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            Enable Map Polygons in Field Service

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            Enable Map Polygons in Field Service

            Set up and configure map polygons so you can draw your own territories directly on the map.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To configure the Field Service managed package: Customize Application

            Package icon This is a Field Service managed package feature.

            1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets under Users.
            2. Click Field Service Dispatcher Permissions.
            3. In the Apps section, click Custom Permissions.
            4. Click Edit.
            5. Add the following available custom permissions to the enabled custom permissions.
              • FSL.Polygons - create\update
              • FSL.Polygons - view
            6. Click Save.
              Note
              Note To give access to a selection of your users, create custom permission sets and assign these permissions to those users.
            7. Create a tab for the Map Polygon custom object.
            8. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
            9. Click Service Appointment Workflow | Creation.
            10. Select Use polygons to assign service territories.
            11. Set the territory classification policy to Highest.
              When there are parent-child relationships between service territories (for example, San Francisco and California), the service appointment is assigned to the highest territory in the hierarchy (California). Select Lower if you want appointments to be assigned to the lowest territory (San Francisco). Service appointments are never assigned to middle-tier territories.

            If you selected Use polygons to assign service territories and you also selected Delay Auto-Scheduling until Appointments are Geocoded under Field Service Settings | Scheduling | General Logic, the territory classification starts only after the data integration rule for service appointments updates the geolocation information.

            See Also

             
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