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Guidelines for Managing Service Territories in Salesforce Scheduler
Learn how to manage your service territories.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
- Viewing Service Territories in Salesforce Scheduler
- View service territories on the Service Territories tab. You can also view a service resource’s territories on the Service Territories related list on the resource detail page.
- Creating Service Territories in Salesforce Scheduler
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Create service territories from the Service Territories tab in Salesforce. After you create a territory, you can add members to it via the Service Territory Members related list. Service territory members are resources who work within the territory, and associating them with a territory ensures that they’re assigned to appointments near their home base.
- Assigning Service Territories to Service Resources in Salesforce Scheduler
- You can link a service resource to multiple territories to indicate where they are
available to work. Assign territories to a resource via the Service Territories related
list on the resource detail page, or via the Service Territory Members related list on
the territory detail page.
When you assign a territory to a resource, use the Type field to indicate whether the territory is a primary or secondary territory for the resource.
- The primary territory is typically the territory where the resource works most often—for instance, near their home base. Resources can have only one primary territory.
- Secondary territories are territories where the resource can be assigned to appointments if needed. A resource can have more than one secondary territory.
- Deleting Service Territories in Salesforce Scheduler
- You can’t delete a service territory with service appointments. If you try to delete it, you’re prompted to assign the appointments to a different territory.
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