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External Routing

While Service Cloud Voice uses Omni-Channel routing capabilities, in a partner telephony integration Salesforce typically handles the creation of AgentWork records for voice calls based on call events sent by the partner.

For external routing of voice calls, the partner system identifies the rep which the call should be routed to. The partner sends a call started event for that particular rep. If needed, the partner reroutes the call to another rep.

Partners can also route calls by using an Omni-Channel flow and handling routing through their partner system. Flows can route directly to a rep or to a Salesforce Queue. For more information, see Omni-Channel Flow for Service Cloud Voice for Partner Telephony.

The standard Omni-Channel External Routing flow, where the partner explicitly creates the AgentWork record using the PendingServiceRouting (PSR), applies primarily to non-voice channels or specific advanced unified routing configurations. To implement external routing for non-voice channels, refer to Omni-Channel documentation. For detailed guidance on implementing External Routing for non-voice channels using Omni-Channel, see the External Routing for Omni-Channel section in the Omni-Channel Developer Guide.

To learn more about the PendingServiceRouting (PSR), see The Routing Lifecycle in Salesforce Help.