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Records assigned through Omni-Channel don't trigger any automation like Workflow Rules, Escalation Rules, Triggers and Milestone.

Udgivelsesdato: Aug 21, 2024
Beskrivelse

When work items are routed and accepted by Agents through Omni-Channel and if there are Workflow Rule field updates, Approval Process field updates or Entitlement/Milestone suppose to trigger on that object, the automations defined will not fire. However after the record has been assigned and you edit and save the record again, the rules and automations will fire as expected.

Similarly, Escalation Rules will not be executed when a Case is Accepted via Omni-Channel. However after the record has been assigned and the record can be edited and saved again, the Escalation Rules will fire as expected.

Løsning
This is currently working as designed.

Omni-channel does not support Escalation Rules or the firing of field updates when a record is routed from an Omni Queue and accepted by an Agent. 

Note: Automation will fire when declined work is returned to the queue
Vidensartikelnummer

000387542

 
Indlæser
Salesforce Help | Article