How to Create Queues in Salesforce

In this Salesforce tutorial, we will try to understand how to create queues in Salesforce.

Queues are the list of records that have no owners. The role of the queues is that if the records that are not allocated to someone are attached to the queues. For creating queues, I found a solution that helped us. So in this tutorial, we will understand how to create queues in Salesforce.

So, here we will discuss these topics in this Salesforce tutorial:

What are Queues in Salesforce?
How to create queues in Salesforce
How to create queues in Salesforce lightning
How to create queues in Salesforce Classic
How to make queues in Salesforce
How to set up queues in Salesforce

Table of Contents

What are Queues in Salesforce?

In Salesforce queues are used to allocate the records that do not have any user as an owner. The users who have approached the queue are called queue members. The member in the queue can inspect the records in the queue and hold the owners and the ones they want.

When the new record is attached to the queue, the email is sent to the queue member. The Salesforce queue email template can set the email for the queue members. Until the queue member can pick the records, the records still remain in the queue. In Salesforce, the queues are only supported for leads and sales.

So, with this, we have learned What are Queues in Salesforce. Further, we will discuss how to create queues in Salesforce.

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How to create queues in Salesforce

A queue helps in the control of cases, leads, custom objects, and service contracts for the team. The queues also help in managing or balancing the workload of employees. In the queue, we make sure that no lead can be unattached all are attached.

Here we will discuss the steps how to create queues in salesforce lightning:

Go to the setup that is present under the gear icon, then enter the queues in Quick Find Box that is present in the left sidebar. Click on the queues option.
After clicking on the queues, the queues page is open then click on the new button.
After clicking on the new button the new queue page is open fill the information inside the page. Firstly fill in the label, and queue name and then select the checkbox to send emails to members.
After that selected the available objects and then add the selected object to the selected object.
Search the users, roles, and public groups you want and then select the available members and add the available members to the selected members after that click on the save option.
After clicking on the save option we can see that the new queue is created.

Now, let’s move ahead and see how to create queues in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

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How to create queues in Salesforce lightning

Here we will understand how to create queues in salesforce lightning. If you want to learn how to create queues in salesforce follow these steps:

Step-1: Login into the salesforce lightning account then go to the setup that is present under the gear icon (⚙️).

Step-2: Enter the queues in Quick Find Box that is present in the left sidebar. Click on the queues option.

Step-3: After clicking on the queues option, the queues page is open. In the queues page the new option is present, click on the new button.

Create queues in salesforce — Click on the new button

Step-4: After clicking on the new button the new queue page is open, fill the information inside the page. Firstly fill in the label, Here we are filling the label as the United States leads queues and then we fill the queue name.

If you want the email to be sent to all queue members select the check box of the send email to members.

Create queues in salesforce lightning — Enter the fields

Step-5: After filling in the name selected the supported object first click on the available objects and then add the highlighted object to the selected object. Here we are clicking on the Lead and USA student from the available objects.

Salesforce create queues — Select the objects

Step-6: Search the users, roles, and public groups you want and then select the available members and add the available members to the selected members after that click on the save option.

Salesforce lightning create queues — Click on the save option

Step-7: After following the above steps, have successfully created queues in Salesforce lightning. Moreover, this newly created queue is lying under the new button.

This is how we understand how to create queues in Salesforce lightning. Further, we will learn how to create queues in salesforce classic.

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How to create queues in Salesforce Classic

Here we will understand how to create queues in salesforce classic. If you want to learn how to create queues in salesforce classic follow these steps:

Step-1: First, Log in into Salesforce Classic. Click on Setup and then click on the drop-down menu of manage users. After clicking on the drop-down arrow manage users list is open.

Now select the queues inside the list that is present under the manage users of Salesforce.

How to create queues in salesforce classic

Step-2: After clicking on the queues option, the queues page is open. In the queues page the new option is present, click on the new button.

Create queue in salesforce classic — Click on the new option

Step-3: After clicking on the new button the new queue page is open, fill the information inside the page. Firstly fill in the label, Here we are filling the label as the Chicago lead queues and then we fill in the queue name.

If you want the email to be sent to all queue members select the check box of the send email to members.

Create queues in the salesforce classic — Send emails to members

Step-4: After filling in the name selected the supported object first click on the available objects and then add the highlighted object to the selected object. Here we are clicking on the Lead and USA student from the available objects.

Salesforce classic create queues — Select the objects

Step-5: Search the users, roles, and public groups you want. Here we are selecting the roles, then selecting the available members, and add the available members to the selected members after that click on the save option.

Salesforce classic create the queues — Select the members

Step-6: After following the above steps, have successfully created queues in Salesforce classic. Moreover, this newly created queue is lying under the new button.

Create the queue in salesforce classic — Queues are created

So, with this, we understand how to create queues in Salesforce Classic. Further, we will learn how to make queues in salesforce.

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How to make queues in Salesforce

Here we will understand how to make queues in salesforce. If you want to learn how to make queues in salesforce follow these steps:

Step-1: Login into the salesforce lightning account then go to the setup that is present under the gear icon (⚙️).

Step-2: Enter the queues in Quick Find Box or go to Users which is present in the left sidebar. Click on the queues option.

How to make queues in salesforce lightning — Click on queues

Step-3: After clicking on the queues option, the queues page is open. In the queues page the new option is present, click on the new button.

Make queue in salesforce — Click on the save option

Step-4: After clicking on the new button the new queue page is open, fill the information inside the page. Firstly fill in the label, Here we are filling the label as the Newyork lead queues and then we fill the queue name.

If you want the email to be sent to all queue members select the check box of the send email to members.

Make queues in salesforce lightning — Send email to members

Step-5: After filling the name selected the supported object first click on the available objects and then add the highlighted object to the selected object. Here we are clicking on the USA Employeee from the available objects.

Salesforce make queues — Select the object

Salesforce lightning make queues — Select the members

In this way, we have learned how to make queues in Salesforce lightning.

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How to set up queues in Salesforce

Here we will understand how to set up queues in salesforce. If you want to learn how to set up queues in salesforce follow these steps:

Step-1: Login into the salesforce lightning account then go to the setup that is present under the gear icon.

Enter the queues in Quick Find Box or go to users that are present in the left sidebar. Click on the queues option.

Step-2: After clicking on the queues option, the queues page is open. In the queues page the new option is present, click on the new button.

How to set up queues in salesforce lightning — Click on a new option

Step-3: After clicking on the new button the new queue page is open, fill the information inside the page. Firstly fill in the label, Here we are filling the label as the Sysco lead Queues and then we fill the queue name.

If you want the email to be sent to all queue members select the check box of the send email to members.

Set up queues in salesforce — Send an Email to the Member

Step-4: After filling the names select the supported object, first click on the available objects, and then add the highlighted object to the selected object. Here we are clicking on the Developer USA and Project USA from the available objects.

Set up queues in salesforce lightning — Click on selected objects

Step-5: Search the users, roles, and public groups you want and then select the available members and add the available members to the selected members after that click on the save option.

Salesforce set up queues — Click on Save option

Step-6: After following the above steps, have successfully created queues in Salesforce classic. Moreover, this newly created queue is lying under the new button.

Salesforce lightning set up queues — Queues are created

So, with this, we understand how to set up queues in Salesforce lightning.

Also, take a look at some more Salesforce tutorials.

Conclusion

In this tutorial, we have learned how to create queues in salesforce, and also we have covered how to make queues in salesforce. This can be performed on both salesforce lightning and salesforce classic.

What are Queues in Salesforce?
How to create queues in Salesforce
How to create queues in Salesforce lightning
How to create queues in Salesforce Classic
How to make queues in Salesforce
How to set up queues in Salesforce

Bijay Kumar

I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.