Workforce Scheduling

Workforce Scheduling brings together appointment scheduling and resource management in a single solution. It's designed to work seamlessly with Agentforce Public Sector (formerly Public Sector Solutions) and supports a range of scheduling scenarios.

Note Workforce Scheduling is bundled as an add-on license for Agentforce Public Sector. For more information, contact your Salesforce account executive.

With Workforce Scheduling, your team can:

• Schedule and manage on-site and virtual appointments from one place.
• Schedule and manage appointments for custom objects such as interactions.
• Match service resources to appointments based on location and availability.
• Empower your employees and customers to self-schedule appointments through multiple channels, including online portals, mobile apps, call centers, and in-person interactions.
• Give managers real-time visibility into team schedules, workloads, and appointment status.

Let's get started!

• Get Started with Workforce Scheduling
  Get to know the capabilities, appointment types, roles, and constraints that shape your Workforce Scheduling implementation.
• Set Up Workforce Scheduling
  Define where and how work is performed, set up and configure optional features, and configure the Scheduling Console.
• Schedule and Reschedule Service Appointments in Workforce Scheduling
  Schedule service appointments for generic objects such as accounts and contacts, and also for specific Context Service-mapped objects such as interactions. The appointment scheduling flows vary based on the underlying object.
• Manage Appointments with the Scheduling Console
  With the help of a centralized timeline view, monitor resource schedules and manage appointments across service territories in Workforce Scheduling.
• Schedule and Reschedule Interactions in Workforce Scheduling
  Schedule, reschedule, and cancel on-site and virtual interactions such as hearings, orientation sessions, and case reviews.
• Customize Workforce Scheduling
  Tailor the scheduling experience to your business' processes by renaming labels, modifying flows, and adding or removing fields.
• Extend Workforce Scheduling
  Extend Workforce Scheduling with additional features across service appointments, service resources, service territories, work types, and availability management.