Considerations

Review the considerations, supported scheduling methods, and appointment types that shape what you can schedule in Workforce Scheduling.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

Changes made through the SObject API or a record page bypass scheduling logic. To keep schedules consistent, use the scheduling flows.
Salesforce Shield tracks changes to the primary entity, not to related entities.
Automatic scheduling and optimization apply to field appointments only.
Lunch breaks are added automatically for field resources. For on-site resources, record breaks manually as absences.
Avoid overlapping field and on-site shifts or operating hours for the same resource.
Travel time is calculated from a resource's home base to the first appointment and from the last appointment back to the home base.
Service Schedule Requests (SSR) are read-only for users. Therefore, you can't create or edit them. Only the Cloud Integration user can create SSR records.

Supported scheduling methods

Method	Description	Examples
On-site	Appointments take place at your office, agency, or facility.	Reviews, hearings, orientation sessions, board meetings.
Field	Appointments take place at the customer's location.	Inspections, home health appointments.

Type	Description
Regular	A one-on-one appointment that a customer or your team books in advance.

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