---
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title: Considerations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/wfs_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.wfs_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ff0a10b693be0f3c2ae28116567f85bc5b42f09202f5255df24e819182144962
description: Review the considerations, supported scheduling methods, and appointment types that shape what you can schedule in Workforce Scheduling.
products:
  - Public Sector
  - Service Cloud
release: "264"
---
# Considerations

Review the considerations, supported scheduling methods, and appointment types that shape what you can schedule in Workforce Scheduling.

### 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;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

## Considerations

- Changes made through the SObject API or a record page bypass scheduling logic. To keep schedules consistent, use the scheduling flows.
- Salesforce Shield tracks changes to the primary entity, not to related entities.
- Automatic scheduling and optimization apply to field appointments only.
- Lunch breaks are added automatically for field resources. For on-site resources, record breaks manually as absences.
- Avoid overlapping field and on-site shifts or operating hours for the same resource.
- Travel time is calculated from a resource's home base to the first appointment and from the last appointment back to the home base.
- Service Schedule Requests (SSR) are read-only for users. Therefore, you can't create or edit them. Only the Cloud Integration user can create SSR records.

## Supported scheduling methods

  
| Method | Description | Examples |
| --- | --- | --- |
| On-site | Appointments take place at your office, agency, or facility. | Reviews, hearings, orientation sessions, board meetings. |
| Field | Appointments take place at the customer's location. | Inspections, home health appointments. |

## Supported appointment types

 
| Type | Description |
| --- | --- |
| Regular | A one-on-one appointment that a customer or your team books in advance. |