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Manage Appointments with Salesforce Scheduler
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            Set Up Service Territories in Salesforce Scheduler

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            Set Up Service Territories in Salesforce Scheduler

            Create and configure service territories to organize your service resources and ensure that they’re assigned to appointments near their home branch.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions
            1. Enable Maps and Location Services in Salesforce Scheduler
              Salesforce Scheduler uses maps and location services to search for appointment locations (service territories).
            2. Configure State and Country Picklists
              Set up state and country picklists to let users select states and countries from a predefined, standardized list instead of entering state and country data into text fields.
            3. Extend Location Search
              Enable location search to let users search for and select appointment locations when scheduling appointments.
            4. Create Service Territories in Salesforce Scheduler
              Create service territories to organize your service resources and ensure that the service resources are assigned to appointments near their home branch.
            5. Virtual Territories
              Admins and territory managers can create virtual territories to give customers and service resources the flexibility to take appointments from anywhere. A virtual territory is a service territory that is created without an address for a group of service resources that are available for appointments on virtual channels, such as phone and video.
            6. Data Integration Rules for Salesforce Scheduler
              See how Salesforce Scheduler uses data integration rules to populate and update geolocation data.
            7. Assign Service Resources to Service Territories in Salesforce Scheduler
              Assign service resources to service territories to ensure that appointment attendees are associated with the correct locations. Service resources assigned to a service territory are referred to as service territory members.
            8. Assign Service Territories to Work Types in Salesforce Scheduler
              Map each service territory (location) to a work type (appointment template).
            9. Guidelines for Managing Service Territories in Salesforce Scheduler
              Learn how to manage your service territories.

            See Also

             
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