---
schema_version: "1"
id: 5b00fd40c915cb1e7d1177700bdf3aace9b36a8bad918bad985b78f02a7b3dec
title: Create a Scheduling Rule 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_rules_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_scheduling_rules_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 52c0faad2a356ce0ea927b16f71096545751d1c3a24f427d7d8c41b38ca9bafd
description: 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.
products:
  - Field Service
release: "264"
---
# Create a Scheduling Rule for Shifts

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.

### 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="d92432e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92432e72 ">To create scheduling rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92432e72 ">
              <p>Field Service Standard</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

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

To create a scheduling rule:

1. From Setup, in the Quick Find box, enter rules, and then select **Rules**.
2. To create a new listview:
    1. Click the gear icon, and select **New**.
    2. Name your listview, and select who can view it.
    3. Save your changes.
3. To create a scheduling rule, click **New**.
4. Name your scheduling rule and select a **Scheduling Rule Type**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note You can ignore the Match Queue rule type.
5. Fill out the fields on the form and save your work.

Shift scheduling tools, including Get Candidates, batch assignment, and mass shift update, then evaluate service resources against the defined scheduling rules to identify which resources are eligible to be assigned specific shifts.

There are five default rules that you can use as examples. The default rules are turned off until you enable them.

- Availability—only assign a service resource with availability.
- Match territory—only assign shifts with a service territory that matches the service resource’s service territory for the time period of the shift. The service resource can be primary, secondary, or relocation service territory members.
- Match skill—only assign shifts if the service resource’s skills match the job profile skills.
- Enforce work limits—limit the number of work hours per day, week, or month, or limit the number of shifts per day, week, or month. Define work limits in the Scheduling Constraint tab.
- Limit nonstandard shifts—Use the Non-Standard checkbox on shifts and shift templates to flag undesirable shifts to limit how many non-standard shifts are assigned to each resource per month. For example, if the limit is two then a resource assigned to two non-standard shifts won’t be assigned to a third.

#### See Also

- [Create a Scheduling Objective for Shifts](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_objectives.htm&release=264.0.0&type=5 "Planners and administrators can optimize the shift scheduling process by adding Scheduling Objectives, which apply various business goals to the scheduling process.")
- [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)