Resource and Shift Scheduling for Any Salesforce Object

Schedule work where your Salesforce data already lives

• Scheduler view: resources as rows, time as columns. Drag work between people or assets.
• Any object you configure: Users, Contacts, custom Crew or Asset objects, Service records, and more can act as the resource or the event—works on objects you set up in Salesforce, without needing a separate field-service product.
• Flexible time scales: day, week, and month views for shifts or multi-day jobs (confirm the exact scales available in your org version with setup help if needed).
• Records stay in Salesforce, so reports, flows, and sharing still apply.
• Same records, more views: open the same data in Gantt, Kanban, Grid, and Matrix.

Start with Planner Type and Component Height in the guide, then see link-field guidance in Tips.