Here are some things to keep in mind when you implement concurrent scheduling.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
- Concurrent time slots are applicable only to service territory members; they aren’t applicable to service territories or work types. As a result, when viewing a service territory or work type record, you don’t see the concurrent time slots in their operating hours. And during appointment scheduling, only the concurrent time slots in the service territory member’s operating hours are available for selection. Any concurrent time slots in the work type’s or service territory’s operating hours aren’t available.
- The minimum number of concurrent appointments is 2; the maximum is 1,000.
- For concurrent scheduling to work smoothly, we recommend that you set Estimated Duration in all work types to Appointment Start Time Interval. For example, if you’ve set your Appointment Start Time Interval scheduling policy rule to 30 minutes, set Estimated Duration in your work types to 30 minutes.
- After a concurrent appointment is scheduled, deleting service resources, modifying work type durations, or modifying the appointment to remove assigned service resources can result in unexpected behavior.
- After a concurrent appointment is scheduled for a time slot, if you change the appointment start time or end time, then Salesforce Scheduler doesn’t show the time slot even if the maximum number of appointments isn’t reached. The changes to start time and end time don’t affect already-scheduled concurrent appointments.