Shift Management for Work.com Object Reference

To get started with Shift Management, see Shift Management in Salesforce Help. The relationships between objects used by Shift Management are described in the following diagram:

Standard Objects Used by Shift Management

Employee

Represents an employee within a company or organization. When you import employee data to Shift Management, we create a Service Resource record from the Employee records.

Location

Location is used by Work.com to represent a physical organization location. Shift Management uses location data in your org to populate Service Territories.

ServiceTerritoryMember

Links a service resource (employee) to the service territory (location) so that they can be assigned to service appointments within the territory location.

UserTerritory

Links a shift planner or workplace manager to a service territory (location). With custom permission sets, gives access to view and manage the service territories.

Standard Objects with Custom Fields Used by Shift Management

ServiceAppointment

Represents available shifts for a workplace and confirmed shifts for service resources. Service appointments are linked to planned occupancy and, when confirmed, to a service resource (a person).

ServiceResource

Represents a user who can accept shifts. Data is imported from employee records to create User and Service Resource records. Service Resources are linked to Service Territories through their Service Territory Membership.

ServiceTerritory

Represents the locations and spaces associated with your workplace. Work.com adds new custom fields to the standard ServiceTerritory object.

Shift

Represents a shift for service resource scheduling. Shift is a Salesforce standard object that represents an employee’s availability based on their preferences and constraints. Shifts are created for the service resources (employees) included in a facility plan when the planner sends a request for availability.

WorkOrder

Represents field service work to be performed for a customer. Work.com adds new custom fields to the WorkOrder object. The custom field associated with Shift Manager contains information about the facility plan for that shift.

Custom Objects Used by Shift Management

wkfsl__Facility_Plan__c

Represents the facility plan to help you manage your sites and buildings. This object has information such as maximum occupancy, arrival window start and end times, and arrival interval information for a location. This object is installed as a part of the Shift Management managed package.

wkfsl__PlanningPeriod__c

This object has been deprecated in Shift Management managed package version 3.0. Use the wkfsl__Facility_Plan__c object to manage requests for employee availability and set a response due date in version 3.0 and later.

wkfsl__Shift_Management_Metric__c

Stores metrics that summarize shift data such as available employees and planned occupancy. Each record stores calculated shift data associated with a location and scoped to the current day. This object is installed as a part of the Shift Management managed package.

wkfsl__ShiftAcceptNotification__c

Represents a helper object to ensure that employees don’t receive more than one mobile app notification when they are assigned a service appointment. This object is installed as a part of the Shift Management managed package.

wkfsl__Territory_Parent_Update_Evt__e

This event is triggered when the parent territory field on the service territory is updated. When service territories are copied from location records during setup, the event triggers to link a territory to its parent territory.