To view and control the number of service appointments at a shift and work-type level, enable capacity-based scheduling.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To enable capacity-based scheduling: | Customize Application |
Before enabling capacity-based scheduling, complete the prerequisites.
- From Setup, in the Quick Find box, enter Salesforce Scheduler Settings, and then select Salesforce Scheduler Settings.
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Enable Capacity-Based Scheduling.
By default, after you enable capacity-based scheduling, the capacity of your shift work topics is set to 0. To ensure business continuity, populate capacity values in your shift work topics so that your schedule works as it did before in one of these ways.
- Initialize the capacity for existing shift records using a script. For more information on using the script, see Initialize Shift Work Topics with Capacity.
- Set the capacity for shift work topics. For more information, see Set the Capacity Limit for a Service Territory and Set Capacity for Shifts
- Initialize Shift Work Topics with Capacity
Initialize capacity for shift work topics in your org.