State Mapping
Limitations
The following limitations apply to the general state mapping:
- It is not supported to map Not Ready states for media channels. Instead, the default Not Ready state is used automatically
- It is not supported to map multiple Salesforce states to the same Cisco Not Ready state
- It is not supported to map multiple Cisco Not Ready states to the same Salesforce state
- Changing to an unmapped state in Cisco will switch the agent to the default Busy state and overwrite the Cisco state with the default Not Ready state.
- Changing to an unmapped state in Omni during a call will switch the agent to the default Busy state after the call ended.
- When UQ is used: Changing to an unmapped state in Omni will switch the agent to the default Busy state (even outside of a call).
- When UQ is used: Changing to Ready in Finesse for a specific media channel which does not have any corresponding Salesforce
Availablepresence status will switch the agent state to the default Busy state.
Configuration
For the state mapping to work properly, the following things need to be configured.
Presence Statuses
Create at least one Available state for the Phone channel and at least one Busy state.
If you wish to use a specific state for RONA, configure an additional Busy state for it.
If you use UQ with one or more media channels, we recommend the following:
- Create one
Availablestate containing all used channels (e.g.Available Allcontaining the channelsPhone,MessagingandCase) - Create one
Availablestate for each seperate channel (e.g.Available Voicecontaining thePhonechannel,Available Chatcontaining theMessagingchannel,Available Casecontaining theCasechannel) - Create one
Availablestate for each channel combination (e.g.Available Voice + Chatcontaining thePhoneandMessagingchannels,Available Voice + Casecontaining thePhoneandCasechannels,Available Chat + Casecontaining theMessagingandCasechannels)
This ensures that all possible Cisco Ready state combinations are covered. If you do not configure it like this, the agent might be changed to the Not Ready state configured in the Contact Center instead.
Ensure that the states are assigned to the corresponding permission set.
Presence Configuration
If you wish to use a specific state for RONA, you have to follow these steps:
- Create a new
Presence Configurationif you have not yet created one. As of today, b+s Connects for Service Cloud Voice cannot use theDefault Presence Configurationbecause of a known issue in the product. - Add the
Busystate which you wish to use during RONA into theUpdate Status on Push Timeoutfield. - Assign your agents or your agents' profiles.
- Click
Save.
Partner Telephony Contact Center
Configure the following fields in the Partner Telephony Contact Center of b+s Connects for Service Cloud Voice to which your agents are assigned to.
We recommend to create multiple Contact Center configurations if your agents don't use the same media channels.
E.g. if Agent 1 works with Voice + Chat and Agent 2 works with Voice only, they should have separate Contact Center configurations to ensure consistent state change behavior.
This is especially important for the UQ Configuration which is used to determine possible Available states of each channel.
Ready State Id
This field has to contain the id of the Available presence status in Salesforce which should be used by default. We recommend to either configure Available for Voice only or Available for all channels.
Not Ready State Id
This field has to contain the id of the Busy presence status in Salesforce which should be used by default.
Default Cisco Not Ready Reason
This field has to contain the id of the Not Ready state in Cisco which should be used by default. We recommend to use the same state which is already configured as default in Cisco.
Presence State Mapping
This field may contain additional Not Ready mappings. If you don't want to map any additional states, this field can stay empty.
Field format: <Salesforce Busy Status Id 1>,<Cisco Not Ready state id 1>;<Salesforce Busy Status Id 2>,<Cisco Not Ready state id 2>
You can add as many state mappings as you want. Ensure to separate the Salesforce and Cisco state by comma (,) as well as each mapping from one another by semicolon (;).
These mappings only apply to the Voice channel. Any media channel is set to the default Not Ready state configured within Cisco if it is not in Ready state.