Locations are places, like warehouses, customer sites, or work vehicles, where inventory
is stored for a field service operation. Create locations so you can track the items stored there
and restock when necessary.
Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning
Experience
The Field Service core features, managed package, and mobile app are available in
Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create locations:
Create on locations
To view associated locations:
Read on accounts
To create, update, or delete associated locations:
Edit on accounts
To view addresses:
Read on locations
To create, update, or delete addresses:
Edit on locations
From the Locations tab, click New.
Enter a location name.
Select a location type:
Warehouse (default)
Site
Van
Plant
If inventory is stored at the location, select Inventory Location.
This allows you to you associate the location with items in your inventory, known as product
items.
If the location can be moved, like a van or tool box, select Mobile
Location.
In the Addresses related list, create addresses for the location. The available types of
addresses are Mailing, Shipping, Billing, and Home.
In the Files related list, attach files like blueprints, photographs, or registration
information.
In the Service Territory Locations related list, create records to indicate which service
territories the location belongs to. Service territory locations are warehouses, customer
sites, or vehicles that are located or operate in the service territory.
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