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Create Operating Hours in Salesforce Scheduler

View, create, and modify operating hours and time slots on the Operating Hours tab in the Salesforce Scheduler Setup app. Or use the Operating Hours component on a work type, service territory, or service territory member record page.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To view the Operating Hours tab and operating hours: Read on operating hours
To create operating hours: Create on operating hours, Read on Appointment Topic Time Slot
To update operating hours: Edit on operating hours, Read on Appointment Topic Time Slot
To delete operating hours: Delete on operating hours
To view time slots: Read on operating hours
To update, create, or delete time slots: Edit on operating hours
To assign operating hours to service resources: Edit on service resources
To assign operating hours to service territories: Edit on service territories
To assign operating hours to accounts: Edit on accounts
  1. In the Salesforce Scheduler Setup app, on the Operating Hours tab, click New.
    Alternatively, you can click Add Time Slots on the Operating Hours component on a service territory, work type, or service territory member record page. If you don’t see the Operating Hours component on these record pages, see Add the Operating Hours Component to a Lightning Page.
    Tip
    Tip You can navigate to a service territory member record in any of these ways:
    • On the service resource record page, find the Service Territories related list, then click the member number.
    • On the service territory record page, find the Service Territory Members related list, then click the member number for the territory member.
  2. Enter a name for the operating hours and select a time zone.
  3. To add a time slot, under Set Service Appointment Windows, click Add Row.
    Note
    Note The total number of time slots that you can add is limited to 200.
  4. Select a day, start time, and end time for the time slot.
    Add more rows as required.
    Note
    Note If the end time is on the next day, that time slot appears in the next day’s column while scheduling an appointment. For example, the start time is 8:00 PM on Tuesday and the end time is 12:00 AM on Wednesday. The time slot appears in the column for Wednesday and not in the column for Tuesday.
  5. If Concurrent Scheduling is enabled, you can also define time slots for concurrent appointments and specify the maximum number of appointments that can be made in a time slot. Under Set Concurrent Service Appointment Windows, click Add Row.
    Note
    Note Create concurrent time slots only for those operating hours that you plan to assign to service territory members. 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.
  6. Select a day, start time, end time, maximum number of appointments, and appointment topic for the time slot.
    Add more rows as required.
  7. Save your changes.

See Also