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  1. 5 feb 2024, 17:40

    I'm wondering if another great solution for folks to implement could be to confirm a business-specific policy that if a user isn't logged into Salesforce by a particular time of a workday, any tasks assigned to them due that day or the day before, are reassigned to a queue of users logged in that day (complexity of the pathway to those queues and the number of queues based on that's business's requirements of course)?

     

    More complex to set up, but this way users don't have to be trained to reassign or flag someone as out, even though it would be a good communication strategy to inform this of the update, in case they become confused why suddenly they're assigned tasks for a record owned by someone else.

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