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Discover and Set Up Features with Salesforce Go
Set up Workforce Scheduling and its related artifacts to schedule appointments for your business.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
- Manage User Access for Workforce Scheduling
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. - Unlock Advanced Functionality for Service Appointments for Workforce Scheduling in Salesforce Go
Configure advanced scheduling features for service appointments to improve scheduling efficiency, including multi-resource scheduling and resource utilization tracking. - Set Up Building Blocks for Scheduling Policies
Scheduling policies define the rules and criteria for matching service resources to appointments. Use scheduling policies to control which resources are available and how they're prioritized. - Set Up Object Mapping for Workforce Scheduling in Salesforce Go
Object mapping lets you map data between any object and the Service Appointment object so that records from the selected object can be scheduled with Workforce Scheduling.
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