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salesforce-service-cloud

How do I get Omnichannel to use queue-based routing (No skills)?


Here is the setup I did

  1. Created a routing configurationenter image description here
  2. Created a queue and associated it with the routing configuration and added a couple of users enter image description here
  3. Created a service channel for the associated object (GEICO Quote) enter image description here
  4. Created a GEIO quote and assigned it to the queue created in step 2 enter image description here
  5. logged into Omnichannel as one of the users associated with the queue

Expected Result: The quote created in 4 would be routed to the user as an Omnichannel work request.

Actual Result: The work request queue for this user remains empty.

So how do I get something routed using this queue?


Solution

  • So I'll answer my own question. The missing element was a Presence Status linked to the Service Channel. So summarizing what is needed, to save someone's future agony, you need the following:

    1. a Routing Configuration
    2. a Queue that is associated with the Routing Configuration
    3. a user(s) that is associated with the queue (user needs to have a Service Resource and a bunch of permissions -- not gonna go into that here)
    4. a Service Channel that supports the same object that the queue supports
    5. a Presence Status that is associated with the Service Channel

    You do NOT need a flow; just changing ownership of the routed record to the queue will route the item.