Salesforce Dictionary - Free Salesforce GlossarySalesforce Dictionary
Full Agent Capacity entry
How-to guide

How to set up Agent Capacity in Salesforce

Agent Capacity defines how much work each Service Cloud agent can handle simultaneously — set on the agent's Service Presence Status. "Available - Voice" allows 1 work item; "Available - Cases" allows 5. Combined with per-channel Capacity Weight, drives Omni-Channel routing decisions.

By Dipojjal Chakrabarti · Editor, Salesforce DictionaryLast updated Apr 20, 2026

Agent Capacity defines how much work each Service Cloud agent can handle simultaneously — set on the agent's Service Presence Status. "Available - Voice" allows 1 work item; "Available - Cases" allows 5. Combined with per-channel Capacity Weight, drives Omni-Channel routing decisions.

  1. Open Setup → Service Presence Statuses

    Setup gear → Quick Find: Service Presence → Service Presence Statuses.

  2. Click into a Presence Status (or create one)

    Presence Statuses are the per-availability options agents pick from in the Omni-Channel widget.

  3. Set Capacity (the numerical max)

    Total capacity for this status. "Available - All Channels" might be 6; "Available - Voice Only" might be 1.

  4. Pick which Service Channels this status accepts

    Per-status, multi-pick from Service Channels. "Available - Voice" might accept Voice channel only.

  5. Save

    Status is now usable. Agents pick from it; routing decisions key off the capacity it defines.

  6. Verify with Service Channel Capacity Weights

    On each Service Channel, the Capacity Weight × number-of-active-work-items must stay below the agent's status Capacity. Misalignments produce surprising routing.

Key options
Capacity (number)remember

Max simultaneous work items.

Service Channels acceptedremember

Which channels this status can take work from.

Status Typeremember

Online / Busy / Offline. Drives whether routing happens at all.

Gotchas
  • Agent Capacity is per Presence Status, not per Agent. A specific agent's effective capacity depends on which Presence Status they're in. Switching status mid-shift changes their capacity.
  • Capacity × Weight math is unintuitive. Agent in status with capacity 6, holding 4 Cases (weight 1 each = 4 used), can take a Chat (weight 2, total 6 used = at cap) but can't take a Voice call (weight 5, total 9 = over cap).
  • Below-capacity agents get routed work first. If your highest-skilled agents always show as "capacity available," they end up with disproportionate workload — tune capacities to match real handle time.

See the full Agent Capacity entry

Agent Capacity includes the definition, worked example, deep dive, related terms, and a quiz.