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Set Up Workforce Management
Before your teams can use Workforce Management, turn it on, assign permission sets, and create a custom Lightning Console app for your team to use.
Required Editions
| View supported editions. |
| Configuration Step | Documentation |
|---|---|
| 1. Purchase the Workforce Management add-on. | Manage Your Salesforce Account |
2. From Setup, turn on Workforce Management and its features.
|
Enable Workforce Management and Feature Preferences |
| 3. Assign all three Workforce Management sets to your own user profile. Assign the appropriate permission sets to your fellow users. | Workforce Management User Permission Sets |
4. Create a custom Lightning Console app Workforce Management. Add some or all of these features to the Select Items page:
|
Create and Edit a Custom Lightning Console App |
- Update Your Analytics App
The Workforce Engagement Analytics App provides dashboards and reports for workforce planning and adherence tracking. Install the app during initial setup and update it periodically to access the latest features.
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