Documentation
  • INTRODUCTION
    • Getting started
    • What is QTask?
    • How does QTask work?
  • Installation
    • Installing Managed Package
    • Omni Channel Setup
    • Set Up QTypes
      • QType Information Section
      • Creation Method
        • Creating a QTask Report
      • Queue and Record Type Details
      • SLA
      • Audit
    • Testing QTypes
    • Accepting a QTask
    • QTask Page Overview
      • QTask Statuses
      • Related Records
      • SLA Section
      • Metric Section
      • SLA Metric Details
    • Skill Based Routing Setup
      • QType Routing Details
      • Create QTask Routing Rule
      • Create Skill Map and add Skill Map Values
      • Skill Map Values
      • Assign Skills to Service Resource
    • Assign QTask to Record Owner
  • TERMS
    • Access License Agreement
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  1. Installation

Set Up QTypes

Think of QTypes as the template for a given task.

Good to know: A QType is a custom Salesforce object that stores key information about the task type. It stores the task description, SLA, Queue, and Audit information. We will break down each section individually.

PreviousOmni Channel SetupNextQType Information Section

Last updated 2 years ago