How to Setup Omni-Channel in Salesforce Lightning

Enable Omni-Channel To enable Omni-Channel navigate to the Setup menu in Salesforce. Type in “Omni” in the quick find bar in the upper left, and then click Omni-Channel Settings. Click to check the Enable Omni-Channel checkbox and click Save. Note: You have the option to use queue-based or skill-based routing. More on that later. Create Service Channels Next, navigate to Service Channels and click New. Then name your […]

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