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            Create and Configure a Queue for Digital Lending—India

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            3. Financial Services Cloud Admin Guide

            Create and Configure a Queue for Digital Lending—India

            Create a queue for the application form and party profile records, and the set of users who can retrieve these records from the queue.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create or change queues:

            Customize Application

            AND

            Manage Public List Views
            To change the queues created by other users:

            Customize Application

            AND

            Manage Public List Views

            AND

            Manage Users

            Evaluate party profiles and review application forms by organizing users into specific groups, levels, and hierarchies. Queues for application forms and party profiles help manage tasks, such as data verification and underwriting based on users' roles, locations, and skill levels.

            1. From Setup, in the Quick Find box, enter Queues, and then click Queues.
            2. Click New.
            3. Enter a label for the queue.
              For example, Underwriter User Queue.
            4. If needed, add an email for the queue.
            5. If needed, select Send Emails to Members.
            6. Under Supported Objects, add the objects from Available Objects to Selected Objects.
              For example, for an underwriter queue, you can select Application Form and Party Profile.
            7. Under Queue Members, from Available Members, add the user roles to whom you want to assign the queue, to Selected Members.
            8. Save your changes.
             
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