Workforce Scheduling (Generally Available)

Workforce Scheduling provides an object-agnostic scheduling architecture that brings different experiences together into one cohesive product.

Workforce Scheduling adds appointment capabilities to Agentforce Public Sector’s (formerly Public Sector Solutions) interaction object to allow workers and customers to book counseling sessions or benefit interviews. Workforce Scheduling also adds customized flows designed for interactions. Workforce Scheduling creates a cohesive experience built around your existing Agentforce Public Sector implementation, allowing your staff to efficiently coordinate your customers’ services.

  • Easily Schedule Interactions for Agentforce Public Sector
    Use the power of Field Service scheduling for Agentforce Public Sector objects. Your workers can schedule, cancel, or reschedule appointments for interactions using enhanced scheduling flows powered by Salesforce Context Service, and see available resources and slots on one screen.
  • Simplify Workforce Scheduling Feature Discovery and Setup
    Use Salesforce Go to discover, set up, and configure Workforce Scheduling features, all from one location in Setup. Access content resources and links to learn more about features and get help. Easily configure features related to appointments, Event Management, Engagement Channels, Object Mapping, and Scheduling Policies.
  • Manage the Availability and Workload of Your Staff with the Manager Console
    Easily give your managers a view of your territories, resources, and their appointments from the Manager Console. This calendar-like view features a multi-layer Gantt chart built with reusable and object-agnostic Lightning web components. See multiple days in a single view and search for resources or their appointments. Also, see and edit specific appointments from the console.
  • Customize Your Implementation with Unified Scheduling APIs
    Use the Unified Scheduling APIs to easily build out or customize your solution for your business. These APIs easily integrate with a new and improved data model to better manage your appointments and related objects.