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.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To set up object mapping:
Workforce Scheduling Manager
Before you begin:
Create locations that map identically to the service territories. Use the exact address
and ideally the same name.
Ensure that the interaction type matches the engagement channel name.
From Setup, click Salesforce Go.
Search for Scheduling Policies.
In the search results, under Features, select Object Mapping for Workforce
Scheduling.
To enable object mapping, turn on Object Mapping for Workforce
Scheduling.
Two prerequisites are completed automatically: Turn On Workforce Scheduling Initial
Setup and Enable Context Definitions.
Under Complete the Required Steps, find Map Object Data with Service Appointments, and
then click Manage to configure the mapping.
Select the context definition for your object and click
Save.
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