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          Create Routing Rules for a Queue

          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
           
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          Salesforce Help | Article