Enable Skills-Based Routing

To route work to service reps with specific skills, enable skill-based routing.

Required Editions

View supported editions.
User Permissions Needed
To set up Omni-Channel: “Customize Application”
To assign skills to service resources: "Edit" on service resources
  1. From Setup, enter Omni-Channel in the Quick Find box, then select Omni-Channel Settings.
  2. Select Enable Skills-Based and Direct-to-Agent Routing.
  3. Click Save.