Guidelines for Creating Operating Hours for Field Service
Operating hours in Field Service can represent the availability of a mobile worker for
scheduled work (defined on the Service Territory or Service Territory Member record), appointment
booking arrival windows (defined as a default in Field Service Settings, or per Work Order, via
Entitlements), and customer availability requirements (Visiting Hours on the Work Order). Learn
how to set operating hours for each scenario.
Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning
Experience
The Agentforce Field Service and Operations core features, managed package, and
mobile app are available in Enterprise, Unlimited, and Developer
Editions.
When operating hours are associated with...
They represent...
How to configure
Accounts
The customer's availability for service appointments. For example, availability can be
an account's normal business hours if service appointments must occur during business
hours.
Update the Operating Hours field on an account with an operating hours record that has
time slots aligned with when the customer is available for service at their location.
The Operating Hours record is automatically transferred to the Visiting Hours field on
the Work Order when a Work Order is created. This information is considered when scheduling
an appointment associated with that Work Order if there is a Service Appointment Visiting
Hours work rule configured in the scheduling policy.
Service territories
The default working hours for the service territory members, unless different hours
are specified on a service territory member record.
Select operating hours when creating a service territory in Guided Setup. Or, update
the Operating Hours field on the service territory record.
Service territory members
The hours when the member (a service resource) is available to work if these hours differ
from the service territory operating hours.
If the member's availability is the same as the service territory, it’s a best practice
not to define separate operating hours for the service territory member. In this case, the
service territory's operating hours govern the resource's availability.
Update the Operating Hours field on a service territory member record.
Appointment booking
The appointment booking arrival windows offered to customers during
scheduling.
Select your default operating hours for appointment booking in the Customize Appointment Booking step in Guided Setup. Or, from the App Launcher, find and open the Field
Service Admin app, and then click Field Service Settings | Global Actions | Appointment Booking. Then, update the Default Operating Hours field.
The Timezone field on the
operating hours record, used for appointment booking slots, isn’t considered during
scheduling. Instead, the appointment time slots are assumed to be in the service
territory’s time zone. You're not required to create multiple appointment booking operating
hours windows for each time zone where service is offered.
NoteIf different appointment booking windows are needed for different
level of service, add entitlements to your work orders. For example, standard customers get
4-hour booking windows while VIP customers get 2-hour windows. In the Operating Hours field
on the entitlement, select the appropriate appointment booking window operating
hours.
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