---
schema_version: "1"
id: 02edd98a6989297abbae3419cfacaa6737c03fafa3d2beef67b0b9df1e496517
title: Set Up Frontline Workforce Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fwm_configure_1.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fwm_configure_1.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d85c32d0531a340727fbefce1b00ac4c1f4d9b625fb6c3c2c3e293616a8de1b4
description: 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.
products:
  - Public Sector
  - Service Cloud
release: "264"
---
# Set Up Frontline Workforce Management

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

<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;"><a href="https://help.salesforce.com/s/articleView?id=service.fwm_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the Salesforce user interfaces, editions, and add-ons that support Frontline Workforce Management.">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d1534e58">Configuration Step</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d1534e61">Documentation</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d1534e58 ">1. Get the Frontline Workforce Management and Unified Workforce Management
              add-on licenses.</td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d1534e61 ">
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.users_checkout.htm&amp;type=5&amp;language=en_US" target="_blank">Manage
                Your Salesforce Account</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d1534e58 ">
              <p>2. From Setup, turn on Frontline Workforce Management and its features.</p>
              <ul>
                <li>Enable Frontline Workforce Management. The required tab set is automatically
                  installed when you enable the feature.</li>

              </ul>
            </td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d1534e61 ">
              <a href="https://help.salesforce.com/s/articleView?id=service.fwm_enable.htm&amp;release=264.0.0&amp;type=5" title="To use Frontline Workforce Management, turn on the org preference in Salesforce Go.">Enable Frontline Workforce Management and Feature Preferences</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d1534e58 ">3. Assign all four Frontline Workforce Management sets to your own user
              profile. Assign the appropriate permission sets to your fellow users.</td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d1534e61 ">
              <a href="https://help.salesforce.com/s/articleView?id=service.fwm_permission_sets.htm&amp;release=264.0.0&amp;type=5" title="Assign the Workforce Management Analyst, Workforce Management Planner, or Workforce Management Worker permission sets to users of Frontline Workforce Management features.">Frontline Workforce Management User Permission Sets</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d1534e58 ">
              <p>4. Create a custom Lightning Console app Frontline Workforce Management.</p>
              <p>Add some or
                all of these features to the Select Items page: </p>
              <ul>
                <li>Home</li>

                <li>Intelligent Forecasts</li>

                <li>Job Profiles</li>

                <li>Capacity Plans</li>


                <li>Operating Hours</li>

                <li>Resource Absences</li>

                <li>Schedule Manager</li>

                <li>Scheduling Constraints</li>

                <li>Service Resources</li>

                <li>Service Resource Preferences</li>

                <li>Service Territories</li>

                <li>Shift Scheduling Operations</li>

                <li>Shifts and Shift Templates</li>

                <li>Time Sheets</li>

                <li>Workloads</li>

              </ul>
            </td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d1534e61 ">
              <a href="https://help.salesforce.com/s/articleView?id=service.console_lex_create_custom.htm&amp;type=5&amp;language=en_US" target="_blank">Create and Edit a Custom Lightning Console App</a>
            </td>

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

- **[Frontline Workforce Management User Permission Sets](https://help.salesforce.com/s/articleView?id=service.fwm_permission_sets.htm&release=264.0.0&type=5)**  
    Assign the Workforce Management Analyst, Workforce Management Planner, or Workforce Management Worker permission sets to users of Frontline Workforce Management features.

#### See Also

- [Supported Editions for Frontline Workforce Management](https://help.salesforce.com/s/articleView?id=service.fwm_editions.htm&release=264.0.0&type=5 "Learn about the Salesforce user interfaces, editions, and add-ons that support Frontline Workforce Management.")
- [Frontline Workforce Management Limits and Considerations](https://help.salesforce.com/s/articleView?id=service.fwm_limits.htm&release=264.0.0&type=5 "Before setting up Frontline Workforce Management, review these limits and considerations.")
- [Workload Histories and Intelligent Forecasts](https://help.salesforce.com/s/articleView?id=service.fwm_history_and_forecasts_about.htm&release=264.0.0&type=5 "A workload history aggregates all or some of your historical workload volume data. Use a workload history as the foundation for building an intelligent forecast, which predicts future work volume based on your historical trends.")
- [Capacity Plans](https://help.salesforce.com/s/articleView?id=service.fwm_capacity_plan_about.htm&release=264.0.0&type=5 "Use capacity plans to determine the coverage required to meet demand by job profile and time period. Capacity plans estimate the staff required by job profile, show the number of assigned and available staff, and create shifts to meet capacity requirements..")
- [Manage Shifts](https://help.salesforce.com/s/articleView?id=service.fwm_manage_shifts.htm&release=264.0.0&type=5 "Create and manage shifts that drive resource availability for on-site and field work.")