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Omni-Channel

Omni-Channel is a Salesforce feature that routes customer work items, such as chats, to users.

Enable Omni-Channel

  • > [Setup] > Quick Find > [Omni-Channel Settings] > [Enable Omni-Channel] > [Save]

Omni-Channel settings

Item
Description
Required

Enable Omni-Channel

Select whether to enable Omni-Channel.

Enable Skills-Based and Direct-to-Agent Routing

Select this option to route work items to users with specific skills.

Enable Secondary Routing Priority

Select whether to apply the secondary routing priority configured for the service channel.

Enable Status-Based Capacity Model

Determines a user's capacity based on the status of work items. When enabled, the work item remains assigned to the user and counts toward the user's capacity until it is completed or reassigned to another user.

Display a login confirmation upon loading a console with Omni-Channel

When enabled, a confirmation dialog is displayed asking whether the user wants to remain logged in to Omni-Channel to avoid ending active conversations.

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