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            Create Routing Rules for a Queue

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Create Routing Rules for a Queue

            Set up rules to direct application form records in a queue to underwriters based on their skill level and the type of loan that’s being applied for. This way, you can make sure that the most qualified underwriter must have evaluated each application .

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create routing rules: Customize Application
            Create routing configurations for queues.

            See Also

             
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