Hi Trailblazers! How are you? I'm trying to move forward with this activity but I have a question. I try to complete this section:
Create Service Resources for Agents
Service resources represent individual agents. Maria creates a service resource for each agent.
- From the App Launcher, find and select Service Resources.
- Click New.
- Enter the following values:
- For Name, enter the name of the agent.
- Select the Active checkbox. A service resource must be active to receive work items.
- For User, use the lookup icon to select the agent.
- For Resource Type, select Agent.
- Click Save
But when I try to find the Service Resource the App Launcher is not showing anything.
I make all the previous steps of this video: https://trailhead.salesforce.com/es/content/learn/modules/omni-channel-lex/understand-sbr
But I can't make the same search that her (minute 16:50).
Probably I need to enable something in somewhere but.. I cant find any option related with this.
I activate the Field Service option in Omni Channel Setting and also validate the Service Resource Layout according with the article.
Thanks!
Please refer below steps i.e. Understand Queue-Based Routing
- From Setup, enter Omni-Channel Settings in the Quick Find box, then select Omni-Channel Settings.
- Select Enable Omni-Channel.
- Click Save.
I hope this helps!
Thanks
Saurabh