---
schema_version: "1"
id: 27184d10e5f5dee53e140cfe32b749161eea6c9f152f9a84904625b7a27394c5
title: Key Terms 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_key_terms_in_salesforce_scheduler.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_key_terms_in_salesforce_scheduler.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 46c8c911cf94cef072333146ccdb7acb47e7ce584646edb8df45d4f6565b2c27
description: List of key terms—such as service resource, service territory, work type group, work type, and skills—and their descriptions.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Key Terms in Salesforce Scheduler

List of key terms—such as service resource, service territory, work type group, work type, and skills—and their descriptions.

### 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 ">
      <colgroup>
        <col style="width:36.63003663003663%">
        <col style="width:63.369963369963365%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d51846e64">Term</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d51846e67">Description</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Service Resource</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">An employee or contractor of your company, such as a loan officer, investment advisor,
            doctor, nurse practitioner, or retail store specialist, who attends appointments with
            customers.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Service Territory</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">Branch or office location where your appointment attendees operate from or meet
            customers.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Work Type Group</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">A general appointment topic or category, such as home loan or investment, for which an
            appointment is scheduled.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Work Type</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">Appointment templates that link work type groups (appointment topics) with particular
            service territories (locations) and define key parameters such as appointment duration,
            preparation and wrap-up buffers, and availability timings.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Appointment Type/Engagement
            Channel
            Type</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">
            <p>The type of appointment such as phone, at a branch, or video.</p>
            <p style="margin-bottom:0;">You can use appointment types or engagement
              channel
              types. When you use engagement
              channel
              types, you can also use engagement
              channel
              types as a filter to determine service resource availability.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Skill</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">A skill, expertise, or certification of service resources. Salesforce Scheduler uses
            skills to ensure that service resources with the required expertise are assigned to
            service appointments based on appointment topics.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Skill Requirement</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">A skill that is required to attend the appointments related to an appointment
            topic.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Operating Hours</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">The hours of a day during which appointments can be scheduled. You can define operating
            hours for service territories, service territory members, work types, and accounts.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Shift</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">The time period during which a service resource is available for appointments.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Holiday</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">The time period during which a service territory and its service resources are
            unavailable for appointments.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Resource Absence</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">A vacation day or holiday when a service resource is unavailable.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Time Slot</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">The time period when an appointment can be scheduled.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Service Appointment</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">An appointment booked through Salesforce Scheduler.</td>

        </tr>
        <tr class="">
          <td data-label="Term" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e64 ">Appointment Invitation</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d51846e67 ">An invitation URL that’s used by customers to book appointments.</td>

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