Head to Salesforce Go to quickly set up Workforce Scheduling and explore its
features.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
Manage User Access for Workforce Scheduling in Salesforce Go Assign permission sets to users so they can use Workforce Scheduling as a manager or service resource. Use the Manage User Access dialog in Salesforce Go to assign the Workforce Scheduling Manager or Workforce Scheduling Service Resource permission set.
Create Operating Hours and Time Slots in Salesforce Go Operating hours define when appointments can be scheduled. Use the guided setup in Salesforce Go to create operating hours records with time slots for specific days and times.
Create a Service Territory in Salesforce Go A service territory defines where your service resources operate and where appointments can be scheduled. A territory can represent a geography, a line of business, or both. Use the guided setup in Salesforce Go to create a territory, assign operating hours, and associate work types.
Create a Service Resource in Salesforce Go Service resources are the people who perform appointments. Use the guided setup in Salesforce Go to create service resources and assign them to service territories. Creating a resource here also assigns the Service Resource for Field Service permission set group.
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