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            Create a Service Territory in Salesforce Go

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            Create a Service Territory in Salesforce Go

            A service territory defines where your service resources operate and where appointments can be scheduled. A territory can represent a geography, a line of business, or both. Use the guided setup in Salesforce Go to create a territory, assign operating hours, and associate work types.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To create a service territory: Workforce Scheduling Manager

            For example, a geographic territory can be a city, zip code, or address, while a line-of-business territory can be a service category like HVAC or plumbing.

            1. From Setup, click Salesforce Go.
            2. Search for Scheduling.
            3. In the search results, under Initial Setup, click View Details next to Workforce Scheduling Initial Setup.
            4. Under Set Up Scheduling, find Create a Service Territory, and then click Manage.
            5. In the Create Service Territories dialog, click New Territory.
            6. Enter the required information.
              1. Name: A unique name for the service territory.
              2. Description: A brief description of the territory's purpose or location.
              3. Parent Territory: (Optional) Select a parent territory if this territory is part of a hierarchy.
              4. Active: Makes the territory available for scheduling. Selected by default.
            7. In the Address section, enter the territory's location.

              The address represents the general location where resources leave from and return to at the start and end of the workday.

              1. Address: The street address of the territory.
              2. City: The city where the territory is located.
              3. State/Province: The state or province.
              4. Zip/Postal Code: The postal code for the territory.
              5. Country: The country where the territory is located.
            8. In the Operating Hours section, choose how to assign operating hours.
              • To assign existing operating hours, select Use existing hours, and then select an operating hours record from Operating Hours.
              • To create new operating hours inline, select Define new hours, and then complete these fields: Name, Time Zone (defaults to Pacific Standard Time), Day of Week (Monday through Friday by default), Start Time (defaults to 9:00 AM), and End Time (defaults to 5:00 PM). To add more days, click Add Day. To remove a day, click Delete day next to the row.
            9. In the Work Types section, search for and select one or more work types to associate with this territory.

              Work types define the kinds of appointments that can be scheduled in this territory.

            10. Click Save to save the territory and continue creating territories, or click Save & Close to save and return to the setup page.
             
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