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            Get Started with Workforce Scheduling

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            Get Started with Workforce Scheduling

            Get to know the capabilities, appointment types, roles, and constraints that shape your Workforce Scheduling implementation. Align features with your business needs before you start setup.

            Required Editions

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

            Before you set up Workforce Scheduling, review the key capabilities it offers, the appointment types it supports, the roles involved, and the current constraints.

            • Key Capabilities
              Workforce Scheduling spans appointment scheduling, resource management, a centralized scheduling console, and customization tools, covering on-site and virtual scheduling end-to-end.
            • Supported Appointment Types
              Workforce Scheduling currently supports on-site and virtual appointment types.
            • Roles
              Learn about the roles in Workforce Scheduling — such as administrators, service resources, service territory managers, and customer care representatives — and what each role can do.
            • Constraints
              Note these constraints when using Workforce Scheduling.
             
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