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Agentforce Field Service and Operations
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            Create Shifts from a Pattern

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            Create Shifts from a Pattern

            In Field Service, create a set of shifts from a predefined pattern of shift templates. Assign a service territory and resource to quickly prepare the schedule.

            Required Editions

            Available in: Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To view, create, and update shifts: View, create, and edit on Shifts, Job Profiles, Service Territories, Service Resources, Service Territory Memberships
            1. From the App Launcher, click Shifts.
            2. Click New from Pattern.
            3. Select the shift pattern.
            4. Select a start date.
            5. Do one of the following:
              1. To end the pattern on a specific date, choose On a date.
              2. To repeat the pattern, choose After a number of occurrences and enter the number of times to repeat it.
                New shifts from pattern screen
            6. Optionally, select a service territory. If you select a territory, you can also assign a service resource.
            7. Click Create Shifts.

            See Also

             
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