Set Queue Custom Object on Any Standard Object
Problem: One of the big limitations in Salesforce is the inability to set queues on Standard Objects other than Cases, Leads, Tasks, Contact Requests, Orders, Service Contracts, Knowledge Articles, or custom objects. As an alternative, you could create a custom object which replicates the behavior of a Queue.
First go to: Setup -> Object Manager and click create and begin the process to create the object
It is recommended to check this checkbox when creating the object:
Launch New Custom Tab Wizard after saving this custom object
This way you will have a tab for the queue that you can navigate to in order to view the records attached to the queue.
With the new Queue object and Tab created, you can now create lookup fields to this queue object through the object manager for the respective object. Along with creating the Lookup Field, you should create a formula field which will look at values on the record based on that return the name of the queue the record should be associated to.
After this step has been completed you will have the new Queue custom object, a tab to view the object, a Lookup Field to the new object on the object you would like to relate to the queue, and a formula field that will determine which queue the record should belong to.
Now you can create your Lookup Helper setting, the custom object the Lookup field to Queue was created will be the child object, the new Lookup Field will be the field to populate. For the matching field you will use the formula field on your custom object matching to the name of the Queue record.
You do not need to create records for the queue if you check the setting to create new category records, as then Lookup Helper will be able to do this for you.
After running the setting go to the queue tab, you should see a record for each queue that was returned by the formula field. Navigating to those Queue records you will see they have a related list of your custom object with all the records that belong to that Queue. You can then have your users work off this related list to complete records assigned to the Queue.
|Easily access aggregated rollups/metrics without complex reporting||Lookup Helper Use Case Library||Top Use Case: View Account Information on a Lead|