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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Creating a queue

In Salesforce, every record has to be owned by a user or a queue. A queue is a group of users who can own records.

From a business perspective, one example is where new leads are placed in a lead queue. Users who are assigned to it can go into the lead queue list view and reassign leads to themselves that they wish to pursue.

Another use case could be when a group of support users is assigned to a case queue. From there these support users can actively go into the case queue list view to reassign cases to themselves. They will then be the owners of any reassigned cases and are responsible for working on these cases.

This concept is very important, as it allows users to complete work in a more efficient manner by providing direct access to assign records and keeping the business process moving.

Business use case

You are the Salesforce admin for XYZ Widgets. The support manager has a use case where a New York Cases queue needs to be...

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