Appointment Time Slot Calculation for Concurrent Shifts

A territory manager or a service resource creates concurrent shifts by defining the maximum number of appointments for the associated topic. If they create overlapping shifts with a different concurrency for each of these shifts, then Salesforce Scheduler selects the maximum number of concurrency for a shift duration and minimum concurrency while determining the overlapping time slots within these shifts.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
Example
Example John, a banker, works in the 1 Market St. branch, attends to customers who have queries about wealth management. He creates these three shifts.
Shift Number Start Time End Time Maximum Appointments
1 9:00 AM 12:30 PM 10
2 10:30 AM 01:00 PM 20
3 11:00 AM 12:00 PM 30

Salesforce Scheduler breaks these shifts into smaller durations by considering the maximum number of appointments for overlapping shifts.

Duration Start Time End Time Maximum Appointments
1 9:00 AM 10:30 AM 10
2 10:30 AM 11:00 AM 20
3 11:00 AM 12:00 PM 30
4 12:00 PM 1:00 PM 20

In the shifts that John created, the work type duration is 1 hour and the appointment start time interval is 30 minutes. So, here’s how Salesforce Scheduler shows John’s time slot availability.

Time Slot Start Time End Time Maximum Appointments
1 9:00 AM 10:00 AM 10
2 9:30 AM 10:30 AM 10
3 10:00 AM 11:00 AM 10
4 10:30 AM 11:30 AM 20
5 11:00 AM 12:00 PM 30
6 11:30 AM 12:30 PM 20
7 12:00 PM 1:00 PM 20
Determine Appointment Time Slots for Concurrent Shifts