Create Service Territories for Facilities and Assets
Create a service territory to represent a facility where work is performed. For example, you can represent a hospital as a service territory. Later, you can assign providers who practice at that hospital as service territory members.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To create a service territory: | Create, read, edit, and delete on Service Territories |
-
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 and click New.
- Enter a name for your territory, such as a hospital name.
- If your territory is part of a larger territory, select a parent territory.
-
Select operating hours for the territory, which indicate when appointments within the
territory take place.
Note- When you use Shift Management, a service territory’s operating hours are used only if you select the Use service territory’s operating hours with shifts scheduling policy.
- Service territories ignore concurrent time slots. Therefore, select operating hours that include only non-concurrent time slots. Only service territory members can offer concurrent time slots.
- Resources use their territory’s operating hours by default, but you can define different hours for resources.
- To enable users to add members to the territory or associate it with appointments, select Active.
-
Enter an address.
This address is the location of the appointment as used in the location search in the appointment flow.
- Save your changes.