Case Routing Preview Default Settings

When you turn on Case Routing (Omni-Channel) in Salesforce Go, these settings become active.

Required Editions

View supported editions for Salesforce Go.

Default Settings

Case Routing interacts with other features, so it's important to understand its effects when enabled.

Setting What It Does Considerations
Turn on Omni-Channel Enables standard Omni-Channel for Salesforce orgs with standard channels, and Enhanced Omni-Channel for Salesforce orgs without them. Standard Omni-Channel prevents users from using the Omni-Channel sidebar. Instead, users need to use the Omni-Channel utility on the console.
Turn on Omni-Channel settings

Enables the following settings.

  • Skills-Based Routing
  • Direct-to-Agent Routing
  • Secondary Routing Priority
  • Status-Based Capacity Model
This setting reduces manual setup. You can modify this setting, but doing so might affect manual steps. For example, turning off the Status-Based Capacity Model means you'll need to set up statuses yourself.
Create a default supervisor configuration Adds the Default Supervision Configuration. You can modify this setting.