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A How-To Guide in building a custom object to manage your inbound routing
Requirement: Contact Centre Licences
Document Purpose
The purpose of this document is to take you through how to build out the new Call Control object. The Call Control object allows you to:
Set your weekly opening and closing hours
Preset Bank Holiday Routing and TTS messages
Dynamically route calls based on the above information
Once the object has been created, you’ll be able to query these records to dynamically route all incoming calls.
Field Requirements
Below is a list of all the fields required for the new object. For Formula fields, the required formula is included in the description:
FIELD LABEL | FIELD TYPE | DESCRIPTION |
---|---|---|
Routing Policy Name | Text (80) | The name of the Routing Policy this record refers to. This will mean that if we want to demonstrate closing a line down, we each have separate records. |
X Open | Time | Replace 'X' with Day of the Week (e.g. Monday Open). Enter the time that the policy is open from on that day |
X Closed | Time | Replace 'X' with Day of the Week (e.g. Monday Closed). Enter the time that the policy is closed from on that day |
Open Today | Formula (Time) | A field that shows the closed time for that day. Formula is: CASE( WEEKDAY(TODAY()), 2, Monday_Open__c, 3, Tuesday_Open__c, 4, Wednesday_Open__c, 5, Thursday_Open__c, 6, Friday_Open__c, 7, Saturday_Open__c, Sunday_Open__c ) |
Closed Today | Formula (Time) | A field that shows the closed time for that day. Formula is: CASE( WEEKDAY(TODAY()), 2, Monday_Closed__c, 3, Tuesday_Closed__c, 4, Wednesday_Closed__c, 5, Thursday_Closed__c, 6, Friday_Closed__c, 7, Saturday_Closed__c, Sunday_Closed__c ) |
Current Time | Formula (Time) | A field that shows the current time. Formula is: IF( OR(NOW() < DATETIMEVALUE(DATE(YEAR(DATEVALUE(NOW() )),3,31)-(WEEKDAY(DATE(YEAR(DATEVALUE(NOW() )),3,31))-1) +1/24), NOW() > DATETIMEVALUE(DATE(YEAR(DATEVALUE(NOW() )),10,31)- (WEEKDAY(DATE(YEAR(DATEVALUE(NOW() )),10,31))-1)+1/24)), TIMEVALUE(NOW() ), TIMEVALUE(NOW() +1/24)) |
Currently Open | Formula (Checkbox) | A checkbox that uses the above formula fields to establish if a call has been made during working hours. If this checkbox is set to 'true', it means the line is open. If not, then it's out of hours. Formula is: AND( NOT(ISBLANK(Open_Today__c)), TIMEVALUE( Current_Time__c ) >= TIMEVALUE( Open_Today__c ), TIMEVALUE( Current_Time__c ) <= TIMEVALUE( Closed_Today__c ) ) |
X Holiday Start | Date/Time | Replace 'X' with the name of the holiday (e.g. Christmas). To be populated with the date and time of the start of the holiday routing (leading to a specific holiday related message). |
X Holiday End | Date/Time | Replace 'X' with the name of the holiday (e.g. Christmas). To be populated with the date and time of the end of the holiday routing (leading to a specific holiday related message). |
X Closure | Formula (Checkbox) | A checkbox field set to 'true' if the current date and time is set between the Holiday Start and End fields. Using this in the Routing Policy to establish if it's holiday routing. Example formula: AND( NOW() >= Christmas_Holiday_Start__c, NOW() <= Christmas_Holiday_End__c ) Change the Start and End API Names to match the holiday. |
X Message | Text | A text field populated with the message the caller should hear when calling during the Holiday Start and End date and time. |