Here are some things to keep in mind when you set up virtual territories.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
- Salesforce Scheduler standard flows don’t support virtual territories, but you can create customized flows. If you create a customized flow for customers to book appointments with service resources related to virtual territories, don’t configure the Select Service Territory flow screen component.
- If more than 20 service resources are assigned with the same skill, we recommend that you use appointment distribution to optimize the number of resources shown for scheduling an appointment. For more information, see Appointment Distribution.
- If both service resource filtering and appointment distribution are enabled, Salesforce Scheduler filters the resources based on the service resource IDs that you specify in the Filter by Resource IDs attribute. Scheduler then considers the value in the Number of Resources to Show (Appointment Distribution) flow attribute.