Workforce Engagement Object Reference

When you enable Workforce Engagement, you gain access to a suite of standard Salesforce objects.

Workforce Engagement is scheduled for retirement. See Workforce Engagement Retirement.

The following tables link to reference information for standard objects in Workforce Engagement. Some objects are specific to Workforce Engagement, while others are used in a variety of Salesforce features, such as Field Service and Omni-Channel. These tables don’t include sharing, feed, or history objects.

If you’re using an Omni-Channel queue-based workflow, here’s the objects that Workforce Engagement uses in workload histories and forecasts.

Object NameDefinitionTab in Salesforce?
AgentWorkA work assignment that’s been routed to an agent who’s a queue member. 
GroupA set of user records.Checkmark
QueueSobjectA mapping between a queue Group and the sObject types associated with the queue, including custom objects. 
ServiceChannelA channel used to route work items to agents associated with the queue. 
ServiceResourceAn agent user who’s added to the queue as a queue member.Checkmark
WorkloadA time series of work volumes and average handle times. A Workload record contains the results of workload history aggregation or forecasting. 
WorkloadUnitA number of work items and average handle times within a time interval. 

If you’re not using an Omni-Channel queue-based workflow, you specify one or more of the standard channel objects or a custom object that has your channel data.

Object NameDefinitionTab in Salesforce?
CaseA customer issue or problem.Checkmark
ConversationEntryA message or an event in a chat history. 
LiveChatTranscriptAn interaction in a chat channel.Checkmark (Chat Transcripts)
MessagingSessionA session in a messaging channel. 
ServiceResourceAn agent user who can be assigned to shifts.Checkmark
VoiceCallA call in the voice channel, either for Service Cloud Voice or Sales Dialer. 
WorkloadA time series of work volumes and average handle times. A Workload record contains the results of workload history aggregation or forecasting. 
WorkloadUnitA number of work items and average handle times within a time interval. 
Object NameDefinitionTab in Salesforce?
JobProfileA category that describes the expertise that’s needed for the work.Checkmark
JobProfileQueueGroupA queue and job profile mapping that includes characteristics about the work to be done. This object is used only in a queue-based workflow. 
OperatingHoursHours that you can define for your business and your workers.Checkmark
ServiceChannelThe channel used to route work items to agents. 
ServiceResourceAn agent user and queue member who can receive work assignments.Checkmark
ServiceTerritoryA location in which work is performed.Checkmark
ShiftA record used to schedule service resources.Checkmark
ShiftSegmentA scheduled activity within a shift. 
ShiftSegmentTypeA type of scheduled activity within a shift. 
ShiftTemplateA template used to define commonly used shifts.Checkmark
TimeSlotA period of time on a specified day of the week when work can be performed. 
WorkDemographicDescriptions of channel-region-skill-custom slices in a forecast or capacity plan. 
WorkforceCapacityA time series for actual or forecasted workforce capacity. 
WorkforceCapacityUnitThe number of resources allocated or predicted for work items within a time interval. 
Object NameDefinitionTab in Salesforce?
JobProfileA category that describes the expertise that’s needed for the work.Checkmark
OperatingHoursHours that you can define for your business and your workers.Checkmark
ServiceResourceAn agent user who can be assigned to shifts.Checkmark
ServiceResourcePreferenceAn agent’s scheduling preference that can be considered by the scheduling logic.Checkmark
ServiceTerritoryA location in which work is performed.Checkmark
ServiceTerritoryMemberAn agent who works in the associated territory. 
SchedulingAdherenceDetailA breakdown of shift adherence data by agent status. 
SchedulingAdherenceSummaryShift adherence data for a service resource in a service territory and job profile on a specific date.Checkmark (Historical Adherence)
SchedulingConstraintA limit on when or how work is performed.Checkmark
SchedulingObjectiveA business goal that acts as a guideline for scheduling. 
SchedulingRuleA hard limit that restricts which agents are candidates for shifts. 
ServicePresenceStatusA presence status that can be assigned to a service channel in Omni-Channel. 
ShiftA record used to schedule service resources.Checkmark
ShiftSegmentAn activity that’s scheduled during a shift. 
ShiftSegment TypeA type of activity that’s scheduled during a shift. 
ShiftTemplateA template used to define commonly used shifts.Checkmark
SkillA certification or area of expertise. 
SkillRequirementA skill that is required to complete a particular task. 
TimeSlotA period of time on a specified day of the week when work can be performed. 
UserServicePresenceA user’s real-time presence status in Omni-Channel. 
Object NameDefinitionTab in Salesforce?
SkillLevelDefinitionA skill that can be acquired by taking a learning module. 
SkillLevelProgressTraining progress for a given user. 
PersonTrainingA learning module assignment. 
ResourceAbsenceA time period in which a service resource is unavailable to work.Checkmark
TimeSheetA schedule of a service resource’s time.Checkmark

See Also