Quick summary
Salesforce queues let teams share and prioritize workloads by routing records like leads and cases to a group of users. This step-by-step walkthrough shows how to create a queue in Salesforce Setup, configure its details, and assign members in minutes.
Steps
- Click the gear icon at the top right of the Salesforce dashboard to open settings.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Queues.
- Click the New button to start creating a queue.
- Fill in the required queue details in the configuration form.
- Select users from Available Users, then click the > button to move them to Selected Users.
- Click Save to finalize and create the queue.
