How to Assign records to Queue using Salesforce Flow? | Record Triggered Flow Salesforce
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- Опубліковано 29 січ 2022
- In this video, I'm explaining How to assign records to the queue using Salesforce Flow, I'm using a record-triggered flow to automate the business use case whenever a lead is created with the lead source as Web Our flow should assign that lead to the Queue.
What is Queue in Salesforce?
Queues in Salesforce prioritize, distribute, and assign records for teams who share workloads. Queues are like holding areas in your CRM, where records wait for a user to pick them up, assign them to an owner, and work on processing them.
What are the advantages of using Queue in Salesforce?
1. Manage shared workload easier,
2. Helpful if you have a user out sick or on vacation,
3. Access Queues as a ListView
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Hi Shubham, I have one requirement where i need to set ownerId to different queues based on criteria. how can we do that?
Thanks a lot for this big help
Happy to help
nice explanation. Shubham :)
❤️❤️🔥
Thank you bhai even project team people are non scence you Are help ful
Glad it was helpful
Hi thanks for video.....
But I need to display queues or groups in the case owner lookup field in case object in flows...
Can you please give some ideaa ...
Hai your video so amazing, but i have trouble with it. like in case page layout showing
"Owner ID: owner cannot be blank"
Do you have any workaround or idea? Many thanks
Hi Thank you so much for this video. How should I set up the flow when there is two record type that needs to be used in the screen flow
The below Videos will help
ua-cam.com/video/TuvFYp_N8MQ/v-deo.html
ua-cam.com/video/hN6vOjAH8oo/v-deo.html
Hi how can we make this to a child object where the owner needs to be changes based on a criteria ?
I want to collect all the records that triggered the flow and send list to apex class and also schedule sending the list to apex class (class having API Callout) , when I am trying it it's sending only single record not a list so my flow is failing. Please help.
Hi shubham ... I have one requirement like if a case is assigned to an agent . That agent should not be able to assigned to another agent who is in the same group or queue .. How can we prevent the agent to assigned to agent in the same queue using record triggered flow..
How to retrive all queues and assign based ln conditions
Hi Shubham, can I not use Assign element, but instead assign the owner in the Update record Element? Beacuse I need to update multiple fields on one record, as well as assign Queue as owner.
In before save flow both the update/assignment element works same you can use any of it.
Tanks
Welcome
Hi Shubham, Can you please explain how to set up the round-robin assignment of custom object records in Salesforce?
ua-cam.com/video/-95lext9YOE/v-deo.html
@@salesforcegeek In that example, they have created two custom objects and multiple flows. But I've heard we can do it with just one flow and a couple of the fields on the custom object you're trying to set up the round-robin assignment.
Likitha I need to give it some time this weekend as right now I’m really packed
@@salesforcegeek Thank you, I'll be waiting for that video from you.
Hi Shubham, thanks for the great video. We have a similar flow that assigns to the queue when a case is created through web form. But at the moment the queue is not getting assigned when the case is created. When I checked the queue, there are no users assigned right now could that be the reason? or How can I troubleshoot this? Appreciate your help! Thanks!
Please check Case assignment rules as well if there is any.
@@salesforcegeek Yes there are case assignment rules and they are active.
Hello, Thanks for sharing but can we assign leads based on their profile using flow?
Yes we can you need to fetch the user on the basis of their profile and assign them as owner
@@salesforcegeek Got It.We get Profileid from User but then we Assign OwnerId In Lead the flow failed.Thats the concern.
In that case What’s the Error?
@@salesforcegeek This error occurred when the flow tried to look up records: Id, ProfileId FROM User WHERE ((ProfileId = '2F00e5j000000EL5n'))
Can you please share the errro description
How to assign case to different Queues with diff case status?
You can use case assignment rule if you want the owner to be updated on creation but if you want it to be on update of case then you need to use flows.
So don't we need to use 'Update records' element?
In the new update we can also use update record element as well this is doable by both now
Review the errors on this page.
Owner ID: owner cannot be blank
Review the following fields
Owner ID
Can you please explain it ?
I got the same error.
System.DmlException: Insert failed. First exception on row 0; first error: INVALID_CROSS_REFERENCE_KEY, Owner ID: owner cannot be blank: [OwnerId]
I removed the "assignment" step from the flow and the error went away, so it's not the "get records" step.
I made "Record > Owner ID Equals 1", and it gave me an error about 1 being an invalid Owner ID, so it's not the record assignment
Therefore it's the last part: "Group from [Queue API Name] > Group ID" is creating a problem.
From my CS experience, I believe that something happened so that the Queue does not have a Group Id, therefore the system is trying to assign the Owner as null, so the system gets mad and throws an error
Is there a different solution to make sure the lead gets assigned to a queue?
man you talk too much! please explain only the required info.
Hope you get some good thing from the video