Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Set Up a Service Territory for Advanced Therapy Management

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Life Sciences

Set Up a Service Territory for Advanced Therapy Management

A service territory is a location or region where a work is performed by a service resource. In Advanced Therapy Management, service territories are the locations where a work procedure, such as Cell and Gene Therapy, takes place.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
User Permissions Needed
To create Service Territory records: Create, Read, Edit, Delete on Service Territory records

Set up operating hours to represent the hours in which the service territory is active.

First create a parent service territory for the work procedure organization where the work procedure is performed. Then, create service territories for the locations where work procedure steps such as apheresis, manufacturing, and infusion are performed.

  1. From the App Launcher, find and select Service Territories.
  2. Click New.
  3. Enter a name for the service territory. For example, Goodly Healthification Cell and Gene Therapy Center.
  4. Select the hours during which the service territory is operational.
  5. Select Active.
    A service territory record with name, operating hours, and a checkbox for active.
  6. Click Save & New.
  7. Enter a name for the service territory. For example, Goodly Healthification Apheresis Center.
  8. Select the parent service territory to indicate where the work procedure is performed. Select a parent service territory only if you’re creating service territories for work types.
  9. Select the hours during which the service territory is operational.
  10. Select Active.
  11. Save your changes.

See Also

 
Loading
Salesforce Help | Article