Service Cloud · Omni-Channel

Build Omni-Channel Routing Flows

Get voice, messaging, WhatsApp and email work to the right agents, with the queues, skills, presence statuses and flows that routing needs.

114 tasks
Method

How MeshMesh does it

  1. Clarifies the routing requirements over a few turns and, where asked, draws the flow first. One example is an inbound Omni-Channel flow with a Decision element that routes by message content.
  2. Sets up the routing building blocks: presence statuses, custom fields, skills, queues and queue routing configurations.
  3. Adds custom logic where standard routing falls short. In one task this was an Apex scoring class with its test class, called from an after-save flow, plus a before-save flow for queue assignment.
  4. Fixes conflicts with Enhanced Omni-Channel. In one task it removed a legacy queue's routing configuration that was overriding the new setup.
  5. Hands over a manual testing guide that covers each use case.

Next: Configure Case Routing.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1Omni-ChannelService Cloud114 tasks
  2. 2Partner Contact CenterService Cloud32 tasks
  3. 3Lightning Open CTIService Cloud3 tasks
Omni-Channel

Related capabilities