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Workforce Scheduling for Agentforce Public Sector
Create Work Types in Salesforce Go

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Create Work Types in Salesforce Go

Define the types of work that your team performs, including how long each one takes and which scheduling methods it supports.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To create work types: Workforce Scheduling Admin

A work type is a template for a kind of appointment. A work type sets how long the appointment takes, which scheduling methods apply, the linked scheduling objects, the required skills, and so on.

  1. From Salesforce Go, search for and select Workforce Scheduling Data & Permissions.
  2. Next to Create Work Types, click Manage and then New Work Type.
  3. Enter the details that identify the work type.
    • Name: the name that users select while scheduling.
    • Description: what this kind of work covers.
    • Estimated Duration and Duration Type: how long the appointment takes, in minutes or hours.
    • Scheduling Method: specify whether the work type applies to on-site scheduling, field scheduling, or both types of scheduling.
    • Scheduling Object: the object that users create and manage when they book this kind of appointment. For example, Visit or Interaction.
    • Required Skills: Assign work to the right resources by selecting the necessary skills. If required, define new skills.
  4. Save your work type.
 
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