Admin Checklist for Workload and Forecast Setup

Step 1. Set up Frontline Workforce Management.

Set Up Frontline Workforce Management

Step 2. Add the Time Slots related list to the Operating Hours object. Then create operating hours with time slots to represent your operating hours.

Add a Related List to an Object

Create Operating Hours with Time Slots

Step 3. Create service territories. When you create a workload, Frontline Workforce Management uses the selected service territory to set the time zone in the data view. This service territory also determines the time zone used in related forecast and capacity plan data views.

Create a Service Territory

Step 4. If your planners want to create capacity plans from their forecasts, set up your org for capacity planning.

Create a Workload History

Create an Intelligent Forecast

Admin Checklist for Capacity Plan Setup