Configure Your Business Data

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

Set up user access, work types, and operating hours before you create service territories and service resources. A service territory draws its availability from operating hours, and a service resource is assigned to a service territory.

• Manage User Access
  Assign Workforce Scheduling personas to the users who schedule, dispatch, and perform work.
• Create Work Types in Salesforce Go
  Define the types of work that your team performs, including how long each one takes and which scheduling methods it supports.
• Create Work Types From the Record Page
  Define the types of work that your team performs, including how long each one takes and which scheduling methods it supports.
• Create Operating Hours and Time Slots
  Define when your team is available to work and the time slots customers can schedule.
• Create Service Territories
  Organize your workforce by creating service territories from Salesforce Go.
• Create Service Resources
  Represent the people and assets that perform work as service resources so that you can assign service appointments to them.