--- schema_version: "1" id: 0675aab1888f0c3611140aa0b5ecdca7633661e20af3b7f71fa73f469a792e76 title: Manage Workforce Scheduling Visits collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/wfs_schedule_manage_visits.md canonical_url: https://help.salesforce.com/s/articleView?id=service.wfs_schedule_manage_visits.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4edef78ef3ad6be3a5683b32f340f8cdedcf54d92d31a504ae0b3828b66d4e02 description: A Visit represents field work performed for a customer or constituent at their location or another external site. Create and manage Visits to schedule industry-specific field work, for example, child welfare wellness checks, housing inspections, and benefits eligibility verifications. products: - Public Sector - Service Cloud release: "264" --- # Manage Workforce Scheduling Visits A Visit represents field work performed for a customer or constituent at their location or another external site. Create and manage Visits to schedule industry-specific field work, for example, child welfare wellness checks, housing inspections, and benefits eligibility verifications. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
A Visit is the record that you see and act on. Workforce Scheduling creates a background Service Appointment and its parent Work Order for each Visit — the scheduling engine acts on those underlying records. The Operations Console, list views, and Gantt tiles show the Visit, not the underlying Service Appointment. Visits use the same scheduling policies, work rules, and service objectives as other Workforce Scheduling records. A Visit inherits its scheduled time, resource, and location from its underlying Service Appointment. When you schedule or reschedule a Visit, the scheduling engine runs against the Service Appointment and syncs the result back up to the Visit. Not all field work needs a Visit. Repair, maintenance, and installation work that centers on an asset rather than a person uses a Service Appointment and parent Work Order directly. - **[What Are Workforce Scheduling Visits](https://help.salesforce.com/s/articleView?id=service.wfs_manage_visits_what.htm&release=264.0.0&type=5)** A Visit is a record that represents field work performed at a constituent or customer location or another external site. Workforce Scheduling creates a background Service Appointment and Work Order for each Visit — the scheduling engine acts on those underlying records, which syncs automatically with the Visit. - **[Working with Workforce Scheduling Visits](https://help.salesforce.com/s/articleView?id=service.wfs_manage_visits_work_with.htm&release=264.0.0&type=5)** Create a Visit when a constituent or customer needs field work performed at their location or another external site. Workforce Scheduling actions schedule Visits through their underlying Service Appointments according to the scheduling policy. The scheduling policy combines work rules and service objectives to determine eligible resources and time slots. You can reschedule, cancel, or unschedule a Visit. - **[How Workforce Scheduling Visits Map to Service Appointments](https://help.salesforce.com/s/articleView?id=service.wfs_manage_visits_mapping.htm&release=264.0.0&type=5)** Every Visit in Workforce Scheduling has an underlying Service Appointment and Work Order that the scheduling engine reads and writes. When you create a Visit, Workforce Scheduling creates these underlying records automatically. Users see and act on the Visit; the scheduling engine acts on the Service Appointment. Visit fields are mapped to Service Appointment fields so that these records stay in sync. - **[Workforce Scheduling Visit Data Mapping](https://help.salesforce.com/s/articleView?id=service.wfs_aps_visit_service_appointment_mapping.htm&release=264.0.0&type=5)** Workforce Scheduling maps each field visit, such as an inspection, investigation, or a home visit to a service appointment so it can schedule, assign, and dispatch resources for visits. #### See Also - [Create and Manage Scheduling Policies in Workforce Scheduling](https://help.salesforce.com/s/articleView?id=service.wfs_policies_manage.htm&release=264.0.0&type=5 "Scheduling policies combine work rules and service objectives to control which resources and time slots Workforce Scheduling assigns to each appointment. Work rules decide who’s eligible, and service objectives decide who’s the best fit. During scheduling and optimization, the engine applies these criteria against factors like resource skills, travel time, and urgency to make sure the right person is assigned to the right job efficiently.") - [What Are Workforce Scheduling Visits](https://help.salesforce.com/s/articleView?id=service.wfs_manage_visits_what.htm&release=264.0.0&type=5 "A Visit is a record that represents field work performed at a constituent or customer location or another external site. Workforce Scheduling creates a background Service Appointment and Work Order for each Visit — the scheduling engine acts on those underlying records, which syncs automatically with the Visit.") - [Working with Workforce Scheduling Visits](https://help.salesforce.com/s/articleView?id=service.wfs_manage_visits_work_with.htm&release=264.0.0&type=5 "Create a Visit when a constituent or customer needs field work performed at their location or another external site. Workforce Scheduling actions schedule Visits through their underlying Service Appointments according to the scheduling policy. The scheduling policy combines work rules and service objectives to determine eligible resources and time slots. You can reschedule, cancel, or unschedule a Visit.") - [How Workforce Scheduling Visits Map to Service Appointments](https://help.salesforce.com/s/articleView?id=service.wfs_manage_visits_mapping.htm&release=264.0.0&type=5 "Every Visit in Workforce Scheduling has an underlying Service Appointment and Work Order that the scheduling engine reads and writes. When you create a Visit, Workforce Scheduling creates these underlying records automatically. Users see and act on the Visit; the scheduling engine acts on the Service Appointment. Visit fields are mapped to Service Appointment fields so that these records stay in sync.") - [Schedule, Reschedule and Unschedule Appointments](https://help.salesforce.com/s/articleView?id=service.wfs_schedule_reshedule_unschedule.htm&release=264.0.0&type=5 "Workforce Scheduling offers multiple ways to assign, adjust, and remove appointments from the Operations Console, record pages, and scheduling flows.") - [Service Appointments, Visits, and Interactions in Workforce Scheduling](https://help.salesforce.com/s/articleView?id=service.wfs_manage_sa_visits_interactions.htm&release=264.0.0&type=5 "Workforce Scheduling schedules work as Service Appointment, Visit, or Interaction records (objects). The record type reflects the type of work and where it happens. It determines which record you interact with directly.")