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          Service Territory Fields for Field Service

          Service Territory Fields for Field Service

          Service territories, service territory members, and service territory locations have these fields. Sometimes fields aren’t visible or editable depending on your page layout and field-level security settings.

          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.

          Service Territory

          Service territories represent regions in which field service work can be performed.

          Field Name Description
          Active Indicates whether the service territory is meant to be used. If a territory is inactive, you can’t add members to it or link it to work orders, work order line items, or service appointments.
          Address

          An address to associate with the territory. For example, you can list the address of the territory’s headquarters. A service territory’s primary members use its address as their home base unless a different address is specified on the member record. If the Field Service managed package is installed, the home base is used to calculate travel for the first and last leg of the day.

          Note
          Note When defining an address, make sure that it’s geocoded. Entering a street address can be a requirement.
          Average Travel Time (in minutes) The average travel time for the service territory in minutes. The value is added to the Work Capacity Usage for each scheduled service appointment in the service territory. The average travel time must include both travel time and the travel time buffer, if defined. See Work Capacity Usage (WCU).
          Description The description of the territory.
          Name The name of the territory.
          Operating Hours The territory’s operating hours, which indicate when service appointments within the territory occur. Service resources who are members of a territory automatically inherit the territory’s operating hours unless different hours are specified on the service territory member record.
          Parent Territory The territory’s parent service territory, if it has one. For example, a Northern California territory can have a State of California territory as its parent.
          Top-Level Territory (Read only) The top-level territory in a hierarchy of service territories. Depending on where a territory lies in the hierarchy, its top-level territory can be the same as its parent.
          Travel Mode The travel mode used for travel time calculations. The travel mode includes information about the type of transportation, such as a car or walking, whether a vehicle can take toll roads, and whether a vehicle is transporting hazardous materials.
          Typical In-Territory Travel Time Estimated number of minutes needed to travel from one location to another within the service territory. You can use this field in Apex customization.

          Service Territory Member

          Service territory members are service resources who are available to work in the service territory.

          Field Name Description
          Address The member’s address. For example, you can list the related service resource’s address in this field.
          End Date The date when the service resource is no longer a member of the territory. If the resource is scheduled to work in the territory for the foreseeable future, leave this field blank. This field is useful for indicating when a temporary relocation ends.
          Member Number (Read only) An auto-generated number identifying the service territory member.
          Operating Hours The member’s operating hours, which are inherited from the service territory.
          Service Resource The service resource assigned to the service territory.
          Service Territory The service territory that the service resource is assigned to.
          Start Date The date when the service resource becomes a member of the service territory.
          Territory Type
          • Primary: Where the resource works most often. For example, near their home base. Service resources can have only one primary territory at a given time.
          • Secondary: Where the resource can be assigned to appointments if needed. Service resources can have multiple secondary territories with overlapping dates.
          • Relocation: Representing a temporary move. Resources with relocation territories are always assigned to appointments within their relocation territories during the specified relocation dates.

          For example, a service resource can have these territories.

          • Primary territory: West Chicago
          • Secondary territories:
            • East Chicago
            • South Chicago
          • Relocation territory: Manhattan, for a 3-month period

          Service Territory Location

          Service territory locations represent locations that belong to a service territory, such as a warehouse located inside a territory.

          Field Name Description
          Location The related location.
          Service Territory The related service territory.
          Service Territory Location Number An auto-generated number identifying the territory location.
           
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