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            Extend Service Territories in Workforce Scheduling

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            Extend Service Territories in Workforce Scheduling

            After creating service territories, extend them with additional functionality such as location services, address picklists, virtual territories, and geocoding. These features improve location accuracy, simplify data entry, and expand how territories are used in scheduling.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            • Enable Maps and Location Services: Display territory locations on a map and let users search for nearby territories by address during scheduling. See Enable Maps and Location Services.
            • Configure State and Country Picklists: Standardize address data entry so users select states and countries from predefined lists instead of typing into text fields. Ensures consistent territory address data and prevents errors when saving flow templates. See Configure State and Country Picklists.
            • Extend Location Search: Let users search for and select appointment locations in scheduling flows by adding trusted URLs for the location search component. See Extend Location Search.
            • Virtual Territories: Create territories without physical addresses for service resources available on virtual channels such as phone and video. Useful when a group of resources takes only virtual appointments and doesn't operate from a single physical location. See Virtual Territories.
            • Data Integration Rules: Automatically geocode territory addresses using the Geocodes for Service Territory Address rule so that location-based scheduling uses accurate latitude and longitude coordinates. Also geocodes service appointments, resource absences, and service territory members. See Data Integration Rules.
             
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