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          Field Service and Operations for Public Sector

          Field Service and Operations for Public Sector

          Workforce Scheduling, part of Field Service and Operations for Public Sector, is a scheduling solution built to integrate with other Salesforce industry clouds. Use it to schedule, manage, and optimize on-site and virtual appointments across your organization.

          Required Editions

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

          Workforce Scheduling brings together appointment scheduling and resource management in a single solution. It's designed to work seamlessly with Agentforce Public Sector (formerly Public Sector Solutions) and supports a range of scheduling scenarios.

          Note
          Note Workforce Scheduling is bundled as an add-on license for Agentforce Public Sector. For more information, contact your Salesforce account executive.

          With Workforce Scheduling, your team can:

          • Schedule and manage on-site and virtual appointments from one place.
          • Schedule and manage appointments for custom objects such as interactions.
          • Match service resources to appointments based on location and availability.
          • Empower your employees and customers to self-schedule appointments through multiple channels, including online portals, mobile apps, call centers, and in-person interactions.
          • Give managers real-time visibility into team schedules, workloads, and appointment status.
          • 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.
          • Set Up Workforce Scheduling
            Configure Workforce Scheduling to enable it in your org. Also, define where and how work is performed, set up and configure optional features, and configure the Scheduling Console.
          • Extend Workforce Scheduling
            Extend Workforce Scheduling with additional features across service appointments, service resources, service territories, work types, and availability management.
          • Schedule Appointments
            With Workforce Scheduling, you can schedule service appointments for generic objects such as Account, Contact, and so on, and also specific Context Service-mapped objects such as Interactions.
          • Customize Workforce Scheduling
            Tailor the scheduling experience to your business' processes by renaming labels, modifying flows, and adding or removing fields.
           
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