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Workforce Scheduling for Agentforce Public Sector
Assign a Travel Mode to a Service Territory or Service Territory Member in Workforce Scheduling

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Assign a Travel Mode to a Service Territory or Service Territory Member in Workforce Scheduling

Assign a travel mode to a service territory or service territory member so that the engine can consider the resource’s routing and travel preferences. Routing requests are based on the travel mode selected at the service territory level unless specified otherwise at the resource level. In this case, the resource territory membership setting overrides the territory-level setting. Only primary territory members can have a travel mode assigned to them. The primary service territory member’s assigned travel mode determines the travel mode for all service appointments for that resource, regardless of the service territory of the appointment. Travel modes are relevant to field work only.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To configure Workforce Scheduling travel modes: Workforce Scheduling Admin
To view travel modes: Read on travel modes
To create, update, or delete travel modes: Edit on travel modes
To assign a travel mode to a service territory or service territory member: Edit on service territory and/or service territory member

For example, assign the Walking travel mode to a downtown service territory where workers navigate on foot between appointments. Service resources assigned to that territory use walking travel calculations for their routes.

Travel mode can’t be assigned to a secondary service territory member. All Limits and Limitations for Scheduling and Optimization apply to travel modes.

  1. From the Service Territories tab, click a service territory, and then edit the Travel Mode field.
  2. Select a travel mode, and then save your changes.
  3. To select a travel mode for a particular service territory member, click the service territory Related tab, and then click the required service resource name under Service Territory Members. The service resource must be a primary territory member.
  4. Edit the resource’s service territory.
  5. Select the travel mode for that resource and save.

See Also

 
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