Team Settings

These settings control the default permission level for roles accessing the Manage Team and Team Schedule Management pages.

Field	Description	Default
Email Template	Specifies the Template Unique Name of the email template to use for team schedule notifications. Any email template specified automatically includes the team schedule time slot names, start times, and end times. Note: The team schedule notifications are sent to team members using the email address specified in each user's Salesforce user record.	Null
Email Template (Schedule)	Specifies the Template Unique Name of the email template to use for team shift swap notifications. If no template is defined, a system-generated email template for notifications is used that includes the team name, shift day and date, previously assigned team member, new team member, start and end times, work hours, team time zone, user initiating the swap, and date and time of the swap. Note: You can override the template at a team level with the Custom Template Name (Schedule) field on the Team object. For more information, see Team Fields.	Null
Email Template (Swap)	Specifies the Template Unique Name of the email template to use for team schedule shift swap notifications. If no template is defined, a system-generated email template for notifications is used that includes the team schedule time slot names, start times, and end times. Note: You can override the template at a team level with the Custom Template Name (Swap) field on the Team object. For more information, see Team Fields.	Null
Enable Send Notifications	If selected, the Team Schedule Notifications feature is enabled on the Team Schedule Planner page.	true
Enable Lock Schedule	If selected, a Lock Schedule toggle button is visible on the Team Schedule Planner page. Select this button to lock a weekly schedule from being edited.	false
Fill Schedule Tooltip	The API name of a field set used to display a custom tooltip for the Fill Schedule tab in the Team Schedule Planner.	Null
Team Member Permission Level	Defines the default Team Member permission level for roles accessing the Manage Team and Team Schedule Management pages. Valid values are integers where 0 is None (no access), 1 is Read, and 2 is Edit. If not defined, the default is 1 (Read).	1

Field

Description

Default

Email Template

Specifies the Template Unique Name of the email template to use for team schedule notifications. Any email template specified automatically includes the team schedule time slot names, start times, and end times.

Note: The team schedule notifications are sent to team members using the email address specified in each user's Salesforce user record.

Null

Email Template (Schedule)

Specifies the Template Unique Name of the email template to use for team shift swap notifications. If no template is defined, a system-generated email template for notifications is used that includes the team name, shift day and date, previously assigned team member, new team member, start and end times, work hours, team time zone, user initiating the swap, and date and time of the swap.

Note:

You can override the template at a team level with the Custom Template Name (Schedule) field on the Team object. For more information, see Team Fields.

Null

Email Template (Swap)

Specifies the Template Unique Name of the email template to use for team schedule shift swap notifications. If no template is defined, a system-generated email template for notifications is used that includes the team schedule time slot names, start times, and end times.

Note:

You can override the template at a team level with the Custom Template Name (Swap) field on the Team object. For more information, see Team Fields.

Null

Enable Send Notifications

If selected, the Team Schedule Notifications feature is enabled on the Team Schedule Planner page.

true

Enable Lock Schedule

If selected, a Lock Schedule toggle button is visible on the Team Schedule Planner page. Select this button to lock a weekly schedule from being edited.

false

Fill Schedule Tooltip

The API name of a field set used to display a custom tooltip for the Fill Schedule tab in the Team Schedule Planner.

Null

Team Member Permission Level

Defines the default Team Member permission level for roles accessing the Manage Team and Team Schedule Management pages. Valid values are integers where 0 is None (no access), 1 is Read, and 2 is Edit. If not defined, the default is 1 (Read).

Related Concepts

Shift Management

About the Team Schedule Planner

About Team Management

Configuring Shift Management

About Team Permission Controls

About Teams

Viewing Team Schedule Assignments in Planners

Changing a Team Schedule

Copying a Team Schedule

Creating a Team Schedule

Staffing a Team Schedule