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Force Platform Fundamentals: An Introduction to Custom Application Development in the Cloud by Andrea Leszek, Adam Gross, Nick Tran, Dave Carroll, Caroline Roth, Chris McGuire

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Creating a Workflow Rule That Updates Fields

For our next use case, we want to create a workflow rule that ensures the owner of a new position record is always a recruiter. To do this, we’re going to define a workflow field update that reassigns ownership of a position that’s created by a hiring manager to a queue of position records without owners. Once a position record is in that queue, individual recruiters can claim ownership of the positions they want. But before we jump ahead of ourselves, let’s stop a moment. Just what, exactly, is a queue?

Introducing Queues

Much like a collection of items in a lost and found drawer, a queue is a collection of records that don’t have an owner. Users who have access to the queue can examine every record ...

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