.Name" in the formula editor.Save the formula field.Use the formula field in the report.
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 you see leads in a queue?
To view the leads in a queue, choose that queue list from the drop-down list. For every queue your administrator creates, Salesforce adds a corresponding queue list view. Note The org-wide sharing model for an object determines the access users have to that object's records in queues: Public Read/Write/Transfer.
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 query all internal users in Salesforce?
How to query Internal, Community/Portal and Community/Portal Users in Salesforce using SOQL?Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN ( SELECT Id FROM Profile WHERE UserType = 'Standard' )Customer Community/Portal Users: ... Partner Community/Portal Users:
How do I query a public group for a user in Salesforce?
Get a list of Public Groups in Your OrganizationsGet All Group Names. Enter the following in the Query Editor. ... Get User Information for All Members of a Group. Enter the following in the Query Editor and replace
How do I query a group in Apex?
To Query Users from the Public Group in Apex, we first need to query the Public Group using either Name or Id. For that, write a simple query on the Group Sobject with the type = 'Regular'. Here, we are querying the Public Group with the 'Test Public Group' name.
What is queue membership?
An admin can add users to a Salesforce Queue – these are known as queue members. Members of the queue can accept records owned by the queue (note that users higher in a role hierarchy can also take ownership of records in a queue). Queue Members can be added in the following ways: Individual users (one by one)
How do I add a member to a queue in Salesforce?
0:091:24How-to: Adding Users to Salesforce Queues - YouTubeYouTubeStart of suggested clipEnd of suggested clipRight. And you'll want to search for cues on the top. Left. So if i type in q here you'll see that iMoreRight. And you'll want to search for cues on the top. Left. So if i type in q here you'll see that i have the queues that pops up under users. Now if i click this i'll see all the cues that are
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.
What is SOQL in Salesforce?
If you want to query public groups/quques then use below SOQL. SOQL is not the native language that can be found in Salesforce. It is used as part of Apex for developer to create queries therefore you need to be using the tools like Developer Console to use SOQL to create the query and begin back the results.
Is SOQL native to Salesforce?
SOQL is not the native language that can be found in Salesforce. It is used as part of Apex for developer to create queries therefore you need to be using the tools like Developer Console to use SOQL to create the query and begin back the results. If you want to experiment on this area I suggest you try out Trailhead.
Key business problem
In Service Cloud, Omni-Channel, and list views, ownership of Cases, Leads, and other objects can be difficult in call centers or sales teams with high turnover. We don’t want to manually manage lots of queues and be a bottleneck for our business needs.
Background
Working in a high-velocity business before High Velocity Sales was available, I was tasked with creating a way to assign declined orders to sales reps. We refined the requirements to evaluate failed payments based on their payment value.
How I solved it
I created a new Team Management object to store the items that I was assigning users to: list of queues, permission sets, and so on. There are two fields for every queue. A hidden field will store the current value of queue membership in setup; this saves query time if you have a lot of queues to work through.
Business results
I have built this process, or something similar, at a few companies. As admins, our primary goal should be to democratize the system but keep the security and access to setup limited. We were able to dramatically reduce requests to the admins of the system and improve the end-user experience.
Do try this at home
This example was real and it’s very simple. But the principle behind it could be applied in all sorts of ways. Let your imagination run wild! Here are a couple of examples to get your creative juices flowing:
What is queue in CRM?
Queues are like holding areas in your CRM, where records wait for a user to pick them up, assign them to an owner and work on processing them. You can use Queues for managing cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects – just like a List View on that object.
Why use queues in teams?
Queues help your teams to manage shared workload easier. You can use Queues for managing cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects.
Why can you think of a queue as a user?
You can think of the Queue as a user because it shares the same characteristics as a record owner. You can add records to a queue: Automatically: Assignment Rules can add records to a Queue when they are created, based on specific record criteria.
Can sales reps assign tasks to a queue?
Now Sales reps can can assign tasks to a queue via an Activity Quick Action on Lightning record pages or Global Quick Actions, when they create a task. Learn more about Quick Actions and Global Actions.
Can an admin join a queue?
An Admin can choose which users can join Queues as Queue Members. These can be added as: Members of the Queues are free to accept records from the Queue. The records remain in the Queue until a user accepts them or they are transferred to another Queue.
