Flows
Creates a flow for the use of omnichannel.
> [Setup] >Quick Find > [Flows] > [New Flow] > [Record-Triggered Flow] > [Create] > Enter the same as the startup configuration screen below > [Done]
Create all elements in the following order > [Save] > [Activate]
You can add elements using the plus(+) buttons.
Items that are not specified will use the default value set.
Save the flow with the name 'SC_talkSessionstatus update when owner changed via omni channel'.
Label
Agent Work Status
Outcome Details
Label
Status is assigned
Condition Requirements to Execute Outcome
All Conditions Are Met (AND)
Resource
{!$Record.Status}
Operator
Equals
Value
Opened
Label
Get TalkSession
Object
Chat Session
Condition Requirements
All Conditions Are Met (AND)
Field
Id
Operator
Equals
Value
{!$Record.WorkItemId}
Label
Is TalkSession Null
Outcome Details
Label
TalkSession is Not null
Condition Requirements to Execute Outcome
All Conditions Are Met (AND)
Resource
{!Get_TalkSession_Record}
Operator
Is Null
Value
{!$GlobalConstant.False}
Label
Set TalkSession
Variable
{!Get_TalkSession_Record.WINP__Status__c}
Operator
Equals
Value
Chatting
Variable
{!Get_TalkSession_Record.OwnerId}
Operator
Equals
Value
{!$User.Id}
Label
Update TalkSession
How to Find Records to Update and Set Their Values
Use the IDs and all field values from a record or record collection
Condition Requirements
All Conditions Are Met (AND)
Record or Record Collection
{!Get_TalkSession_Record}
Label
Get TalkCustomer
Object
Chat Customer
Condition Requirements
All Conditions Are Met (AND)
Field
Id
Operator
Equals
Value
{!Get_TalkSession_Record.WINP__Talk_Customer__r.Id}
Label
Set AgentId
Variable
{!GetTalkCustomer.WINP__Agent__c}
Operator
Equals
Value
{!$User.Id}
Label
Update TalkCustomer
How to Find Records to Update and Set Their Values
Use the IDs and all field values from a record or record collection
Condition Requirements
All Conditions Are Met (AND)
Record or Record Collection
{!GetTalkCustomer}
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