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Workforce Scheduling for Agentforce Public Sector
Set Up Territory Sharing

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Set Up Territory Sharing

Share scheduling records with every user who works in the same service territory through public groups that Workforce Scheduling manages for you.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To set up territory sharing: Workforce Scheduling Admin

Territory sharing serves the people who see a whole territory's work, not only their own—dispatchers, supervisors, and anyone covering for someone else.

Workforce Scheduling creates and maintains a public group for each territory, so you don't build sharing rules manually, and you don't update them when someone joins or leaves a territory.

  1. From Setup, in the Quick Find box, enter Workforce Scheduling, and then select Sharing.
  2. Click the Territory Management Sharing tab and enable Territory Sharing.
  3. Under What to Share, select the objects to share with users. For example, service appointments and service resources.
  4. Click Save Changes.
 
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