Configure Advanced Omnichannel Routing for IT Services

To get more advanced functionality for Omnichannel routing, use flows or skills-based routing.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
  1. Use Omni-Channel flows to define routing rules and unify routing for all supported channels.
    Flow-based routing uses Salesforce Flow to create custom, automated routing logic for incoming work items in IT Service. See Advanced Routing with Omni-Channel Flows.
  2. Use skills-based routing to route work to support reps based on their specific skills.
    Define the skills needed for a work item and then set up skills-based routing by using flows or routing rules. See Route Work Items to Skills.