Before your teams can use Frontline Workforce Management, turn it on, assign permission sets, and create a custom Lightning Console app for your team to use.
Required Editions
| View supported editions. |
| Configuration Step | Documentation |
|---|---|
| 1. Get the Frontline Workforce Management and Unified Workforce Management add-on licenses. | Manage Your Salesforce Account |
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2. From Setup, turn on Frontline Workforce Management and its features.
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Enable Frontline Workforce Management and Feature Preferences |
| 3. Assign all four Frontline Workforce Management sets to your own user profile. Assign the appropriate permission sets to your fellow users. | Frontline Workforce Management User Permission Sets |
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4. Create a custom Lightning Console app Frontline Workforce Management. Add some or all of these features to the Select Items page:
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Create and Edit a Custom Lightning Console App |
- Frontline Workforce Management User Permission Sets
Assign the Workforce Management Analyst, Workforce Management Planner, or Workforce Management Worker permission sets to users of Frontline Workforce Management features.