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            Set Up Service Territories in Automotive Cloud

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            Set Up Service Territories in Automotive Cloud

            A service territory represents a dealer’s location where the service resources work. For example, create a parent territory named California, and three child territories named Northern California Neo Showroom, Central California Neo Showroom, and Southern California Neo Showroom. You can then organize your workforce by assigning resources to each territory to indicate who is available to work in that dealer location. You can also associate asset-type service resources such as the showroom cars used for test drives to a territory. Also associate work types with a service territory to standardize the types of jobs performed at that location. For example, add the General Vehicle Checkup work type to the Southern California Neo Showroom territory.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create a service territory: Create access on Service Territory
            1. To create a service territory, follow these steps:
              1. In the Salesforce Scheduler Setup app, on the Service Territories tab, click New.
              2. Enter a name for your territory, such as New York.
              3. Enter a description.
              4. To add members to the territory or associate it with appointments, select Active.
              5. Enter an address. This address is used in the location search in the appointment flow.
              6. If your territory is part of a larger territory, select a parent territory if necessary.
              7. For Operating Hours, select active operating hours for this territory.
              8. Click Save.
            2. To assign service resources to the service territory, follow these steps:
              1. Go to the Related tab of a service territory.
              2. Click New on the Service Territory Members related list and add one resource at a time, or click Assign Service Resources and add multiple resources.
              3. Click the plus icon beside all relevant resources and click Next.
                If you want to schedule test drives for this territory, select both Asset and Technician type of service resources.
              4. For each of the service resources that you selected, select a territory type. The default is primary.
              5. Optionally, set start and end dates for any or all of the specified service resources.
              6. Click Save.
            3. To assign work types to the service territory, follow these steps:
              1. Go to the Related tab of a service territory.
              2. Click New on the Service Territory Work Types related list and link an existing work type with the territory.
              3. Click Save.
            4. To edit operating hours and holidays associated with the territory, follow these steps:
              1. On the Operating Hours card on the service territory record page, click Edit.
              2. Edit the name or time zone of the related operating hours record.
              3. Edit the day, start time, or end time in the Set Service Appointment Windows section.
              4. Click Add Row if you want to add another day and time slot.
              5. Click Save.
              6. On the Operating Hours card on the service territory record page, click New for Upcoming Holidays.
              7. Search for and select a holiday.
              8. Click Save.
              9. If you want to view the complete list of holidays (upcoming and elapsed), click View All.
              10. Click Save.
             
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