---
schema_version: "1"
id: 258549e567674020fb44b0747a40992c758cef7dbab7c9371a474ea54e4de1b7
title: Set Up Work Type Groups and Work Types 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_set_up_wtg_wt.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_set_up_wtg_wt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 506aee58407e359d2520b7c9e30a684bc05a1ef082c1a6bf6c5fd35a3b616054
description: Streamline appointment scheduling by creating work type groups (appointment topics) and work types (appointment templates).
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Set Up Work Type Groups and Work Types in Salesforce Scheduler

Streamline appointment scheduling by creating work type groups (appointment topics) and work types (appointment templates).

### 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>

1. **[Create Work Type Groups in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_create_work_type_groups.htm&release=264.0.0&type=5)**  
    A work type group represents an appointment topic, such as home loan or investment. Create appointment topics that are relevant for your users.
2. **[Customize Appointment Subtopics in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_add_picklist_work_type_group.htm&release=264.0.0&type=5)**  
    Customize the appointment subtopics that users see below an appointment topic when creating appointments in Salesforce Scheduler.
3. **[Create Work Types in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_create_work_types.htm&release=264.0.0&type=5)**  
    Work types are templates that are included in a work type group —appointment topic— and service territory —branch location, saving you time and making standardizing your appointment scheduling easier. You can set parameters such as the default appointment duration, buffers before and after your appointment, and the appointment availability horizon.
4. **[Add Skill Requirements for Work Types in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.assign_skills_work_types.htm&release=264.0.0&type=5)**  
    Define skill requirements for work types to ensure that an appointment is assigned to a service resource with the right skills. A service resource can be assigned to an appointment only if the resource has all the skills that are required for the work type associated with that appointment. Adding skill requirements to work types saves you time and keeps your business processes consistent.
5. **[Assign Work Types to Service Territories in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_assign_st_work_types.htm&release=264.0.0&type=5)**  
    Map each work type (appointment template) to a service territory (location).
6. **[Assign Work Types to Work Type Groups in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_assign_wt_wtg.htm&release=264.0.0&type=5)**  
    Map each work type (appointment template) to a work type group (appointment topic).
7. **[Assign Work Type Groups to Work Types in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_assign_wtg_wt.htm&release=264.0.0&type=5)**  
    Map each work type group (appointment topic) to a work type (appointment template).