0

I followed all the steps mentioned here to setup skill based routing

  • Enable Omni-Channel
  • Enable Skills-Based Routing Enable skill-based routing in your org.
  • Create Skills for Skills-Based Routing Skills identify your agents’ areas of expertise.
  • Create Service Resources for Agents Service resources represent individual agents. Create a service resource for each agent.
  • Assign Skills to Service Resources Assign skills to your agents to track their areas of experience and their level of proficiency for each skill.
  • Route Work Items Using Skills To route non-Chat work items using skills, create a PendingServiceRouting object and the associated SkillRequirement objects. The PendingServiceRouting object is a standard Salesforce object that represents the work item that is going to be routed. The SkillRequirement object is a standard Salesforce object that represents the skill and the proficiency level.

My apex class works fine to assign skills to work item but still the case is not routed to an agent.

I am new to salesforce. There is no point mentioned to route a case to agent so I was expecting omnichannel to handle it but it does not seem to work. I have added permission set to add statuses to service agent for them to be online to receive a case. I tested with a service agent online but unable to route the case.

Please let me know if I am missing a step here or something i need to configure. Any help is appreciated.

Thanks Khyati

  • Basically when i run my apex class by providing the case id, case gets added to Pendingservicerouting but it is not routing to an agent who is online and available. – Khyati Bhatt Jul 23 '19 at 13:03
1

Similar problem i faced in my project initially. What i did to solve it go to user record and check the Service cloud user check box. After checking the checking box, log out from salesforce and again make yourself available in omnichannel.

Hope it helps!!

| improve this answer | |
0

This is a little old, but my issue was that my user needed to be added to a presence configuration. You can do this by going to setup > presence configuration and adding yourself.

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.