Create a shared queue of leads and add partners to the queue. A queue is a special type
of list view that you can quickly share with multiple users, groups, and roles. In fact, creating
a queue automatically creates a list view in your org. Queues and their corresponding list views
both have visibility settings that allow you to share contents with partner users in your
Experience Cloud site.
Required Editions
| Available in: Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To create and change queues: |
Customize Application
AND
Manage Public List Views
|
| To change lead list view visibility: |
Read on leads
AND
Create and Customize List Views
|
| To create, edit, or delete public list views: |
Manage Public List Views |
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From Setup, enter Queues in the Quick Find box, then select
Queues.
-
Create a queue to queue leads for the lead
inbox. Let’s call this Lead Inbox Queue or an intuitive name of your choice.
-
On the queue detail page, under Queue Members, add the partner users you want to pass leads
to. You can set the visibility settings by profiles, roles, or users.
-
Save the queue, which also creates a list view by the same name.
-
Next, go to the Leads object home in your org. From the Views drop-down list, select the
list view with the same name as the queue and edit the list view.
-
In the Step 4: Restrict Visibility section, set visibility preferences. For example, to
share the queue with all partners, search by and share the list view with the All Partner Users
group and save.
In Partner Central sites, you can
select this list view to display in the lead inbox in your site. You can create and share
multiple queues and the corresponding list views with partner users. Partner users with
permissions to access leads, queues, and the corresponding list views can see all lead list
views and switch between them.
