Automatically assign records to the queue

Scenario: There is a custom object, and its record should be visible to all (users), but only the record owner can edit it. When someone edits a picklist field, the record should be automatically assigned to the user’s groups to work on, and they should be able to edit the record while the previously assigned user should not.

Solution: The steps for completing the above requirement are outlined below.

  • OWD: This custom object will be marked as “Public Read Only.” (Any user with object access permission can see the record.)

OWD (Organization-Wide Sharing Default): This specifies the default access level for the records of an object. The sharing settings for the entire organization can be set to Private, Public Read Only, or Public Read/Write.

  • Profile: Users who will see and work on the record should have ‘Read’ and ‘Edit’ permissions on the object.
  • Create queues for different users. (Setup -> Queue-> New)

Queue1 : Assigned User( User 1, User 2 ) Queque 2: Assigned User ( User 3, User 4 )

  • Create a Process Builder: Assigned the record to the queue based on the selected picklist.

Setup -> Process Builder -> New


Result: When the user changes the ‘Level’ picklist field value, the record is automatically assigned to ‘Queue’ (multiple users) using Process Builder.

The record will be read-only for the users, and only the owner and the user who created the record will be able to edit it.

Arun Kumar

Arun Kumar is a Salesforce Certified Platform Developer I with over 7+ years of experience working on the Salesforce platform. He specializes in developing custom applications, integrations, and reports to help customers streamline their business processes. Arun is passionate about helping businesses leverage the power of Salesforce to achieve their goals.

Leave a Reply