This tab helps you configure how the omni channel states sync with the Workspace application.
Click Omni Channel SF Synchronization tab.
Select a Channel from the dropdown list.
In the Change Salesforce Omni Channel Agent State during channel Agent State change section, click +Add.
Complete the following information:
Select an ACD State Event from the dropdown list.
Select a Reason Code from the dropdown list. The is the reason code for the agent state. For example, Lunch, Break, Meeting, etc.
Select an SF State from the dropdown list.
In the Synchronize SF State to ACD section, click +Add.
Complete the following information:
Select an SF State Event from the dropdown list.
Select an ACD State from the dropdown list.
Select a Reason Code from the dropdown list. This is the reason code for the agent. For example, Break.
Click Save.
Also known as an Automatic Call Distributor. This is a system that answers incoming calls. It also obtains information and/or instructions form a database to determine how best to handle the call and then sends the call to a correct agent as soon one is available. In its software version, also known as Automatic Call Distribution.
This is entered by an agent to explain the agent state. The agent may be in a state named Break - this Reason Code (configured by an administrator and available for the agent to select) informs the reason for the break - could be a tea/coffee break, lunch break, etc.
The short time-off taken by agents during the work shift. A break can be for various reasons - lunch, tea, meeting, etc. Agents may have to specify the reason (from among those created by an administrator) for the break. Calls cannot be routed to an agent on a break.
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