Groups, Queues, and Assignment Rules

Video Overview

This is not an exhaustive review, but instead a quick primer on some simple but important, and often overlooked topics within Salesforce: Queues, Groups, and Assignment Rules.

Here’s what we do in the video:

  1. Create a public group with a couple users
  2. Create a Queue for new Leads
  3. Generate some assignment rules to put new leads into that Queue if they meet the criteria we set up.
  4. Test!

Thanks for watching!

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