Salesforce Contact Center Exam Prep 2025 – Complete Practice Test

The persona focused on achieving business goals in shift scheduling is the planner. Planners are responsible for creating and managing workforce schedules to ensure that the right number of agents with the appropriate skills are available at the right times to meet customer demand and service level agreements. Their primary goal is to optimize resources and enhance operational efficiency, which directly impacts the overall performance of the contact center and its ability to meet business objectives.

This role involves analyzing data such as call volume forecasts, service levels, and agent performance to create schedules that align with strategic business initiatives. By effectively aligning workforce management with business goals, planners contribute to improved customer satisfaction, reduced operational costs, and enhanced productivity.

Other roles, such as agents, contact center managers, and customer service representatives, have important responsibilities but are more focused on day-to-day operations, team performance, or direct customer interaction rather than the strategic oversight needed for aligning shift schedules with broader business aims.