How To: Assign to Queue with Salesforce Workflow Rules

Goal: Use Infer Profiles to assign ownership of records to Queues.

Note: Setting up this Workflow rule may require administrative rights within Salesforce. If you already have 50 active workflow rules, you will need to contact Salesforce to increase your system-wide limit.

 

  1. Log into Salesforce and navigate to the Setup page. The location of this link may vary depending on how your system is provisioned.
  2. Search for the Workflow link using the search toolbar and select Workflow Rules
  3. Select the New Rule button and once the page loads
  4. Select the object on which you want this Process to operate (in this example, we used the Lead object). When setting your Criteria:
    • Select the Lead: Infer: Profiles field
    • Select the Contains operator
    • Enter the Profile name in the value field
    • (optional) Repeat these steps if evaluating multiple conditions and be sure to adjust the filter logic if necessary
    • Press Save & Next

  5. Specify the Workflow Action
    • Select the Workflow Action (in this example we will use the New Field Update action)
    • When selecting the Lead Owner field to update, the Workflow builder gives us the option to specify the Lead Owner we want to assign these new leads to via a lookup box--in this example we will assign the leads to a Queue
    • Save the workflow rule 
  6. After saving, you can choose to Activate this Workflow rule, or keep it Inactive until you are ready to Publish the profile from Infer Profile Management Platform to Salesforce.
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