We would like to include the EMEA Leads queue within the Standard rule.ġ8. Here are the rules you have created and if they are active. This means that any users with the role “Director, Direct Sales” and users lower in the hierarchy will gain visibility into the queue.ġ7. We’ll add the Role and Subordinates: Director, Direct Sales. Switch from the “Users” view to Public Groupsġ4. We’ll Add “Barry BDR” as a queue member.ġ1. Remember that Queue Members can be individual users (add one by one), Public groups, roles and roles and subordinates (to add multiple members at once).ġ0. Scroll down to the Queue Members section. Click Add to move Lead into the selected objects column.ĩ. Find Lead in the list of available objects.Ĩ. Scroll down to the Supported Objects section. This will mean that all Queue Members will receive email updates (and not only the address entered in the Queue Email box).ħ. An email notification will be sent to this email address whenever a new record is added to the queue – ideal for shared team inboxes.Ħ. We’ll use “EMEA Leads” in this example.ĥ. From Salesforce Setup, search “queues”.Ĥ. **Users in groups could have the permission to change record owners with a combination of a profile (or permission set) with the “transfer records” and edit access, granted via the role hierarchy or a sharing rule.ġ. *If Enterprise Territory Management is enabled. all users in the public group will have the ability to view the record and change the record owner. You can base queue membership on a public group (i.e.They don’t allow users to change the record owner of those records*, whereas queues do. Groups enable record visibility to be extended to multiple users at once. These can contain individual users, other groups, or users in a particular role or territory. Public groups (the most common) are created by Salesforce Admins.Public groups are the most widely-used type of group in Salesforce (other less common ones are personal groups and manager groups).What is the difference between queues and groups in Salesforce? As queues are described as a group of users, this can be confused with “ groups” – another way to share records in Salesforce.
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