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Editions and Licensing
Learn about the Salesforce user interfaces, editions, and add-ons that support Workforce Scheduling.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
Workforce Scheduling is available in Lightning Experience. It's available in Enterprise and Unlimited editions with Agentforce Public Sector, formerly Public Sector Solutions.
SKUs
- Public Sector Foundation – Advanced – Field Service
- Public Sector – Service – Agentforce 1 Edition
Roles and Permission Sets
Assign permission sets to give each role the access it needs.
| Role | Permission set | What they can do |
|---|---|---|
| Admins | Workforce Scheduling Admin | Set up and configure Workforce Scheduling. |
| Dispatchers | Workforce Scheduling Dispatcher | Schedule and manage appointments and resource assignments. |
| Shift managers | Workforce Scheduling Shift Manager | Create and manage service resource shifts. |
| Greeters | Workforce Scheduling Lobby Greeter | Check in walk-in customers and manage the lobby. |
| Service resources (such as compliance officers) | Workforce Scheduling On-Site Resource | Perform on-site appointments. |
| Field inspectors | Workforce Scheduling Field Resource | Perform field appointments at customer locations. |
| Named contractors | Workforce Scheduling Contractor Field Resource and Shift Worker OR Workforce Scheduling Contractor On-Site Resource |
Perform contracted field or on-site appointments. |
| Service territory managers | Workforce Scheduling Dispatcher | Manage scheduling and resources for a service territory. |
| Customer care representatives | Workforce Scheduling User | Schedule appointments on behalf of customers. |
| Customers and constituents (logged-in and guest users) | Workforce Scheduling User | Self-schedule appointments through a site. |
To set up roles for these users, see Create Roles for Public Sector Solutions Users.
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