Slaesforce FAQ

how to edit number of shifts salesforce

by Adrianna Pacocha Published 2 years ago Updated 2 years ago
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In the App Launcher, find and select Shifts. In either the schedule or table view, click Mass Shift Update. Select Assign Shifts.

Full Answer

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Create Shift Templates to Create Shifts Faster

Shift templates automatically fill in the important information for the shift like the start and end times and the job profile and status. This enables shift schedulers to be more efficient.

Assign the Right Agents to the Right Shift

The Mass Update tool looks at Ursa Major Solar’s scheduling rules and scheduling objectives to determine who is appropriate for the shift. Then it assigns all the shifts to agents who meet the criteria. Let’s look at how Rachel uses Mass Shift Update.

Compare Shift Requirements Against Scheduled Shifts

Rachel returns to her Omni-Channel plan and refreshes it. The plan still shows the required number of shifts in the black line. But now there are two more important data points. The light blue bar represents available shifts, both assigned and unassigned. The dark blue bar represents assigned shifts only.

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