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I would like to know a process where I can create a notification functionality over a case queue that I'm handling.    Use case: If a new case has been added to the queue i'm working in, it will give me a notification on my email ID That there is new case in the queue!    email notification should work as I'm getting emails when i assign a new case or do something on the cases within the same queue.  

1 个回答
  1. 8月11日 22:06

    Hi Nitin — two solid ways to do this: 

     

    1) Native, no-code — Queue email notification. 

    Setup - Queues - edit your queue - set a Queue Email and check "Send Email to Members." When a case is assigned to that queue, Salesforce emails the queue members (and/or the queue email address). 

    Caveat: this fires when the case is routed in via active assignment rules (or saved in the UI with "Assign using active assignment rules" checked). If cases land in the queue another way — a manual owner change, or an API insert without the assignment/email headers — the built-in email may not fire. That's where option 2 is more dependable. 

     

    2) Record-Triggered Flow (most reliable + flexible). 

    - Object: Case. Trigger: "A record is created or updated." Optimize for: Actions and Related Records. 

    - Condition Requirements: Owner ID Equals your Queue's Id. (A queue owns records through a Group, so the Case OwnerId becomes the queue's Id — it starts with 00G. Get it from Setup - Queues, or SOQL: SELECT Id, Name FROM Group WHERE Type = 'Queue'.) 

    - When to Run the Flow for Updated Records: choose "Only when a record is updated to meet the condition requirements" — that way it fires exactly once, the moment a case enters the queue (and also when a case is created directly in it). 

    - Action: Send Email (to your address, or add the specific people who watch the queue as recipients). 

    Because it keys off the owner being the queue, it fires no matter how the case got there, and you can add filters (priority, origin, record type) so you only get pinged for the cases you care about. 

     

    Tip: if several people monitor the queue, either list them as recipients in the Send Email action or use an Email Alert with a template for nicer formatting. 

     

    Refs: 

    - Queue "Send Email to Members" behavior:

    https://help.salesforce.com/s/articleView?id=000384841&type=1

     

    - Walkthrough of Queue Email setup:

    https://www.simplysfdc.com/2021/01/salesforce-queue-email.html

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