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Experience Cloud
Create a Queue for Lead Distribution

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Create a Queue for Lead Distribution

Create a shared queue of leads and add partners to the queue. A queue is a special type of list view that you can quickly share with multiple users, groups, and roles. In fact, creating a queue automatically creates a list view in your org. Queues and their corresponding list views both have visibility settings that allow you to share contents with partner users in your Experience Cloud site.

Required Editions

Available in: Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create and change queues:

Customize Application

AND

Manage Public List Views
To change lead list view visibility:

Read on leads

AND

Create and Customize List Views
To create, edit, or delete public list views: Manage Public List Views
  1. From Setup, enter Queues in the Quick Find box, then select Queues.
  2. Create a queue to queue leads for the lead inbox. Let’s call this Lead Inbox Queue or an intuitive name of your choice.
  3. On the queue detail page, under Queue Members, add the partner users you want to pass leads to. You can set the visibility settings by profiles, roles, or users.
  4. Save the queue, which also creates a list view by the same name.
  5. Next, go to the Leads object home in your org. From the Views drop-down list, select the list view with the same name as the queue and edit the list view.
    Note
    Note You can’t edit list views in Lightning Experience.
  6. In the Step 4: Restrict Visibility section, set visibility preferences. For example, to share the queue with all partners, search by and share the list view with the All Partner Users group and save.

In Partner Central sites, you can select this list view to display in the lead inbox in your site. You can create and share multiple queues and the corresponding list views with partner users. Partner users with permissions to access leads, queues, and the corresponding list views can see all lead list views and switch between them.

See Also

 
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