Assign Regular Shifts to Actual Resources

Service resources can set up and update their frequently changing work hours by using shifts. Service resources can set up shifts for different work hours for the same service territory, for hours beyond the service territory’s operating hours, and even for multiple service territories. Shifts can also be used to assign service resources for periods that follow a flexible pattern. For example, different working hours at the same service territory or availability of the same service resource at different service territories.

  1. Create and assign regular shifts to the actual resources and your service territory.

    For more information, see Create Shifts in Salesforce Scheduler.

Now filter the resources available for appointment reassignment based on the shifts defined in the scheduling policy.

Introduction to Salesforce Scheduler
Set Up Salesforce Scheduler
Salesforce Scheduler Data Model Overview
Salesforce Scheduler Standard Objects
Salesforce Scheduler Custom Objects
Salesforce Scheduler Platform Events
Salesforce Scheduler Metadata API Types
Authenticate Salesforce Scheduler APIs
Translate SOQL Query Results
Salesforce Scheduler Business APIs
Salesforce Scheduler Apex Classes
Build Custom Appointment Booking Experiences Using Salesforce Scheduler APIs
Schedule an Anonymous Appointment
Schedule Anonymous Appointments with Appointment Distribution
Schedule Appointments by Selecting Location First
Modify an Anonymous Appointment
Create a Single-Resource Appointment
Modify a Service Appointment
Create a Multi-Resource Appointment
Modify a Multi-Resource Service Appointment
Create a Concurrent Appointment
Schedule Appointments by Using Sharing Availability
Schedule Appointments with a Dummy Resource and Reassign to Actual Resources
Set Up Salesforce Scheduler
Create Service Territories
Create Service Resources
Enable Concurrent Scheduling
Assign Concurrent Operating Hours to the Dummy Resource
Configure Scheduling Policy to Enforce Operating Hours
Assign Regular Shifts to Actual Resources
Configure Scheduling Policy to Enforce Shifts
Book Concurrent Appointments with Dummy Resource
Modify Appointments to Reassign to Actual Resources
Integrate Salesforce Scheduler with External Calendars
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