Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Using Custom Workflow and Approval Processes
Introducing Workflow
Workflow in Our Recruiting App
Creating Workflow Rules That Assign Tasks
Creating a Workflow Rule That Updates Fields
Introducing Queues
Try It Out: Create a Queue for Positions
Try It Out: Create a Workflow Rule That Updates Fields
Introducing Time-Dependent Workflow Actions
Try It Out: Create the “Notify Recruiting Manager” Time-Dependent Workflow Task
Look At What We've Done
Creating a Workflow Rule That Sends Email Alerts
Introducing Approvals
Summing Up
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Try It Out: Create a Queue for Positions

To define a queue, we simply need to know the types of records that can be placed in the queue (in our case, Positions), and the users who are allowed to pull records out of it (in our case, Recruiters). Once we know those two things, defining the queue itself is just a matter of a few simple clicks:

  1. From Setup, enter Queues in the Quick Find box, then select Queues.
  2. Click New.
  3. In the Label text box, enter Unclaimed Positions Queue.
  4. In the Queue Email text box, enter an email address for an individual or a distribution list, such as recruiters@universalcontainers.com.

    When you click in the Queue Email text box, the Queue Name text box is automatically populated.

  5. Select Send Email to Members.

Notice here that if recruiters@universalcontainers.com was a real email distribution list that went to all recruiters, we wouldn't need to select Send Email to Members. We do it here only because recruiters@universalcontainers.com is a fake email address and can't be used for testing later.

You have two options for notifying queue members when new records are added to the queue.

Send Email to Members not selected
  • If you don’t specify a queue email, individual queue members are always notified, regardless of the Send Email to Members checkbox.
  • If you specify a queue email address, only that address is notified.
Send Email to Members selected
  • If you don’t specify a queue email, individual queue members are always notified, regardless of the Send Email to Members checkbox.
  • If you specify a queue email address, that address and individual queue members are notified.

    Note that if an individual queue member also receives email sent to the specified queue email address, they'll receive duplicate notifications.

  1. In the Supported Objects section, move Position into the Selected Objects list.
Defining a Queue The New Queue page. Under Queue Name and Email Address, the Send Email to Members checkbox is selected.

As you can see, a single queue can handle multiple objects—the platform allows you to do this so that you don't have to define multiple queues for the same group of users.

  1. In the Queue Members section, select Roles and Subordinates from the Search drop-down list.
  2. Move Role and Subordinates: Recruiting Manager to the Selected Members list.
  3. Click Save.

Perfect! We've just defined a new queue that can act as a temporary owner for all of the position records that are created by hiring managers. Whenever a position is placed in the queue, all recruiters are notified, and the appropriate person can claim ownership. All we need to do now is define the workflow rule that places those position records into the queue.