Route Chats via Skills-Based Routing for Omni-Channel in Salesforce

Route Chats via Skills-Based Routing for Omni-Channel in Salesforce

 
Skills-based routing allows work items to be routed using more sophisticated and dynamic criteria than queue-based routing.
 
1. Enable “Enable Skills-Based Routing”.
 
 
2. Add Skills in the setup.
 
 
3. Routing Type should be Omni-Channel Skills in Chat Buttons and Invitations setup.
 
 
4. Create Service Resource record. Make sure Active checkbox is enabled.
 
 
5. Add the Skills to the Service Resource record.
 
 
Video Reference:

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