Create a Shift Template once for each standard shift type, then reuse it when generating shifts or building Shift Patterns. Set up your service territories and operating hours first so the time defaults are correct.
- Open the Shift Templates list
From the App Launcher, search for Shift Templates and open the tab. Click New to start a fresh template record.
- Name the template and set the window
Give the template a clear name like Day Shift 8-4. Enter the Start Time and End Time that define the working window for this shift type.
- Add work and location context
Set the Job Profile to describe the kind of work, and choose a Service Territory so the shift inherits that region and its operating hours.
- Set display and slot options
Pick a Background Color so the shift type is easy to spot in schedule views, and set Time Slot Type to Normal if these shifts feed Salesforce Scheduler.
- Save and use it
Save the template. Generate a single shift with New from Template on the Shifts list, or reference the template from a Shift Pattern to bulk-create recurring shifts.
The label for the template, used when you pick it during shift creation or in a Shift Pattern Entry.
The time the shift begins. Defaults to the territory operating hours when a territory with hours is selected.
The time the shift ends. Falls back to 12 AM if there is no service territory or the territory has no operating hours.
The region the shift belongs to. Drives the default times and scopes which resources can be assigned.
- Editing a template does not change shifts you already generated. Existing Shift records are independent, so fix or regenerate them separately.
- If the chosen service territory has no operating hours, start and end times default to 12 AM to 12 AM rather than a real working window.
- Salesforce Scheduler only applies shifts whose Time Slot Type is Normal. Leaving it as None means the shift is ignored for booking.