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Manage Your Shifts in Schedule View

Schedule view shows shifts grouped by service resources or by work type group in a calendar format. The view makes identifying tentative, published, and confirmed shifts easy. The view also shows service resources’ absences and service territories’ holidays.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To view shifts: View on Shift, Job Profiles, Service Resource, and Service Territory
  1. From the App Launcher, click Shifts.
  2. Navigate to any list view other than the Recently Viewed list view, such as the All Shifts list view or a custom list view.
  3. Click the actions menu for the list view, and then select the name of the list view that contains the shifts that you want to see.
  4. If necessary, define the filters to change the shifts that appear.
  5. To view upcoming shifts in the calendar format, click Shift table view icon, and then select Shift schedule view icon.
    The shift schedule view appears.
    Shift Schedule view
    • To create a shift, click an empty space within the calendar.
    • To see a calendar of shifts that are assigned to each service resource, click the Resources tab (1). Salesforce Scheduler shows only active resources who are linked to the service territories for the specified time period.
    • To see a calendar of shifts that are assigned to each work type group, click the Shifts by Work Type Group tab (2).
    • To edit or clone a shift, hover over an existing shift, and then click Edit or Clone (3).
    • To see shift assignments in the time zone of the service territory, turn on Territory Time Zone (4).
    • To see the schedule in your time zone, turn off Territory Time Zone (4).
    • Resource absences and holidays have a gray background (5).
    • To configure the fields shown on the resource card, update the compact layout for the service resource object.
  6. To configure the fields shown on the shift card, perform these steps.
    1. In the list view for Shifts, select a list view other than the Recently Viewed list view, such as the All Shifts list view or a custom list view.
    2. Click settings icon, and then click Select Fields to Display.
    3. To move a field from the Available Fields list to the Visible Fields list, select the field, and then click Move right button.
    4. If you want to reorganize the sequence of fields, use move up button and move down button.
    5. Save your changes.
  7. Identify a shift’s status by the non-customizable, horizontal, colored stripe.
    Orange Tentative
    Blue Published
    Green Confirmed
    Customizable background colors show or highlight shifts of different types.