---
schema_version: "1"
id: 86d5a7664ea90b58b49f1c36f621e5b1f73f3ad91b4acd148ebb2fb88494dc33
title: Admin Checklist for Workload and Forecast Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fwm_configure_intelligent_forecasts_1.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fwm_configure_intelligent_forecasts_1.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 29b8909f92055a6ebab5b27de29996a41ba44ff5163629bbeceea6db0f8d7370
description: Format your data to ensure that your team can create workload and intelligent forecasts.
products:
  - Public Sector
  - Service Cloud
release: "264"
---
# Admin Checklist for Workload and Forecast Setup

Format your data to ensure that your team can create workload and intelligent forecasts.

### 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>

You can use queues or skill groups when you create a workload.

<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="d2086e61">Configuration Step</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d2086e64">Documentation</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d2086e61 ">
              <p style="margin-bottom:0;">Step 1. Set up Frontline Workforce Management.</p>
            </td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d2086e64 ">
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_configure_1.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Frontline Workforce Management</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d2086e61 ">
              <p style="margin-bottom:0;">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.</p>
            </td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d2086e64 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_add_related_list.htm&amp;type=5&amp;language=en_US" target="_blank">Add a Related List to an Object</a></p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_operating_hours.htm&amp;type=5&amp;language=en_US" target="_blank">Create Operating Hours with Time Slots</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d2086e61 ">
              <p style="margin-bottom:0;">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.</p>
            </td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d2086e64 ">
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_service_territory.htm&amp;type=5&amp;language=en_US" target="_blank">Create a Service Territory</a></p>
            </td>

          </tr>

          <tr class="">
            <td data-label="Configuration Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d2086e61 ">
              <p style="margin-bottom:0;">Step 4. If your planners want to create capacity plans from their forecasts, set
                up your org for capacity planning.</p>
            </td>

            <td data-label="Documentation" class="slds-cell-wrap" style="vertical-align:top;" headers="d2086e64 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_create_workload_history_1.htm&amp;type=5&amp;language=en_US" target="_blank">Create a Workload History</a></p>
              <p><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_create_intelligent_forecast.htm&amp;type=5&amp;language=en_US" target="_blank">Create an Intelligent Forecast</a></p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=service.workforce_engagement_configure_capacity_planning_1.htm&amp;type=5&amp;language=en_US" target="_blank">Admin Checklist for Capacity Plan
                  Setup</a></p>
            </td>

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