In Salesforce, Records are used to distribute and assign records used by teams that share workloads. Queues in Salesforce are used for managing cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects.
Salesforce flows help automate the process of assigning records to queues. In this Salesforce tutorial, we will learn to Assign Records to Queue Using Salesforce flow.
In this example, we will assign the lead record to a Queue according to the trigger condition where, if the Rating of the lead is Cold, then the lead will be assigned to the selected queue.
To assign records to a queue, you must have an existing queue to which you will assign records.
Assign Records to Queue Using Salesforce Flow
For Assigning Records to Queue Using Salesforce Flow, we will create a Record Trigger flow in the below steps.
1. Create a Record-triggered flow
- Navigate to the Setup page. In the Quick Find box, search and select Flows under Process Automation.
- In the flows setup window, click on New Flow.
- Select the option Record Triggered Flow and click the Create button.
2. Configure the Trigger
- In trigger conditions, select the Object as Lead, and in the section Configure trigger, select the option ‘a record is created.’
- In the Condition Requirements, I have selected the Field as Rating, Operator as Equals, and Value as Cold. It will filter the new leads created with cold ratings.
- In the section, Optimize the flow, select the option Fast Field Updates.
3. Add a Get record element
Enter the Label and the API Name fo the get record element. Then, in the Object field, select Group because the queue is a group.
In the Condition Requirements, select the Field