What is a Queue in Salesforce? | All You Need to Know : NAVDITA DAHIYA

What is a Queue in Salesforce? | All You Need to Know
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Salesforce queues facilitate the prioritization, dissemination, and assignment of data to teams that collaborate within an organization. Because of queues, employee tasks are more effectively structured. 

Without an owner, records are added to Salesforce queues. Records that are not assigned to anyone are added to a queue where any queue member may take ownership of them. Anyone with access to the queue has the power to browse the records and take ownership of any they want. When a new record is added, emails are sent to every person in the queue. The email address for queue members can be set using the Salesforce queue email template. The records will remain in the queue until a person picks them up. 

How to Create a Queue in Salesforce?

  1. Open Setup 
  2. Search for a queue or check under Users in setup 
  3. Click on queue and open it 
  4. Click New 
  5. Label and queue name should be added. Add Queue Email as well if you want notifications. 
  6. Add objects, you need to add objects in the queue 
  7. Add queue members, Entities that you want to grant access to the queue are called queue members. Queue members can be: 
    • Users 
    • Roles 
    • Public groups 
    • Roles and Subordinates 
    • Save it. 

dont miss out iconDon't forget to check out: What are Queues in Salesforce? | How to create queues and assign records to it in Salesforce?

How to Add Records to a Queue? 

The following methods of adding records to a queue are available: 

  1. Automatically: Salesforce Queue Assignment Rules have the ability to add records to a queue whenever they are created based on specific record properties. 
  2. Manually: By shifting the ownership of the records to the queue, records can also be manually added to the queue. 

Why Use a Salesforce Queue?

The benefits of using a Salesforce queue are as follows: 

  1. A team may manage leads, cases, service agreements, and custom objects with the use of a queue. 
  2. With a queue, employee workload balance can be established. 
  3. While a queue is in use, no lead is left unattended. 
  4. A queue can be used to prioritize records. 
  5. Even if there are not enough users in the queue, work can still be done. 
  6. When using the list view, members have access to each record in a queue. 

dont miss out iconCheck out anther amazing blog by Navdita here: Learn About All the Different Interfaces in Salesforce Apex Class

What are the Advantages of a Salesforce Queue?

The following are the advantages of using a Salesforce queue: 

  • A queue assists in managing leads, cases, service contracts, and custom objects for a team. 
  • A queue balances employee workloads. 
  • Using a queue makes sure that no lead is left unattended. 
  • A queue helps in prioritizing records. 
  • While using a queue, work can still be managed even if there is a shortage of members. 
  • The list view gives members access to all records in a queue. 


A queue is a little Salesforce function, but it has a big impact on productivity. Teams can acquire leads and distribute the work among themselves using Salesforce queues. Every time a new record is added, a queue alerts its subscribers and enables ownership by queue members. As a result, records are dealt with fast, which lowers the workload overall. 

The post What is a Queue in Salesforce? | All You Need to Know appeared first on Forcetalks.

January 13, 2023 at 06:58AM
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