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            Create Appointment Bundle Policy Service Territories

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            Create Appointment Bundle Policy Service Territories

            Define one service territory for each bundle policy. Only service appointments in the defined service territory can be added to the bundle. For automatic bundling, you need at least one Appointment Bundle Policy Service Territory. For manual bundling, Appointment Bundle Policy Service Territories are optional.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create items: Customize Application
            Note
            Note Although you can define more than one service territory for a bundle policy, it isn’t recommended. If you do define more than one service territory for a bundle policy, make sure that the enhanced scheduling and optimization setting for all the service territories matches. If this setting is enabled in one service territory and disabled in another, the bundles created with the bundle policy can’t be updated. See Appointment Bundling Limitations.
            1. In the Appointment Bundle Policy, go to the Related tab.
            2. In the Appointment Bundle Policy Service Territories panel, click New.
            3. Give the policy a unique name.
            4. Select the service territory for the bundle policy.
              Note
              Note You can bundle together only service appointments with the same service territory in the same time zone. See Appointment Bundling Limitations.
            5. Save your changes.
             
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