Modeling Availability and Scheduling Across Timezones, May 2022
Agenda for Pt. 1: Availability and Operating Hours Use Cases, May 2022
- Review of Operating Hours and availability use cases
- Appointment windows
- Resource availability
- Customer availability
- Where and how to define
- Work Rules required
- Other considerations (Shifts, Holiday Management, limitations, etc.)
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Agenda for Pt. 2: Scheduling and Modeling Resource Availability Across Timezones, May 2022 (with LIVE demo and Q&A throughout)
- Sample business use case
- Territory and polygons setup
- Dispatch Console configuration and experience
- Review of real-world availability scenarios and sample configurations
- Scheduling experience
LIVE Q&A and demo:
5:20 - polygons and zip codes
14:58 - out-of-the-box "Local Start and End" fields in DC (shows scheduled times in the resource's primary STM timezone) vs. custom "Local Start and End" fields (shows scheduled times in the timezone of the territory on the job, which is the customer's local time)
Show local time in Gantt Chart Tooltip
34:10 - appointment slots
38:06 - how shifts are interpreted for availability
51:53 - what if you don't split a territory into smaller territories by timezone? (the great downside/impact)
Create customer/territory local time fields: http://salesforceenthusiast.com/Pages/appointmenttimes.php