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Create Operating Hours and Time Slots
Define when your team is available to work and the time slots customers can schedule.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create operating hours and time slots: | Workforce Scheduling Admin |
Operating Hours hold a set of time slots, and each slot names a day, a start time, and an end time. Taken together, operating hours define when work can be scheduled for your resources.
- From Salesforce Go, search for and select Workforce Scheduling Data & Permissions.
- Click Create Operating Hours and Slots and then New Operating Hours.
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Enter the details that identify the operating hours and its slots.
- Name: the name of the operating hours.
- Description: what this operating hour covers.
- Time Zone: the time zone of the operating hours.
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For the day to which you want to add operating hours, click Add
Hours.
- Click
to add additional hours to a specific day. - Select the Start Time and End Time.
- Specify the Scope as either Field or On-site.
- If you select the Scope as Field, then also select the Time Slot Type as Normal or Extended. Select Extended to represent overtime shifts.
- Add Hours to additional days and then click Copy to All to copy the operating hours to other days too.
Note Ensure that the time slots of the on-site and field time slots don't overlap. - Click
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Save your operating hours.
You can now assign the operating hours and its time slots to a service territory.
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