Omni Channel Routing in Salesforce | EP7

Omni Channel Routing in Salesforce
0:00 Introduction
1:00 Agenda
1:12 What is Omni-Channel Routing?
2:04 Queue Based Routing
3:08 Skill Based Routing
4:21 External Routing
6:34 Demo o Omni-Channel
9:40 Setup Omni Channel in Salesforce

Пікірлер: 48

  • @T3x4sp3t3
    @T3x4sp3t32 жыл бұрын

    It goes without saying, this is a great high level canter through Omni-Channel routing from end to end. However may I kindly point out some key quality issues with the skills-based routing code that others can hopefully learn from. 1. Please do not hardcode IDs - please use custom settings or even better custom metadata instead 2. Please also do not put DML statements (e.g. insert per) within a loop. This will cause major bulk processing issues if Cases are being processed in volumes. Please add the record instance to a collection and perform the DML on the collection outside the loop. Thank you.

  • @maxpayne8339
    @maxpayne83392 жыл бұрын

    Whoever has done this demo. I don't know you. But it shouldn't stop me from COMMENDING you big time. Kudos to you for brilliantly explaining the steps and it can't get better than this. Talented individuals like you are an asset to Salesforce Community. As always thanks to Amit for superb and crisp content. World Class!

  • @dheena777
    @dheena7772 жыл бұрын

    Once again, Fine tuned Session from Khyati and Thanks Amit for giving us an opportunity to learn these concepts with Technical Use cases

  • @apexhours

    @apexhours

    2 жыл бұрын

    Keep watching

  • @kiwislanguagejourney2354
    @kiwislanguagejourney23542 жыл бұрын

    This content is pure gold!

  • @apexhours

    @apexhours

    2 жыл бұрын

    Thanks

  • @gauravpratapsingh4432
    @gauravpratapsingh44322 жыл бұрын

    Thanks Khyati Ma'am for such a wonderful and insighful session. Looking forward to the next one tomorrow.

  • @apexhours

    @apexhours

    2 жыл бұрын

    Wonderful!

  • @kiwislanguagejourney2354
    @kiwislanguagejourney23542 жыл бұрын

    Incredible good tutorial. Thank you so much.

  • @apexhours

    @apexhours

    2 жыл бұрын

    Glad it was helpful!

  • @kiranvrao9714
    @kiranvrao97142 жыл бұрын

    Superb session! Very helpful, thank you

  • @apexhours

    @apexhours

    2 жыл бұрын

    Keep watching

  • @kasijangiti3427
    @kasijangiti34276 ай бұрын

    It was an execellent session and great explanation. I appreciate your efforts Kyathi Mehta and Amit Chowdary.

  • @TheVinscee
    @TheVinscee Жыл бұрын

    Great video to understand the concept.

  • @apexhours

    @apexhours

    Жыл бұрын

    Glad it was helpful!

  • @eren34i
    @eren34i Жыл бұрын

    Thanks Khyati for the explanations and the course it is very clear ☻

  • @apexhours

    @apexhours

    Жыл бұрын

    Glad it was helpful!

  • @HARSHADPRABHUDESAI
    @HARSHADPRABHUDESAI3 ай бұрын

    Excellent session

  • @mukulodd3122
    @mukulodd3122 Жыл бұрын

    Thanks a lot for this video. This was very helpful

  • @apexhours

    @apexhours

    Жыл бұрын

    You're welcome!

  • @shwetarani390
    @shwetarani3902 жыл бұрын

    Good Afternoon and thanks for the session

  • @apexhours

    @apexhours

    2 жыл бұрын

    Good morning!

  • @bigdaddyzoro14
    @bigdaddyzoro14 Жыл бұрын

    Important call out - as far as I know, Omnichannel does NOT assign the case/item to the queue. Omnichannel assigns the item from the queue to an available agent, but the initial routing of that item to the queue requires addiitonal setup (Assignment Rules, Flow, Apex, etc)

  • @Chandrani738
    @Chandrani738 Жыл бұрын

    Thanks for explaining with such a clarity. Can you please update the process builder part with flow?

  • @apexhours

    @apexhours

    Жыл бұрын

    Glad you like it

  • @bhargav458able
    @bhargav458able Жыл бұрын

    Hi @khyathi, its a wonderful session. But I'm having one dought in this one, can we keep customer in queue when the agent is in busy like that.

  • @truthteller2237
    @truthteller2237 Жыл бұрын

    I have one question which i am not able to figure out, which is, the work item which comes in particular queue will be assigned to that particular queue agents only or it can be assigned across different queues?

  • @asthetic_ronin9074
    @asthetic_ronin90742 ай бұрын

    We have to deal with 300 mails daily which is divided into 8 individuals in customer support. we have excel automation tool to assign this mail load to each one of us. we are in transition of our process to SF , will the salesforce omni challenge work in this scenario if yes then will it automatically assigned ticket to individual when a email to case is generated. can omni channel handle 300 + tickets on daily basis?

  • @divyanshusingh9233
    @divyanshusingh923310 ай бұрын

    Mam , if we add two admin in queue, then why is that case onwer dont change ?

  • @cherukurivinod1111
    @cherukurivinod11112 жыл бұрын

    We also have the Attribute set up Skill Routing

  • @apexhours

    @apexhours

    2 жыл бұрын

    keep watching

  • @unitedgamer2213
    @unitedgamer22135 ай бұрын

    second user didnt recieve case recieve notification in omnichannel tab its not good

  • @sandipchahande3832
    @sandipchahande38322 жыл бұрын

    Is it possible to implement Omni channel to other Standard Objects, rather than Lead and Case?

  • @JohnBorgen

    @JohnBorgen

    2 жыл бұрын

    Queue-based requires a queue...so not other standard obj, but you can use it for other custom obj.

  • @sandipchahande3832

    @sandipchahande3832

    2 жыл бұрын

    @@JohnBorgen Ok... Thanks John

  • @apexhours

    @apexhours

    2 жыл бұрын

    Thanks @John Borgen for helping

  • @Priyadharshini-to3ib
    @Priyadharshini-to3ib Жыл бұрын

    create Omni channel for case object. Create three sets of user groups based on the priority field. Distribute the case based on the priority to the specific group. High priority only assign for one user Medium priority field assign for another user . Low priority field assign for another user How to implement in omni channel plz any one help me

  • @mohansai6313
    @mohansai6313 Жыл бұрын

    Firstly thanks for the wonderful content. But after changing the owner also I am not getting pop up in my Omni channel

  • @apexhours

    @apexhours

    Жыл бұрын

    check config once agin

  • @mohansai6313

    @mohansai6313

    Жыл бұрын

    @@apexhours is there any way to auto populate the case in Omni channel without changing the owner manually

  • @manishakatla2957
    @manishakatla29575 ай бұрын

    I am not getting the notification, can you please help me?

  • @apexhours

    @apexhours

    5 ай бұрын

    which notification you are talking about

  • @sandipchahande3832
    @sandipchahande38322 жыл бұрын

    Hello

  • @apexhours

    @apexhours

    2 жыл бұрын

    keep watching

  • @shahjad_shekhar
    @shahjad_shekhar4 ай бұрын

    You can't use salesforce best practices , inner loop, dml in loop

  • @adeelawan9259
    @adeelawan92598 ай бұрын

    You have very good salesforce knowledge but your english is not proficient.

  • @apexhours

    @apexhours

    7 ай бұрын

    Sorry about that. But our speaker always ready to help the community.