Providers are represented as service resources and facilities are represented as service territories. To associate a provider with a facility for scheduling, create a service territory member record.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To use Salesforce Scheduler |
Schedulable resource add-on AND Salesforce Platform Starter license |
There are a few ways to create service territory member records.
- On a service territory record (for a facility), click Assign Service Resources.
- On a service resource record (for a provider), click Assign Service Territories.
- On a healthcare practitioner facility record, update the Service Territory Member
field.
Note Ensure that the Service Territory Member field is available on the Healthcare Practitioner Facility page layout.
Here’s how to do it from a service territory record.
-
From the App Launcher, find and select Salesforce Scheduler
Setup.
This app opens up multiple object tabs, including Service Territories, Service Resources, Operating Hours, and Work Types.
- Go to the Service Territories tab.
- Open a service territory record, then click Assign Service Resources.
-
To select one or more service resources, click
next to each one.
- Click Next.
-
For each of the selected service resources, select a Territory Type. The default is
Primary.
The primary territory is typically the facility where the provider works most often—for instance, near their home branch. Secondary territories are facilities where providers can be assigned to appointments. A service resource can have only one primary service territory but can have multiple secondary service territories.
- Set start dates for the service resources. Optionally, set end dates.
-
Save your work.
Note To view all service territories that a service resource is a member of, see the Service Territories related list on their service resource record page.