Task Assignment to Queues in Salesforce
In the Organization, to effectively share workload, sales and service representatives are added in queues in Salesforce. But, Salesforce did not provide the feature to assign tasks to queues before Spring ‘20 release. Due to this, an organization relies on one sales/service rep for a particular task/activity to do it all. In Spring ‘20, Salesforce provides a feature to assign tasks to a queue to share work efficiently. With this feature when a task is assigned to a queue, any of the members from that particular queue can pick the task. This way the organization's productivity can be increased.
- With this feature any organization’s teams and members can be effectively managed.
- When a task gets created with some automated processes like Process Builder, Apex Triggers, classes or flows, it can also be assigned to the queues.
- Using AI-driven insights into tasks, organizations can track each team and team member’s performance.
- Resolution time for any task can be improved which in turn increases KPIs exponentially.
Reference Links: Spring 20 release notes
For any query on Task Queue Assignment, contact [email protected]
Assign Tasks to Queues in Salesforce
Salesforce core platform provides many great features and automation tools to enable users from different teams to work collaboratively and efficiently. Amongst these, user queues and tasks are 2 common features.
User queues help your teams to manage a case, leads and other objects in collaboration and a group of users can own a record collectively. Cases and leads can be assigned to both users and queues.
Salesforce task is another functionality in Salesforce which helps to keep track of activities and to-do lists associated with leads, campaigns and other standard objects in Salesforce. Tasks can be leveraged to remind and assign users about the actions that need to be taken from their end. In order to enhance the productivity of users working on Salesforce, Salesforce provides with out of box automation & shortcuts to create and update tasks, provides predefined task templates and enables users to assign a task to multiple/bulk users in a single click.
Spring 20 Release Update
Salesforce provides the option for Cases & Leads to be assigned to queues so that agents could pick those up according to their availability. However, the ability to assign tasks to a queue was missing for a long. This was making it difficult for teams as assigning a task to a group of users (public group) was creating individual tasks for all users whereas the requirements were to notify about a task to a group of users and allow one of them to complete it according to bandwidth availability.
This idea has been requested on IdeaExchange by Salesforce users. After the idea got a considerable amount of support from all the users, Salesforce has decided to add this feature as a standard functionality of Tasks. Salesforce released this capability to assign a task to a queue in its latest release - Spring 20.
As part of this functionality:
- Users can now assign a task to a queue from where the queue members can view the task and collaborate to complete it.
- Multiple users can work on the same task and it will not be assigned to a single person individually. This overcomes the issue of assigning the task to a group where individual tasks get created for all users.
The only thing that you need to do as a prework is to add “Task” as a supported object within Setup in Salesforce.
By introducing this functionality, Salesforce has finally solved the issues faced by multiple customers who were not able to assign tasks and hence had to wait for the stage of record to get updated to get a different team to work on it. With this, users can assign tasks to different teams(finance, procurement, etc) to check on their end while they are still working on a different aspect of the record.
- App Building
- Be Release Ready – Spring ’24
- Salesforce Well-Architected ↗
- See all products ↗
- Career Resources
- Essential Habits
- Salesforce Admin Skills Kit
Home » Article » Learn MOAR in Spring ’20 with Queue Assignment for Tasks
- Learn MOAR in Spring ’20 with Queue Assignment for Tasks
Discover Spring ‘20 Release features! We are sharing five release highlights for Salesforce Admins (and Developers ), curated and published by our evangelists and PMs as part of Learn MOAR . Complete the trailmix by March 31, 2020, to get a special community badge and unlock a $10 contribution to FIRST® .
With the Spring ‘20 Release, queues for task management in Lightning Experience are your wish come true . Now, teams can work as a group by sharing a task queue, whether their focus is on selling, customer service, or just the pleasure of efficient business processes. Tasks are assigned to a queue that’s shared by a group of users. Any one of those queue members can take ownership of a task, which creates a pipeline of work items that can be completed more efficiently.
How Task Queues Can Benefit Your Teams
Most business processes involve collaboration, and it’s crucial to optimize your processes by eliminating lag-time between hand-offs, during allocations, and from miscommunications. Here are some examples of how task queues can help you enhance your team’s performance and, hopefully, your customer experience:
- An account executive assigns a task to a queue so that the first available sales rep can qualify the opportunity and close the deal without any unnecessary delays.
- A service agent assigns a customer case task to a queue for a group of subject matter experts. The service agent is able to deliver a solution to unblock the customer without waiting for critical information. Their case resolution metrics are also improved.
- Automated tasks created through Process Builder go straight to a queue for inside sales reps, allowing them to follow up with contacts about renewals and develop longterm customer loyalty.
- By leveraging the power of the Salesforce Platform, tasks are related to a custom object for new job openings. These job opening tasks are assigned to a queue shared by recruiters, who delegate work to themselves to find top candidates without wasting any time.
Ready… Set… Start Using Task Queues!
Aside from how much users will love this feature, the next best thing about it is how easy it is to set up. First, create task queues for specific teams of users in Setup. Those task queues automatically show up as task list views, allowing only queue members to see and reassign tasks.
See just how easy it is to set up and use task queues in this short video:
- Spring ‘20 Release Highlights Trailhead Module
- Spring ’20 Release Notes — Queue Assignment for Tasks
- Set Up Queues
- Considerations for Using Tasks
Learn MOAR Spring '20 for Admins
Kira Starzynski is a Senior Technical Writer at Salesforce who’s been crafting empathetic, user-focused content for nearly a decade. She’s passionate about creating intuitive user experiences informed by user feedback. Kira writes everything from UX copy to release notes, Trailhead content to Tweets, as well as help documentation for Salesforce Users, Administrators, and Developers.
The Ultimate Guide to Prompt Builder | Spring ’24
By Raveesh Raina | February 6, 2024
Artificial intelligence (AI) is not a new concept to Salesforce or to Salesforce Admins. Over the years, Salesforce has empowered admins with a user-friendly interface for the setup and configuration of predictive AI features such as Opportunity Scoring, Lead Scoring, Einstein Bots, and more. The introduction of generative AI in Salesforce brings even more possibilities […]
Einstein for Formulas | Spring ’24
By Jennifer W. Lee | January 30, 2024
Formula creation and maintenance is an important skill to have as an Awesome Admin. You can use formulas to automate calculations, validate data, derive values, perform conditional logic, concatenate information, trigger automation, calculate date/time, and much more. You will commonly use formulas in (the most obvious) formula fields, validation rules, and default values in fields. […]
Introducing Files and Attachments Backup in Salesforce Backup | Spring ’24
By Alexa Fletcher | January 22, 2024
What is Salesforce Backup? Salesforce Backup is our native backup and restore solution designed to safeguard customers’ valuable data. Geared for user-friendly operation, Salesforce Backup automatically creates backup copies of business data, empowering organizations to effortlessly restore data and recover from even the most challenging scenarios. With the Spring ’24 Release, we’re thrilled to announce […]
About 15 mins
Create Case Queues
Create a case assignment rule, test the case assignment rule.
- Challenge +100 points
Create Case Queues and Assignment Rules
Now that you have your basic support processes and layouts configured for cases, create case queues and assignment rules to route your cases to the correct support teams at Ursa Major Solar.
Create Product Support Tier 1 and Product Support Tier 2 queues so product support cases can be routed to one of these queues based on case criteria and how long the case has been open.
- From Service Setup, enter Queues in the Quick Find box and select Queues .
- Label: Product Support Tier 1
- Queue email: [email protected]
- Supported Objects: select Case and click Add .
- Queue Members: Click User: (Your Name) in the Available Members list, and click Add to add yourself to the Selected Members list.
- Click Save .
- Label: Product Support Tier 2
- Queue email: [email protected]
Now, create the Inquiry queue for inquiry cases.
- From the Queues page, click New .
- Label: Inquiry
- Queue Email: [email protected]
- Queue Members: Click User: Ada Balewa in the Available Members list, and click Add to add her to the Selected Members list.
So, now you have case queues set up and ready to handle different types of cases as they’re created. Next, create and activate a standard case assignment rule to assign cases to the correct team members. This is how cases get sent to specific case queues, like the ones you just created.
- From Service Setup, enter Case Assignment Rules in the Quick Find box and select Case Assignment Rules .
- Rule Name: Standard Case Assignment
- Select the Active checkbox to make this the active case assignment rule.
Add a rule entry that assigns Product Support cases to the Product Support Tier 1 queue.
- Click the Standard Case Assignment link.
- Click Save & New .
Next, add a rule entry that assigns inquiry cases to the Inquiry queue.
Now rename the Automated Case User to System. Every time there’s an automated case change from an assignment rule, for example, the automated case user name will show up in the case history. It will now show an automated “system” change, rather than showing your name as the admin, whenever an automated case change occurs.
- Enter Support Settings in the Quick Find box and select Support Settings .
- Click Edit .
You want to make sure the assignment rules work for Ursa Major Solar by creating a case.
- Click the Contacts tab.
- Select Recently Viewed from the dropdown, and click the Pat Stumuller link.
- In the Cases related list, click New .
- Select a record type: Product Support .
- Click the Case Number for the case you just created. Ensure that the Case Owner is Product Support Tier 1.
By setting up case queues and assignment rules, cases are now automatically routed to the correct teams. Next, escalate higher priority cases to the Product Support Tier 2 team by creating an Escalation Rule.
- Salesforce Help: Rules
- Salesforce Help: Create Queues
- Salesforce Help: Set Up Assignment Rules
- Get personalized recommendations for your career goals
- Practice your skills with hands-on challenges and quizzes
- Track and share your progress with employers
- Connect to mentorship and career opportunities
- How to Filter Records Owned by Queue in Salesforce Report
In the Salesforce report, sometimes we want only those records of a particular role or records owned by the queue; using this filter, we can customize the data based on specific criteria and our requirements and display the report.
In this Salesforce tutorial, we are going to learn about filtering reports owned by a queue , what a queue is, and what is the purpose of records owned by the queue. Additionally, step-by-step, we will see how to filter reports owned by the queue in Salesforce Lightning and Salesforce Classic.
Table of Contents
Filter Reports Owned by Queue in Salesforce
What is the queue in Salesforce ?
In Salesforce, queues are the list of records that have no owners. The role of the queues is that if the records that are not allocated to someone are attached to the queues.
The queues are the list of records which has no owner; those records are assigned to the queue, and the queue member takes ownership of those records.
What is the purpose of records owned by the queue in a Salesforce report ?
When we have many records and we want to categorize them Salesforce gives some functionality in reports using records owned by the queue filter, we can filter those records which are owned by the queue.
This enables the user to narrow down our data and makes it more straightforward to analyze data. It makes our task easier.
How to Filter Reports Owned by Queue in Salesforce Lightning
Let’s consider an example: we have many case records, and we need to display only those cases that are Queue owned cases. Using this example, we will implement the steps.
Using the following steps, we can filter reports owned by the queue in Salesforce.
1. Go to “ App Launcher ” -> Search “ Reports ” -> Click on Reports .
2. Then click on the “ New Reports ” button to create a new report.
3. Go to All category -> to select a Report Type , Search “ Case “, you can search on which object you want to create a report. -> Select Case . -> Click on the Start Report button.
4. To add the apply Queue-owned cases, click on the Filter option.
- Show Me: Then click on the Show Me option. In this, we can see there are some options to select this is basically for on which basis you want to show records.
- Here, I have selected “ Queue owned cases “. That means only records will display that are owned by the queue. -> Then click on the Apply button.
5. Here, you can see in the Case Owner column only those records are displayed that have Owned by Queue.
How to Filter Reports Owned by Queue in Salesforce Classic
Let’s consider an example: we want to filter Leads records, and we need to display only those leads that are Queue owned leads. Using this example, we will implement the steps.
1. Go to All Tabs -> You will see the “ Reports ” tab -> Click on the Reports tab.
3. Select the Object, here I have selected “ Leads ” Object -> Click on the Create button.
4. Here, you can see the Show option. In that, we need to select “ Queue-owned leads “.
After that, all records owned by the queue will be displayed in the report.
I hope in this Salesforce article, you have an idea about filtering reports owned by a queue, what a queue is, and what is the purpose of records owned by the queue. Additionally, step-by-step, we will see how to filter reports owned by the queue in Salesforce Lightning and Salesforce Classic with examples.
You may like to read:
- How to Apply Filter Quotation Mark in Salesforce Report
- Create list view for queue in Salesforce [Lightning & Classic]
- How to Create Queues in Salesforce
- Salesforce Workflow Rule Not Firing
- How to Filter Multiple Value in Salesforce Report
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us .
- Get Started
- Learn What's Included
- Person Accounts
- Junction Objects
- Get a Trial Org
- Submit a Support Case
- Set Up an Org-Wide Email Address
- Set Up Person Accounts
- Set Up Contacts to Multiple Accounts
- Turn on Feed Tracking
- Enable Notes
- Set Up Salesforce Calendar
- Configure Application Record Types
- Set Up User Profiles
- Set Up User Roles
- Create Users
- View and Assign Permission Sets
- View and Assign Permission Set Licenses
- Configure Sharing Settings
- Protect Sensitive Data
- OmniStudio Prerequisites
- Install OmniStudio
- Download Process Library Packages
- Import and Activate Process Package Components
- Deploy Process Package Lightning Web Components
- Create an OmniScript Form
- Add Data to a Form
- Allow Applicants to Upload Supporting Files
- Configure Save for Later
- Save Form Data to an Application
- Attach a Form PDF to an Application
- Add a Form to a Site
- Get to Know the Common Layer
- Account Page for Service Representatives
- Action Launcher
- Action Plans
- Actionable Relationship Center
- Audit Trail
- Compliant Data Sharing
- Document Checklist Items
- Identity Verification
- Intelligent Document Automation
- Interaction Summaries
- Life Events
- OmniStudio Document Generation
- Outcome Management
- Party Relationship Groups
- Create the Record Aggregation Definition Component
- Create the Record Aggregation Definition Manifest File
- Deploy the Record Aggregation Definition Component
- Generate the Data Processing Engine Definition for Record Aggregation
- Run the Data Processing Engine Definition to Aggregate Records
- Add the Record Aggregation Result Related List to the Party...
- View Aggregated Records
- Record Alerts
- Service Process Studio
- How Timeline Works
- Set Up a Timeline
- Add Timeline to a Page
- Add Timeline to a Site
- Enable Digital Experiences
- Enable Chatter in Your Constituent Portal
- Create a Permission Set for Portal Members
- Customize the Customer Community Profile
- Set Up Self-Registration for Portal Visitors
- Assign Permissions to Your Site’s Guest User Profile
- Add Salesforce Knowledge to Your Constituent Portal
- Create a Path for Application Approvals
- Create a Queue for Application Reviewers
- Create an Approval Process for Submitted Applications
- Show Reviewers Items to Approve
- Give Reviewers a Unified View of a Business or Applicant’s Records
- Create an Application Form Using OmniScripts
- Create Decision Matrices for an Application
- Build an Expression Set for the Business Rule
- Create Application Subtype Definitions
- Create Business Process Type Definitions
- Create Explainability Action Definitions
- Create Explainability Action Versions
- Integrate Your Business Rules Engine with Decision Explainer
- Add the Decision Explainer Log History Component to Application...
- Share Decision Explanations with Constituents
- Manage Approvals
- Business Authorization Application Flow Components
- Licensing and Permitting Prerequisites
- Understand Regulatory Compliance
- Create Regulatory Authorities
- Create Regulatory Authorization Types
- Create Business Types
- Create Record Types for License and Permit Applications
- Create a Business Profile
- Create Business Regulatory Authorization Types
- Create Business Regulatory Authorization Type Dependencies
- Show Required Permits for a Business Type
- Configure License Training Requirements
- Configure Regulatory Transaction Fees
- Create a Decision Matrix to Calculate a Fee for an Inspection or...
- Build an Expression Set to Calculate a Fee for an Inspection or...
- Issue a License
- License and Permit Site Prerequisites
- Create a Site from the Licenses and Permits Template
- Add License and Permit Components to Pages
- Configure the View Inspection History Page
- Configure the View Fee Payment History Page
- Show Licenses, Permits, and Applications
- Show Application Approval History
- Show Permit Requirements
- Show Complaints
- Configure License and Permit Site Access
- Inspections Prerequisites
- Create Regulatory Code Records
- Create Assessment Indicator Definitions
- Create Assessment Task Definitions
- Configure an Assessment Question Status to Automatically Create a...
- Create Action Plan Templates for Inspection Visits
- Create Inspection Types
- Create Violation Types
- Add an Action to Create Visits from Application Record Pages
- Customize the Visit Lightning Record Page
- Create a Mobile Signature Lightning Record Page
- Create an Inspection Visit
- Conduct an Inspection by Using the Mobile App
- Conduct an Inspection by Using the Desktop App
- Create Violation Enforcement Actions
- Dynamic Assessments Prerequisites
- Create Assessment Question Categories
- Create Assessment Questions
- Relate Questions to Regulatory Codes
- Relate Questions to Violation Types
- Create an Omni Assessment Task
- Add Questions to an Omni Assessment Task
- Create an OmniScript for an Omni Assessment Task
- Create an Action Plan Template for a Dynamic Assessment
- Create an Action Plan for a Dynamic Assessment
- Conduct a Dynamic Assessment
- Manage Complaints
- Enable Program and Case Management Settings
- Create a Program
- Create Goal Definitions
- Define Benefits and Benefit Types for Programs
- Define Benefit Schedules and Sessions
- Add the Benefit Disbursements Component to the Care Plan or Benefit...
- Create a Care Plan Template
- Add the Care Plan Related List to the Case Page Layout
- Add Custom Fields to a Care Plan Guided Flow
- Create Tasks for Care Plans with Action Plan Templates
- Give Caseworkers Access to Goal Assignments and Benefit Assignments...
- Create a Care Plan for a Case
- Use a Flow to Enroll Participants in Benefit Sessions from Care Plans
- Track Attendance and Disbursements for Benefit Participants
- View and Manage Care Plans
- Document a Constituent Concern in a Public Complaint Record
- Complaint Intake Guided Flow Components
- Create Questions to Capture Allegation Details
- Create an OmniScript for Each Allegation Category
- Customize the Complaint Intake OmniScript Template
- Add the New Guided Intake Button to the Public Complaint List View
- Add the Add Participant Button to the Complaint Participant Related...
- Customize the Add Allegation OmniScript Template
- Add the Add Allegation Button to the Assessments Related List
- Add a Case Button to Public Complaint Record Detail Pages
- Configure Case and Complaint Participants
- Document a Constituent Concern Using a Public Complaint Guided Intake
- Create a Case Related to a Public Complaint
- Design and Conduct Dynamic Assessments on Cases Related to...
- Enable Case Referrals
- Create Values for the Referral Category Field
- Create a Case Referral
- Enable Standard OmniStudio Runtime
- Referral Intake Guided Flow Components
- Create Questions to Capture Assessment Details
- Create an OmniScript for Each Assessment Category
- Customize the Referral Intake OmniScript Template
- Add the New Guided Intake Button to the Case Referral List View
- Activate the Edit Referral OmniScript
- Activate the Referral Intake FlexCard
- Add the Edit Referral Button to the Case Referral Record Page
- Activate the Create Referral from Case OmniScript
- Add the Create Case Button to the Referral Record Page
- Enable Omni-Channel for Case Referrals
- Social Insurance Benefits
- Enable Program and Benefit Management Settings
- Customize the Eligibility Assessment OmniScript Template
- Create a Decision Matrix to Define Benefit Eligibility Criteria
- Build the Eligibility Assessment Expression Set
- Activate the Eligibility Assessment OmniScript
- Customize the Benefit Application OmniScript Template
- Create a Decision Matrix to Calculate the Benefit Amount
- Build the Benefit Amount Expression Set
- Set Up Decision Explainer for Eligible Benefit Amount
- Activate the Benefit Amount Expression Set and OmniScript
- Create an Application Record Type and Configure Usage-Based Pricing
- Review Benefit Applications
- Configure Prerequisites for Benefit Application Intake Using...
- Deploy the Discovery Framework Sample Template for Benefit Management
- Discovery Framework Sample Template Components for Benefit Management
- Prepare Questions for Benefit Applications
- Customize the Benefit Applicant Assessment OmniScript Template
- Build the Member Eligibility Expression Set
- Activate the Integration Procedure to Save Application Data
- Activate the Integration Procedure to Modify Returned Applications
- Create a Trigger to Screen Benefit Applications
- Activate the Integration Procedure to Process Benefit Applications
- Activate the Benefit Applicant Assessment OmniScripts
- Create an Apex Class to Identify Incomes of Removed Household Members
- Activate the Integration Procedure to Modify Returned Change of...
- Activate the Integration Procedures for the Change of Circumstances...
- Activate the OmniScripts for the Change of Circumstances Flow
- Create Constituent Portal Users
- Assign Permissions to Benefit Assistance Experience Cloud Site Users
- Add the Change of Circumstances Flow to Your Site
- Alert Applicants When Their Benefit Application Status Changes
- Activate the Integration Procedures for the Benefit Application...
- Add the Benefit Application Review Guided Flow to the Individual...
- Process Benefit Applications by Using a Guided Flow
- Process Change of Circumstance Applications by Using a Guided Flow
- Process Benefit Assignment Adjustment Applications by Using a Guided...
- Assign and Disburse Benefits
- Enable Case Proceedings
- Enable Evidence Management
- Configure Prerequisites for Complaint Intake for Justice and...
- Set Up Complaint Intake for Justice and Investigative Case Management
- Add Case Proceedings Related Lists to the Case Page Layout
- Set Up the Add Case Proceeding Participants Quick Action
- Capture and Fulfill a Service Request for a Case Proceeding
- Add Case Proceeding Participants
- Add an Infraction to a Case Proceeding
- Create Case Proceeding Results
- Record and Track Events Using Case Episodes
- Create a Custody Item
- Create a Custody Item Relation
- Create a Custody Item Regulatory Code Violation
- Create a Custody Chain Entry
- Enable Provider Management Settings
- Provider Service Delivery
- How Provider Search Works
- Considerations for Provider Search
- Provider Search Prerequisites
- Customize the Search Experience
- Add Data to the Searchable Object
- Enable Search Access
- Search for Providers
- Configure Prerequisites for the Provider Referral Guided Flow
- Provider Referral Guided Flow Components
- Prepare Information-Sharing PDFs for the Provider Referral Flow
- Add a Create Referral Button to a Case or Referral Page
- Configure the Create Referral Search Result Action for Provider Search
- Refer Beneficiary Constituents to Providers
- Refer Constituents from a Case or Inbound Referral to Providers
- Service Provider Portal for Public Sector Solutions
- Assign Admin Permissions
- Assign User Permissions
- Enable Analytics
- Data Requirements for License, Permit, and Inspections Analytics
- Data Requirements for Caseworker Productivity Analytics
- Field-Level Security
- Create the License, Permit, and Inspections App
- Install the Caseworker Productivity App
- Add an Analytics Dashboard to a Page
- Add Case Analytics to the Case Page
- Keep Analytics Up to Date
- Understand Access Levels
- Use License, Permit, and Inspections Analytics
- Use Workload Management Analytics
- Use Case Analytics
- Get Started with Grantmaking
- What's Included with Grantmaking
- Grant Maker Experience
- Grant Seeker Experience
- Create a Grantmaking Trial Org
- Turn On Grantmaking
- Grantmaking Editions and Permissions
- Set Up a Grantmaking Experience Cloud Site
- Securely Share Grantmaking Records in CRM or Experience Cloud Using...
- Add the Budget Component to the Budget Page Layout
- Add Grantmaking Components and Fields to the Individual Application...
- Set Up Action Plans and Document Checklists for Grantmaking
- Use Automation for Grantmaking
- Considerations for Grantmaking Automation
- Manage Funding Opportunities
- Budget Management
- Review and Manage Grant Applications
- Manage Funding Awards
- Deploy Emergency Program Management
- Employee Experience
- Accounting Subledger
Enable Provider Search Access
Make provider search available to caseworkers from the Benefit Assignment Related List, or add provider search to a Lightning page.
Required Editions and User Permissions
Configure the search experience available from the benefit assignment related list.
The default provider search configuration custom setting determines the search experience that’s available when a user clicks Search Providers on the Benefit Assignment related list. Update the custom setting to use a search criteria configuration that defines the search experience for users.
- From Setup, in the Quick Find box, enter Custom Settings , and then select Custom Settings .
- For Default Provider Search Configuration , click Manage .
- To specify the custom setting data for the first time, click New . To edit existing data, click Edit .
- For Search Configuration, enter the API name of the search criteria configuration that you want to use as the default configuration. To use Benefit Provider Search as the default search criteria configuration, enter Benefit_Provider_Search . For Provider Search with Create Referral Action, enter Provider_Search_with_Create_Referral_Action .
- Save your changes.
Enable the Search Providers Action for Caseworkers
To make the Search Providers action on the Benefit Assignment related list available to caseworkers, grant them access to the default provider search configuration custom setting through their user profile.
- From Setup, in the Quick Find box, enter Profiles , and then select Profiles .
- Click the name of the profile that you want to edit.
- Click Custom Settings Definitions , and then click Edit .
- Add Default Provider Search Configuration to the Enabled Custom Setting Definitions list.
Add Provider Search to a Lightning Page
Give caseworkers access to provider search by adding the Criteria-Based Search and Filter component to a Lightning page and specifying that it shows the provider search configuration. Here's how to add it to the home page of the Public Sector: Benefit Management app.
- From the list of standard components, drag Criteria-Based Search and Filter onto the page canvas.
- In the Properties pane, for Search Configurations, click Select... .
- Add the desired provider search configuration to the Selected list. For example, add Benefit Provider Search .
- Click OK , and then save your changes and activate the page.
Cookie Consent Manager
General information, required cookies, functional cookies, advertising cookies.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings. Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.