---
schema_version: "1"
id: fd26b0d0effcebc0b70c026a4eeb2eb3b276d90f3654ffc877a696ffe8489443
title: Create a Scheduling Objective for Shifts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_scheduling_objectives.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_scheduling_objectives.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5719e9d7da98e8dd97ef5e8f7720e5350a9fda6508f5b2253d55cc11d4fcb10a
description: Planners and administrators can optimize the shift scheduling process by adding Scheduling Objectives, which apply various business goals to the scheduling process.
products:
  - Field Service
release: "264"
---
# Create a Scheduling Objective for Shifts

Planners and administrators can optimize the shift scheduling process by adding Scheduling Objectives, which apply various business goals to the scheduling process.

### 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;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d76612e72">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d76612e72 ">To set scheduling objectives:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d76612e72 ">
              <p>Field Service Standard</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize
                Application</p>
            </td>

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

Create scheduling objectives that reflect your shift scheduling goals. When a planner schedules shifts for service resources, the shift scheduling engine gives each objective equal weight. For each objective, potential service resources are assigned a score to reflect how well the objective is met. The service resource with the highest score is prioritized for shift scheduling.

1. Access the Scheduling Objectives page.
    1. From Setup, in the Quick Find box, enter objectives, and then select **Scheduling Objectives**.
        
        From the Scheduling Objectives page, you can:
        
        - Select, customize, or create your own view of the data.
        - Create, edit, and delete scheduling objectives.
2. Create a Scheduling Objective.
    
    1. From the Scheduling Objective page, click **New**.
    2. Enter a name and description.
    3. Select the **Scheduling Objective Type**.
        
        We predefine these objective types.
        
        - Service Resource (Call Center Rep) Preference—Service resource preferences allow you, the call center rep, to take ownership of your schedule. Each call center rep can [define service resource preferred working hours](https://help.salesforce.com/s/articleView?id=service.workforce_engagement_submit_service_resource_preference.htm&type=5&language=en_US) as operating hours in the Preferences related list in the service resource records. When planners schedule shifts, Field Service shift scheduling tools consider each service resource's availability preference when identifying candidates for shifts.
            
            For example, a service resource can work from 8:00 AM to 8:00 PM every day of the week, but prefers working on weekdays. You can create an operating hours record with time slots as weekdays, from 8:00 AM to 8:00 PM. Associate the record to the service resource via a related Service Resource Preference record to make sure the shift scheduling engine takes the preference into consideration.
        - Balance Shifts— Scheduling balances the number of shifts across call center reps within the specified time period.
        - Balance Non-Standard Shifts—Scheduling balances the number of non-standard shifts across call center reps within the specified time period.
    4. Save your work.
    
    ![New scheduling objective](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_scheduling_objective.png)
3. To edit a scheduling objective, open the dropdown action menu and select **Edit**.
4. To delete a scheduling objective, open the dropdown action menu and select **Delete**.

#### See Also

- [Create a Scheduling Rule for Shifts](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_rules_create.htm&release=264.0.0&type=5 "Create rules that define which shifts are to be assigned to which service resources. You can use the default rules, or create your own scheduling rules.")
- [Scheduling Rule Types](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_rule_types.htm&release=264.0.0&type=5 "Scheduling rules help match service resources to shifts. When the scheduling logic looks for service resources to assign to shifts, it checks your rules.")
- [Add Shift Scheduling Constraints](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_constraint_create.htm&release=264.0.0&type=5 "Scheduling constraints are records that are defined on the service resource or service territory. They set  the limit for how many shifts, in units or hours, can be assigned to a resource over a given time period (for example a day, week, or month). To match service resources to shifts, the work limit-type scheduling rule looks first for a constraint on the service resource. If no constraint is found, the rule looks for a scheduling constraint on the service territory.")
- [Assign and Update Field Service Shifts](https://help.salesforce.com/s/articleView?id=service.fs_shifts_assign.htm&release=264.0.0&type=5 "In Field Service, make sure that shifts are staffed by assigning them to a service resource. You can assign shifts individually or update the assignee and status in bulk.")
- [What Are Shifts?](https://help.salesforce.com/s/articleView?id=service.fs_shifts_plan.htm&type=5&language=en_US)
- [Prepare Your Org for Shift Scheduling](https://help.salesforce.com/s/articleView?id=service.fs_shifts_prepare_scheduling.htm&type=5&language=en_US)