# Planner calendar settings and Time Off Territory rules

*Agentforce Life Sciences Consultant Study Guide · Engagement Planning · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant/engagement-planning/planner-calendar-settings-and-time-off-territory-rules*

How to configure the Agentforce Life Sciences planner calendar for HCP and HCO visits: Time Off Territory rules and their handlers, Planner Settings scope and business hours, calendar display and account-list options, routines and general events.

- Certification: Salesforce Agentforce Life Sciences Consultant
- Exam section: Engagement Planning
- Study guide: https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant

**Official exam objective:**

> Given a scenario, set up calendars to help sales teams plan Healthcare Professional (HCP) and Healthcare Organization (HCO) visits with Time Off Territory (TOT) conflicting rules within the system to optimize planning activities.

## What the exam expects

- Predict how Time Off Territory entries are validated with rules turned on or off, and scope rule parameters to a profile or the whole org.
- Name the trigger handlers that enforce time-off conflicts in each direction.
- Configure Planner Settings: scope, business hours per activity type, first day of the work week and event colours.
- Choose calendar display and account-list options, including where mobile behaviour differs from the web.
- Set up routines, routine sharing and general events with employee attendees.

Key terms:
- **Time Off Territory (TOT):** a rep's logged time away from the territory, stored as Territory User Downtime records.
- **TOT rule:** profile-level parameters that decide whether a time-off entry may coexist with other activities.
- **Planner Settings:** the Admin Console page that configures the calendar for the org or one profile.
- **Routine:** a saved, predefined set of visits that users apply for recurring schedules.
- **General event:** a non-visit calendar event, to which users can add employees.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| TOT Rules off | Standard validations block time off during visits, non-business hours and holidays | [TOT Rules](https://help.salesforce.com/s/articleView?id=ind.lsc_time_off_territory_configure_rules.htm&type=5&language=en_US) |
| TOT rule scope | A profile, or Default for all profiles | [TOT Rules](https://help.salesforce.com/s/articleView?id=ind.lsc_time_off_territory_configure_rules.htm&type=5&language=en_US) |
| Unselected TOT type value | Default rule applies | [TOT Rules](https://help.salesforce.com/s/articleView?id=ind.lsc_time_off_territory_configure_rules.htm&type=5&language=en_US) |
| TOT sharing | TUDSharingHandler gives read-only access in the same territory | [Trigger Handlers by Object](https://help.salesforce.com/s/articleView?id=ind.lsc_trigger_handlers_objects.htm&type=5&language=en_US) |
| First Day of Work Week | Defaults to Monday | [Calendar Parameters](https://help.salesforce.com/s/articleView?id=ind.lsc_calendar_parameters_setup.htm&type=5&language=en_US) |
| Blank visit or general event hours | Fall back to Global Business Hours | [Calendar Parameters](https://help.salesforce.com/s/articleView?id=ind.lsc_calendar_parameters_setup.htm&type=5&language=en_US) |
| Search Accounts By Field on mobile | Sorting only | [Calendar Parameters](https://help.salesforce.com/s/articleView?id=ind.lsc_calendar_parameters_setup.htm&type=5&language=en_US) |
| Hourly Slots Viewable on Calendar | 3 to 16; blank disables zoom | [Calendar Parameters](https://help.salesforce.com/s/articleView?id=ind.lsc_calendar_parameters_setup.htm&type=5&language=en_US) |
| Visits per calendar view | Up to 300 | [Calendar Parameters](https://help.salesforce.com/s/articleView?id=ind.lsc_calendar_parameters_setup.htm&type=5&language=en_US) |
| Routine sharing | Subordinate territories only | [Calendar Parameters](https://help.salesforce.com/s/articleView?id=ind.lsc_calendar_parameters_setup.htm&type=5&language=en_US) |

## Check yourself

- How many fields from the Day View field set appear on a Day view visit tile?
- Why must business hours exist in Setup before you configure Planner Settings?
- Which handler stops a time-off entry being saved on a holiday?
- When can users build a routine that spans several days?

## Sources

- [Configure Calendar Parameters](https://help.salesforce.com/s/articleView?id=ind.lsc_calendar_parameters_setup.htm&type=5&language=en_US)
- [Configure Time Off Territory Rules](https://help.salesforce.com/s/articleView?id=ind.lsc_time_off_territory_configure_rules.htm&type=5&language=en_US)
- [Get Your Org Ready for Time Off Territory](https://help.salesforce.com/s/articleView?id=ind.lsc_time_off_territory_get_your_org_ready.htm&type=5&language=en_US)
- [Time Off Territory](https://help.salesforce.com/s/articleView?id=ind.lsc_time_off_territory_setup.htm&type=5&language=en_US)
- [Trigger Handlers by Object](https://help.salesforce.com/s/articleView?id=ind.lsc_trigger_handlers_objects.htm&type=5&language=en_US)
- [Configure Working Days Calculation for Activity Plans](https://help.salesforce.com/s/articleView?id=ind.lsc_time_off_territory_configure_working_days_calculation_for_activity_plans.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the Agentforce Life Sciences Consultant pack (USD $19): https://www.certifyforce.com/practice-exams