---
schema_version: "1"
id: da3d5af0a33ea5e312ba9971448b74a2fafa14a98dbe93bb5ea280010958f433
title: Create Shifts in Salesforce Scheduler
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_create_shifts.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_create_shifts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ff7e113ffa83b4be1b335a56cdcc8b0a5a6d40e477e12efcd596b2e00afd9a8b
description: Create shifts that vary daily or weekly. You can use shifts to assign service resources for periods that follow a flexible pattern. For example, different working hours at the same service territory or availability of the same service resource at different service territories.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Create Shifts in Salesforce Scheduler

Create shifts that vary daily or weekly. You can use shifts to assign service resources for periods that follow a flexible pattern. For example, different working hours at the same service territory or availability of the same service resource at different service territories.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d23626e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23626e66 ">To view, create, and update shifts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23626e66 ">View, create, and edit on Shifts, Service Territories, Service Resources, Service
              Territory Memberships </td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)

Note Starting in Winter '25, Salesforce Scheduler supports capacity-based scheduling. However, when creating a shift, you can’t set the service appointment limit. Instead, create a shift, edit it, and then add the service appointment limit.

1. From the App Launcher, click **Shifts**.
2. Perform an action:
    
    - Click **New**.
    - From the schedule view, click an empty space within the calendar.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
        
        Note If the Multiple Topics for Shifts setting is enabled, the option to create a shift isn’t available in the Shift by Work Type Group tab of the schedule view.
3. Enter dates and times for the shift's start and end.
    
    A second set of time fields shows the shift’s start and end in the time zone of the service territory. Salesforce Scheduler shows the second set of time fields only when the user’s timezone is different than the service territory’s timezone.
    
    If you create a shift with a service territory that has defined operating hours, the start time and end time of the shift defaults to the operating hours of the service territory. But if you create a shift without a service territory or with a service territory that doesn’t have defined operating hours, the start time and end time of the shift default to 12 AM to 12 AM.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note Ensure that the duration of recurring shifts is less than or equal to 24 hours.
4. Select a status:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d23626e145-option" id="d23626e149">Tentative</th><td style="vertical-align:top;" headers="d23626e145-desc d23626e149">The shift is tentatively defined.</td></tr><tr class=""><th style="vertical-align:top;" headers="d23626e145-option" id="d23626e158">Published</th><td style="vertical-align:top;" headers="d23626e145-desc d23626e158">The shift manager assigns a service resource and publishes the shift. The assigned service resource is notified.</td></tr><tr class=""><th style="vertical-align:top;" headers="d23626e145-option" id="d23626e167">Confirmed</th><td style="vertical-align:top;" headers="d23626e145-desc d23626e167">The assigned service resource acknowledges the shift and the scheduling engine considers the shift as confirmed. A shift is applied only when it’s confirmed.</td></tr></tbody></table>
5. Select a service territory and a service resource.
    
    Ensure that the assigned service resource is a member of the service territory.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note If you don’t assign both a service resource and a service territory to the shift, Scheduler doesn’t consider the shift.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note Always select a service territory when you’re creating a recurring shift.
6. Select a work type group.
    
    By using work type groups, bankers can decide when they want to take appointments for specific skills. For example, a banker can decide to cover the appointments for retail banking in the morning and can provide advice to clients on SME loans in the afternoon.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note If you don’t select a work type group, Scheduler considers all work type groups for the shift.
    
    If the Multiple Topics for Shifts setting is enabled, Salesforce Scheduler hides the work type and work type group fields. Instead, you can add a topic to a shift. For more information on how to add topics, see [Configure Shift Settings](https://help.salesforce.com/s/articleView?id=platform.ls_configure_shift_settings.htm&release=264.0.0&type=5 "Add engagement channel types and topics to a shift. You can also define maximum appointments that customers can schedule for each of these associated topics.").
7. From the Time Slot Type dropdown list, select **Normal**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note Salesforce Scheduler applies shifts only for the Normal time slot type.
8. Choose a background color if necessary.
9. To create a recurring shift, from the Type dropdown list, select **Recurring**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note Starting with Winter ‘23, the Type field is shown in Salesforce by default. For existing instances, add a section with a single column in the Shift layout and add the Type field to the column. For more information about how to create a section, see [User Interface Elements for the Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.customize_layoutcustomize_pd_elements.htm&type=5&language=en_US).
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note Starting with Winter ‘24, the Recurrence Pattern section appears in the shift layout by default. For existing instances, add the Recurrence Pattern field in the Shift layout under Shift Details. For more information, see [Customize Page Layouts with the Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.layouts_customize_ple.htm&type=5&language=en_US).
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_important.png)
    
    Important Salesforce Scheduler shows the recurring shift-related fields when you select Recurring in the Type field. Don’t add the Recurrence Start Date and Recurrence End Date fields to the Shift object layout individually.
    
    ![recurring\_shifts](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/scheduler/images/ls_recurring_shifts.jpg)
10. Define the frequency of the shift.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d23626e271-option" id="d23626e275">Daily</th><td style="vertical-align:top;" headers="d23626e271-desc d23626e275">Define the days on which the shift repeats. For example, every day, every alternate day, and every third day.</td></tr><tr class=""><th style="vertical-align:top;" headers="d23626e271-option" id="d23626e284">Weekly</th><td style="vertical-align:top;" headers="d23626e271-desc d23626e284">Define the days of the week on which the shift repeats. For example, every Monday, Wednesday, Friday of every week, every Monday and Thursday, or every alternate week.</td></tr><tr class=""><th style="vertical-align:top;" headers="d23626e271-option" id="d23626e293">Monthly</th><td style="vertical-align:top;" headers="d23626e271-desc d23626e293">Define which day of the month a shift repeats. For example, every first Monday of the month or every fifth day of every month.</td></tr><tr class=""><th style="vertical-align:top;" headers="d23626e271-option" id="d23626e302">End Date</th><td style="vertical-align:top;" headers="d23626e271-desc d23626e302">Define the end date for the recurrence period if necessary.</td></tr><tr class=""><th style="vertical-align:top;" headers="d23626e271-option" id="d23626e311">Number of Occurrences</th><td style="vertical-align:top;" headers="d23626e271-desc d23626e311">Define the number of times the shift repeats if necessary.</td></tr></tbody></table>
    
    Always either select an end date or specify the number of occurrences for the shift.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note Salesforce Scheduler considers the recurrence period in the service territory’s timezone. The period of recurrence is limited to 180 days. For example, you create a recurring shift on July 1, 2022. You can choose an end date that's either less than or equal to 180 days from July 1, 2022, or the number of occurrences that are repeated within 180 days from July 1, 2022.
11. To add the dates when you’re unavailable between the shift recurrences, select **Add exception dates**. Then, add the dates in the boxes.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note You can specify a maximum of 10 exception dates that are within the recurrence pattern duration. Salesforce Scheduler verifies if the exception dates are within the pattern duration, but doesn’t verify whether the specified date has a shift recurrence. If you change the recurrence pattern and if the date specified as an exception earlier has a shift recurrence in the new pattern definition, then Scheduler excludes the date from the recurrence pattern. For example, you specified an exception date of July 19, 2023 (Wednesday) for a shift that recurs every Monday from July 10, 2023 until August 28, 2023. Salesforce Scheduler accepts this date as an exception, but it has no effect on the shift recurrence. However, if you update the recurrence pattern of the shift from every Monday to every Wednesday, then Scheduler considers July 19, 2023 as an exception to the shift recurrence definition.
12. Save your changes.

#### See Also

- [Create Work Types in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_create_work_types.htm&type=5&language=en_US)