Enabling Time Off Territory rules versus standard TOT validations
Key Takeaway
When "Time Off Territory Rules" are off, fixed standard validations block Time Off Territory (TOT) entries during visits, during non-business hours, and on holidays. To allow a different policy, such as TOT entries that overlap visits, turn on Time Off Territory Rules in Admin Console and configure the rules.
Time Off Territory (TOT) entries record time a rep is away from their territory. The system checks TOT entries against other scheduled activity. By default, Agentforce Life Sciences applies fixed standard validations to these entries. Turning on Time Off Territory Rules replaces those fixed checks with configurable rules. A company can then decide, by profile and TOT type, whether time off can be logged alongside other activities, so scheduling behavior matches company policy instead of one fixed rule.
Standard validations when rules are off
While Time Off Territory Rules are off, standard validations apply with no rule-based configuration. The standard validations don't allow TOT entries in these situations:
- During visits
- During non-business hours
- On holidays
Time Off Territory Rules control how TOT events interact with other activities. They do this by deciding whether a TOT entry can be created alongside those activities. A company whose policy differs from the fixed standard validations needs Time Off Territory Rules turned on, because only then can overlap behavior be configured.