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            Extend Workforce Scheduling

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            Extend Workforce Scheduling

            Extend Workforce Scheduling with additional features across service appointments, service resources, service territories, work types, and availability management.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            • Extend Service Appointments in Workforce Scheduling
              After setting up service appointments, extend them with calendar integration, automatic resource assignment, video appointments, and group sessions. These features expand how appointments are created, displayed, and managed.
            • Extend Service Resources in Workforce Scheduling
              After creating service resources, extend them with skills, appointment sharing, and engagement channels. These features control which appointments a resource is eligible for, how resources are matched to work types, and how appointment access is managed.
            • Extend Service Territories in Workforce Scheduling
              After creating service territories, extend them with additional functionality such as location services, address picklists, virtual territories, and geocoding. These features improve location accuracy, simplify data entry, and expand how territories are used in scheduling.
            • Extend Work Types in Workforce Scheduling
              After creating work types, extend them with work type groups, skill requirements, custom appointment types, label changes, and data translations. These features organize how appointment topics are presented to users and control which resources are eligible for each type of work.
            • Extend Availability Management in Workforce Scheduling
              After configuring operating hours and availability work rules, extend availability management with shifts, appointment distribution, holidays, and absence tracking. These features give you more control over when and how service resources can be booked.
             
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