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ADM-201 · Question #124

Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product line to own cases directly after customer log then from an automated channel?

The correct answer is A. Case team routing. Ursa Major Solar should implement Case team routing to automatically assign cases to support agents based on their specific product line skills after customers log them from automated channels.

Submitted by valeria.br· Apr 18, 2026Service and Support Applications

Question

Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product line to own cases directly after customer log then from an automated channel?

Options

  • ACase team routing
  • BCase escalation rules
  • CAssignment rules
  • DWorkflow
  • Efield update

How the community answered

(29 responses)
  • A
    83% (24)
  • B
    3% (1)
  • D
    10% (3)
  • E
    3% (1)

Why each option

Ursa Major Solar should implement Case team routing to automatically assign cases to support agents based on their specific product line skills after customers log them from automated channels.

ACase team routingCorrect

Case team routing, often facilitated by Omni-Channel or skills-based routing, enables cases to be automatically directed to agents possessing the required skills or expertise matching the case's product line. This ensures that the most qualified agents own cases directly, optimizing the support workflow.

BCase escalation rules

Case escalation rules are used to escalate cases that haven't met resolution targets, not for initial skill-based assignment.

CAssignment rules

Assignment rules distribute records based on predefined criteria to users or queues, but they do not inherently perform dynamic routing based on agent skills in the same way as skills-based routing.

DWorkflow

Workflow rules automate actions like field updates or email alerts, but they do not directly route cases to agents based on their individual skills.

Efield update

A field update is a specific action within an automation tool, not a feature for routing cases based on agent skills.

Concept tested: Case routing based on agent skills

Source: https://help.salesforce.com/s/articleView?id=sf.service_presence_skills_routing_overview.htm&type=5

Topics

#Case Management#Case Teams#Support Automation#Agent Skill Matching

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