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#Queue0 discussing

Looking for ideas and inspirations for tasks to queue in Salesforce triggerd by Account Engagement

 

Hey Community,

 

I'm working with Account Engagement and figured out some cases for my company where it would be useful to assign Tasks to a queue based on rules in AE Studio.

 

Example Setup:

  • Account Engagement Studio has a journey with different rules and actions
  • Based on some rules it would be really nice to assign a task to a specific salesforce queue
  • e.g. if Rule A = true, then create task to "service call team" queue for calling the contact
  • OR if Rule A = false, then create task to "administration team" queue to create specific documents

This is only a simple example and I solved it currently with the salesforce admin to create a flow in Salesforce and assign a task to a queue.

 

Example:

  • Account Engagement Studio journey Rule A = true -> set value for custom_field_A = true; if Rule A = false -> set value for custom_field_A = false
  • Flow in SFC triggerd by field changes and check if value is true or false
  • If value in SFC field ist set to true it creates a task to the "service call team" queue

What questions I've in mind to disccuss?

  1. What could be a smarter solution to assign tasks to a queue?
  2. Maybe it could be solveable in a more general way, like -> Account Engagement is assigning a prospect to a list/campaign with values like a table
  3.  
queue | topic | detailed information | due dateCall center, call contact, customer ist asking ... bla bla, 2024-07-20Office team, create document, create specific document, 2024-08-15

Salesforce flow will check this information continously and will create tasks for specific queues based on queue column.

 

Just an idea, what do you think, would it be possible?

 

3. Can a user assigend task assigned to a queue by some automation anywhere based on subject content for example?

 

What's the background behind this ideas.

  • Ensure representability in a team.
  • Staff changes have no effect on flows/journeys being adjusted.
  • Tasks can be assigned independently of the assigned user.

I'm curious about your thoughts and solving ideas.

 

Enjoy your day,

Frank

 

#Trailhead Challenges  #Flow  #AccountEngagement  #Pardot B2b Marketing Automation  #Journey Builder  #Automation  #Tasks  #Queue

3 comments
  1. Aug 4, 2024, 3:59 AM

    This might be a bit late, but you can use Account Engagement External Actions to call an Autolaunched Flow directly. Once you are in the Flow, you can create the Task however you want, with whatever fields from the Prospect you want (as long as you pass them in via Input Variables).  You could then send highly customized notifications to slack/ms teams as you see fit.

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We have a public group that gets notified when a record is created for a custom object. That record goes to the related public group queue and owner is set to the queue. Users will change the owner from the queue to themselves which automatically removes the record from the queue. I need a way to identify the records that have been in the queue longer than 7 days so an email can be sent to management for follow up.

 

I'm comfortable with the email portion inside flow, I just can't for the life of me figure out how to write a condition/formula to identify those records.

 

#Flow  #Queue  #Sales Cloud  #Salesforce Developer  #Formulas

2 answers
  1. Feb 28, 2024, 9:15 PM

    Thanks @Davis Johnson, that helped for sure. I think I'm going to create a simple flow that checks a hidden box when the owner is changed. Then I can reference that checked box in a formula to sort out records already assigned.

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Hi admins,

I have updated an approval process to add an extra step at the beginning. All records for a custom object enter the new step. The assigned approver is a queue that I created, and I have added members to the queue.

During testing the individuals can access the record and they receive an email, however when they go to the queue the record is not there. Am I missing a step to make this record visible in the queue? Are there permissions somewhere that I need to configure? #ApprovalProcess #Queue 

5 answers
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I've created a quick action button on the Account object and want to predefine the Assigned to field.  How can I always assign the task to the same Queue?  #Queue #Predefined Field Value #Salesforce Admin

5 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Oct 4, 2021, 7:09 PM

    Hello

    You can't use the quick action to predefined a lookup field.

    You need to set this after the record is created using a flow or process builder.

    Do you have some kind of criteria you could target for example subject equals "Follow up Account"?

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We receive new cases assigned to a General Queue. If we want to merge 2 cases, we first have to assign them both to one same agent, then merge, then put status back to "New" and then change the Owner again so they go back to the Queue... 

 

How can I #merge #cases from the  #Queue without changing Owner and Status????

1 answer
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Am I correct with regards to Queues for leads that the send email notification feature only works for cases?

 

#Leads  #Queue Email Notification  #Queues  #Queue  #Lead  #Sales Cloud

3 answers
  1. Aug 17, 2021, 1:09 PM

    Hi Jason,

     

    Are you using Assignment Rule? If yes, you can also include Queue on the Lead Assignment Rule for notification using Email.

     

    Regards,

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I got this task - If the previous lead owner was a queue, and now it’s a user, change the status to ‘Assigned’ + set ‘Date Assigned’ Updating fields seems like an easy task, but the first stage of the task i cant manage it, i tried to use priorvalue for catching the previous lead owner, check if it was queue but i get this error message - "The PRIORVALUE function cannot reference the Owner:Queue.OwnerId field." The Lead owner fields is a - Lookup(User,Group) Any suggestions :)? Thanks

#Workflow Rules #Queue

4 answers
  1. Aug 1, 2021, 9:21 AM

    Hi Nadav,

    Sorry my bad, I mistakenly wrote it thinking CASE but there it should be for LEAD. Anyways instead Of Case just put everywhere Lead. 

    And yeah that same thing you can achieve with Workflow as well!!

    But you are getting that error because the syntax for referring a field in Process Builder and Workflow are different, So what you can do is :

    Create a workflow on Lead object

    Select Evaluation criteria as: created, and every time it's edited {2nd Option}

    And formula, just make it formula evaluates to true and give the be

    AND(LEFT(PRIORVALUE( OwnerId ), 3) = "00G", LEFT(OwnerId, 3) = "005")

    For ref:

     

    Hi Nadav,Sorry my bad, I mistakenly wrote it thinking CASE but there it should be for LEAD. Anyways instead Of Case just put everywhere Lead.

    Hope it helps!

    Let me know if you have any further doubts or you getting any error!

    Thanks :)

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Here's my Use Case:

 

  • I have a custom object record that runs through an Approval Process
  • The Assigned Approver is a Queue of Users, not all of whom need to see or Approve this particular record
  • I only want Queue members who are also a specific Role on the parent Account's Account Team to Approve the particular record
  • Assumption #1:  there is more than one User who meets the criteria from my previous point
  • Assumption #2:  there are too many Accounts for which to set up individual Queues and dedicated clones of the same Approval Process

 

Given that I cannot designate Account Team Members with the specific Role as Approvers (similar to setting them as Recipients of an Email Alert), what's my best approach?

 

#Approval Process #Queue

3 answers
  1. Jun 29, 2021, 7:34 PM

    Also, how do I check for Type, if the Type I'm looking for is a specific Role as the parent Account's Account Team Member? I don't see an entry under $User for TeamRole or TeamMember.

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2 answers
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Hello everybody,

 

Is it possible to route incoming SMS messages to a user or queue based on the ownership of the associated object (contact, account, opportunity)? Ideally, I'd like incoming SMS messages routed to the queue that owns an opportunity. The queue that owns the opportunity, however, changes frequently, so creating a messaging channel that is related to that same queue doesn't really achieve what I want. If Queue A owns the opportunity today, and they create a messaging user for messaging channel A, and that end user responds tomorrow when the opportunity is assigned to Queue B, the message is still going to route to Queue A. Anybody have any ideas? 

 

Thanks in advance

Dave

3 comments
  1. Apr 23, 2021, 5:58 PM
    If anybody else is reading this and having issues, make sure you update your bot's permission set to "run flows"!
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