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#Services Cloud Omni-Channel0 discussing

Hello All,

 

Need help/ deck/ content with Salesforce Service Cloud offerings on Service Console, Email to case, Web to Case, Live Agent (Chat), Knowledge, Omni Channel. Have to present to a customer. Trying to collate the best of the minds out here.......PLEASE share.

 

Please help........really looking fwd. to get some deck/ content that any of you may have.

8 comments
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Does anyone have experience with implementing Omni-Channel? More specifically when it comes to prioritizing cases based upon "high" or "low" to route appropriately to CSRs. Also, I have some questions on case loads and best practices. Any advice/direction is greatly appreciated!

 

#Services Cloud Omni-Channel #Omni Channel #Cases 

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Hi there!

I’m experiencing issues while setting up a new "Facebook Messenger" messaging channel in Service Cloud. When I try to create the new channel, I select the "Facebook Messenger" option.

 Creating a New Messaging Channel

I follow the steps, accept the legal agreement, and reach the step where I need to authenticate with Facebook. I click the authentication button, which takes me to the window where I’m supposed to accept the connection with Facebook.

Captura de pantalla 2024-10-16 104826.png

Captura de pantalla 2024-10-16 104841.png

But right after this, I get the following error:

 

Captura de pantalla 2024-10-16 105115.png

As background, I’ve had pages associated with this Facebook profile connected to Salesforce before. In an attempt to fix the issue, I’ve removed the integration between Salesforce and the Facebook profile under "Business Integrations" in Facebook settings, and I’ve deactivated the page that was previously connected to Salesforce. I’ve also ensured that other public and active Facebook pages are available, but I’m still receiving this error.

If anyone has any information that could help me resolve this issue, I’d greatly appreciate it.

Thanks in advance!

 

#Omni Channel  #Services Cloud Omni-Channel  #Facebook Messaging  #Salesforce Developer  #Service Cloud

2 answers
  1. Jun 2, 2025, 9:28 PM

    Please select a best answer to close out the thread if your question is resolved :)

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Hi @* Service Cloud * Experts.

 

Since the Omni channel is not available in the standard app. I have turned on the Enhanced Omni channel. However I'm unable to see the presence status that I configured. Any thoughts?

 

Before turning on Enhanced Omni Channel.Omni channel utility not showing up presence status after turning on enhanced feature.

After turning on Enhanced Omni Channel.Screen Shot 2024-04-24 at 11.31.28 PM.png

5 answers
  1. Dec 4, 2024, 9:13 AM

    Have you figured how to make the custom status appear in standard apps? I am facing the same issue, I created custom presence status, it is visible in console apps, but not in standard ones (I am using Trailhead, so it's the same configuration for both)

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Hola a Todos?,

 

Tengo un chatbot Mejorado integrado con un canal de mensajería de WhatsApp. Necesito hacer que el bot pueda pedirle al usuario de mensajería que seleccione una opción y, con esta selección, transfiera al usuario a un agente de la cola elegida en dicha selección. ¿Podrían ayudarme con alguna idea para hacerlo? ?

 

#Einstein Bots  #Chatbot  #Services Cloud Omni-Channel

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 We are trying to change from queue-based routing to skills-based routing in order to have a system where, when an agent is out of the office, Cases can be routed to other agents easily and when one agent is busy, a backup agent can handle that agents Cases, without having to manually move the Cases.

 

We have four agents and four skills (N, S, E, and W).  Each agent is the primary agent for one of the skills.  Each agents is the first backup for a second skill.  All agents backup all skills, to some extent.

 

For example, the primary agent for the N skill is the first backup for the E skill.  This agent is ranked 10 for N, 7 for E, and 5 for both S and W.  The primary agent for the E skill is ranked 10 for E, 7 for N, and 5 for both S and W.

 

What I want is for the N agent to be assigned any N Cases first, irrespective of whether there are any older E, S, or W Cases waiting.  If there are no N cases waiting, I want the N agent to be assigned any E cases, irrespective of whether there are any S or W cases waiting.  If there are only S or W cases, it doesn't matter to me which is assigned first.

 

Right now, the N agent is getting non-N cases ahead of N cases.  How can I change this to work as I need it to work? 

 

#OmniChannel Skills  #Omni-Channel  #OmniChannel Issues  #Services Cloud Omni-Channel

10 answers
  1. Apr 12, 2024, 5:16 PM

    OK.  So, how can I get my N Cases to Agent N before other Cases?

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Skills Based Routing

We have two queues: basic and escalated.  In the Routing Configurations, we have applied two basic skills to the basic queue and ten skills to escalated queue.

The idea being, when a Case is placed in the Basic Queue, OmniChannel only needs to look to see if an Agent has either of the basic skills to present them a Case.

The issue: when I look in the Skills Backlog of OmniChannel Supervisor, the cases are queued up with all the extended skills, even though the queue should only be checking for the two basic skills.  How do we handle this?

  1. hide the extended skill attributes from the Case when it's in the basic queue?
  2. use Apex to create the PendingServiceRequests?
  3. something else?

What role does the Skills Configuration of a Routing Configuration play within a Queue, if Omni-Channel is going to look beyond the scope of those skills to try to route a case?

 

@Service Cloud Users @* Service Cloud * #Omni Channel #Omni-Channel #Services Cloud Omni-Channel 

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Check out NeuraFlash's new Blog as part of our Service Cloud Series.  If you are looking at Service Cloud or adding new channels and/or want to enhance your Service Cloud environment please let us know.  We would welcome a discovery call with you.  

SERVICE CLOUD BEST PRACTICES #3 | 5 TIPS FOR BUILDING OUT THE BEST CUSTOMER EXPERIENCE ACROSS CHANNELS

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Have you deployed Service Cloud or looking at buying it?  

 

Check out our newest blog as part of our Service Cloud Blog Series.  They are focused on helping Service Cloud customers get the most out of their investment.  

SERVICE CLOUD BEST PRACTICES #2 | THREE PRIMARY STEPS TO CONFIGURE YOUR SYSTEM FOR BEST RESULTS

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Are you a support/service manager? Do you directly manage support/service agents? Do you specifically monitor live chat and/or omni-channel for support/service? If so, then we'd like your feedback on some new designs for Service Wave (an analytics tool for support/service). 

 

Fill out the survey and if you're a good fit, we will contact you via email. Participants who complete a session with us will be given a $50 gift card for their time. 

Service Wave Feedback Sign-Up

9 comments
  1. Mar 15, 2017, 6:35 PM
    One last chance for omni-channel and live agent customers to make an impact on new features in Service Wave! Just 2 minutes of your time to fill out the survey.
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