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Create and Configure a Queue for Digital Lending—India

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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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