Get Started with Workforce Scheduling

Learn the core concepts, data model, roles, editions, and limits that define your Workforce Scheduling implementation.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions

Get to know the capabilities, appointment types, roles, and constraints that shape your Workforce Scheduling implementation.

  • Key Concepts
    Learn the scheduling methods, records, and classification model that Workforce Scheduling uses to run on-site and field work on one platform.
  • Editions and Licensing
    Learn about the Salesforce user interfaces, editions, and add-ons that support Workforce Scheduling.
  • Considerations
    Review the considerations, supported scheduling methods, and appointment types that shape what you can schedule in Workforce Scheduling.