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            Publish Alignments to Field Service

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            Publish Alignments to Field Service

            Design and update map-based service territories for Field Service using Territory Planning. Service operations publish those territories in the form of alignments as service territory polygons.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled
            User Permissions Needed
            To publish alignments:

            Sales Planning Ops Analyst permission set

            AND

            Query for Datapipelines User for Sales Planning permission set

            AND

            SF Maps Territory Planning for Sales Planning permission set
            1. From the map, click Publish.
              Publish option
            2. Select Field Service, and click Next.
              Publish to field servive
            3. Select the scope of what to publish.
              Publish to fsl options
              For Example, to Publish... Select...
              An entire alignment when you roll out a new plan Alignment
              Your current focus when you change one area and want to publish those changes Focus
            4. Select the level to publish. Children of the selected level are published along with the level. For example, your hierarchy is Region | District | Territory. When you publish a district, you also publish its territories.
            5. Select which operating hours from Field Service to use for the new territories. Or add new operating hours.
            6. Select whether to publish as new service territories or overwrite matching service territories.
            7. Click Publish.
             
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