I have configured Omni channel for my service cloud console . I have Also Associated Routing Configurations and Agents with Queues. Although when i Test my Omni channel by using using "Web to case " & making myself status as "Avaible for case " -logged in as user assinged to case queue . I do get from "Web to case " but my console shows in Omni as mentioned below :
Please help me out .
Found the Gap due to which Pop-Up was not popluating into Dyamic Box of Omni channel , along with all these configuation we need to set up Permission set for this as mentioned below:
1.Setup>Administer>Manage Users>Permission Sets - 'New'
2.Label: 'General Support Presence Statuses'
3.User License: 'Salesforce'
5.In the 'Find Settings' search field, type "presence" and select 'Service Presence Statuses Access'
6.Click 'Edit' and move 'Available' and 'Busy' to the 'Enabled Service Presence Statuses' list.
8.Click 'Manage Assignments'
9.Click 'Add Assignments'
10.Check the box next to your user, and click 'Assign
@ Now the case comes into Dyamic Omni box with Option to "Accept " or "Decline " .
I'd like to ask how you have managed an external lead source where some of the leads may already be listed as contacts and accounts in your org?
One thought I have is to set up the existing leads as an opportunity and setting up the "New" leads on the lead object. Setting up the existing leads as an opp will eliminate dups.
I am getting below error while validating the challenge.
"The validation rule does not appear to be working correctly. Marking IsEscalated to true and Priority to Medium did not fire the validation rule."
The formula I have used:
ISPICKVAL(Status, "Escalated") && IsClosed = True && ISPICKVAL (Priority,"Medium")
There is no error in the formula. Please assist.
I am trying to remove an expired Opportunity Record type but it still appears for Users. I have taken following actions;
1) Made Record Type Inactive
2) Checked available record types at Profile level and removed it
3) If I run report on Opportunities, the record type is not available in filters
However when I go to create new opportunity or if user does, the record type is still selectable
Does anyone have any ideas?
What I want to do is to have an email sent to me every time a user John logs in.
I tried creating a Workflow Rule (on User - Everytime it's created or updated)
then I chose these criteria for the fields:
Last Login equals Today
First Name equals John
Action: send an email to me as per a template
but I can never get this Workflow rule to work. Is it true that Last Login will not work in Work Flow rules? Is there any other way to accomplish this?
now i added on user
1st Month Credit (Jan, Feb, March) 2nd Month Credit (Jan, Feb, March) If January is selected in one picklist field, it cannot be selected again in the second picklist field.
Adding not-blank checks will make sure the rule fires only when both fields are filled and not when both of them are blank.
AND( NOT(ISBLANK(TEXT(1st_Month_Credit__c))), NOT(ISBLANK(TEXT(2nd_Month_Credit__c))), TEXT(1st_Month_Credit__c) = TEXT(2nd_Month_Credit__c) )
a. Create one record type for the page layout
b. Create one sales process displaying all stages to keep sales teams on the same page layout
c. Create one record type for each sales process
d. Create two sales processes displaying only the stages appropriate to each process
a) In Case Support Settings, change Default Case Owner to Queue-World.
b) Using a Trigger, change the owner of Cases not in the US to Queue - World
c) Using a Workflow Rule, change the owner of new Cases not in the US to Queue - World
d) In Active Case Flow/assignment, add a last entry criteria where Status=null then assign to Queue - World.
e) In the active case flow change the name of the queue-world