I am trying to make some skilled based routing in Omni Channel for Call Centre Agents, is this possible in Omni Channel. If Yes how can i achieve to make Skill Based Routing from Queues to Agents.
Thanks
Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up.
Sign up to join this communityI am trying to make some skilled based routing in Omni Channel for Call Centre Agents, is this possible in Omni Channel. If Yes how can i achieve to make Skill Based Routing from Queues to Agents.
Thanks
Create a custom picklist field on Case object (This is the standard object in SF). Add all your skills into field.
Add the respective skills in the Omni Channel Skills (Attached image for reference) Link: https://i.stack.imgur.com/9jQLk.png
Go to skills based routing rules (https://i.stack.imgur.com/9jQLk.png) and then create a new skills based mapping set on the case object
Create service resources based on your requirement and give each service resource a specific skill.
The incoming cases based on the skills should be routed to a particular agent without any hassle.
The common way to work with skilled routing at the moment, is to create different Queues per Skill. You can assign users or groups to that Queues, and use them with Omni-Channel.