Loading
Manage Appointments with Salesforce Scheduler
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Considerations for Capacity-Based Scheduling

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Scheduler

            Considerations for Capacity-Based Scheduling

            An appointment is assigned to a shift and service resource based on the shift’s availability and capacity. When a particular shift or work type reaches capacity, the additional appointments are scheduled in the next ‌shift or with another service resource with available capacity.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions

            When using capacity-based scheduling, keep these considerations in mind.

            • When shifts overlap, either partially or completely, the default capacity is the sum of the capacities of the overlapping shifts. For example, if Shift A has a capacity of 5 and overlaps with Shift B which has a capacity of 3, the default capacity during the overlapping period is 8. To ensure accurate capacity management, adjust the capacity of the overlapping shifts.
            • Enabling capacity limits midway through a shift lifecycle impacts existing appointments. Ensure that scheduled appointments are reassessed so that they meet capacity.
            • Capacity-based scheduling doesn’t support the All topics supported field on shift work topics.
            • Use the shift approval process to ensure that any shift changes, such as adding or modifying shifts, go through a formal approval workflow.
            • When calculating capacity consumption, drop-in appointments aren't considered in the calculation.
             
            Loading
            Salesforce Help | Article