SLAs are configured per app. The SLA clock starts when a record is created and stops when the record is closed.
Set Up an SLA
- Open your app and select SLAs in the left navigation.
- Click + SLA.
- Enter a Title and Description.
- Check the stages the SLA applies to.
- Click Save.
Add Targets to an SLA
After creating an SLA, select it from the Service Level Agreements page and click + Target to define the resolution requirements.You can also edit or delete an SLA by selecting it from the Service Level Agreements page.
Target Fields
Target Title A descriptive name for the target (e.g., “24-Hour Resolution - Business Hours”). Target Conditions Filter which records the target applies to. The SLA will no longer evaluate a record once it is closed. Acceptable Time to Resolve The maximum amount of time allowed to resolve a record and meet the SLA. This is measured from the moment the record is initially created. Set the number and unit (minutes, hours, or days). Scheduling Configure when the SLA clock counts time:- Time Zone — Defaults to your organization’s time zone.
- Working Days — Choose from Monday–Friday (default), 7 Days/Week, or Custom to select specific days.
- Working Hours — Set the start and end times for the business day (e.g., 8:00 AM to 5:00 PM).
- Alert Title — A label for the alert notification.
- Number and Increment — How far in advance or after the deadline the alert fires (e.g., 24 hours).
- Before/After — Whether the alert triggers before or after the deadline.
Related Features
- Automations — Trigger actions based on SLA status changes
- Assignment Rules — Route records to the right team members automatically
- Approval Processes — Add review and sign-off steps to your workflows