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Select a New Default Context Definition for Workforce Scheduling

Workforce Scheduling provides an out-of-the-box context definition for its scheduling use cases. If you extend this context definition for your business context, use Salesforce Go to update the default context definition for Workforce Scheduling.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To update the default context definition: Workforce Scheduling Admin

Before you begin, configure and activate your extended context definition. To activate the definition, it must have a default mapping.

  1. In Salesforce Go, search for Object Mapping. On the Object Mapping for Workforce Scheduling card, click Manage.
  2. Next to Map Object Data with Service Appointments, click Manage.
  3. In the Context Definition field, replace the current value with the name of your extended context definition, select the matching result, and click Save.