If you’re a Salesforce user, you’re probably familiar with queues – a way to organize records and assign them to specific groups or teams. However, manually assigning records to a queue can be time-consuming and inefficient. That’s where Salesforce Flow comes in – a powerful tool that can help automate the process of assigning records to queues. In this blog post, we’ll show you how to assign records to queues using Salesforce Flow, step-by-step. If you were not followed our previous post related to flow, please check it out.
Table of Contents
What is Queue in salesforce?
In Salesforce, a queue is a virtual storage area that enables users to manage and work on records as a team. Queues can be used to manage leads, cases, opportunities, and other types of records in Salesforce. By assigning records to a queue, users can easily share workloads and collaborate with each other to complete tasks efficiently.
When ever lead record created with Lead Source as “Phone Inquiry” then assign owner to the Phone Inquiry Leads queue.
Step 1: Create a Flow.
The first step is to create a new flow. To do this, go to Setup > Flows > New Flow. Select “Record-Triggered Flow” as the type of flow.
Step 2: Choose the Object and Trigger.
Next, choose the object you want to assign to a queue, such as Leads or Cases. Here we are choosing Lead. As we know the criteria to trigger to the flow, hence
- configured the trigger when ” A record is created”.
- Add the entry conditions as leadSource Equals Phone Inquiry.
- And choose Optimize the flow for as “Fast Field Updates”.
Step 3: Add the Get Record Element.
Add the Get record to the canvas and choose the Get Records of This Object as “Group” and the add the below filter record criteria i.e.,
- Add the label and API Name of Get record element.
- Choose the field as Type Equals as Queue
- Choose DeveloperName Equals as API name of Queue. In my case i have new Queue created as “Phone_Inquiry_Leads”.
- Choose How many records to store as “Only the first record”.
- Choose How to store record data as ” Choose fields and let Salesforce do the rest”.
- Then Click Done.
Step 4 : Add an Assignment Element.
Once you’ve retrieved the record i.e. ,step 3, the next step is to assign it to a queue. To do this, add an assignment element to the flow canvas. In the “Set variable” section,
- select the field that represents the queue, such as “Owner ID.” of record equals to the value as get record. As per below image.
- Then click done.
Step 4 : Save the Flow
In this blog post, we showed you how to assign records to queues using Salesforce Flow. By following these simple steps, you can easily automate this process and ensure that your records are assigned to the appropriate queue. Remember to test your flow thoroughly before activating it to ensure that it works correctly. Also please follow our other flows related blog posts.