Create and configure service territories to organize your service resources and ensure that they’re assigned to appointments near their home branch.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
- Enable Maps and Location Services in Salesforce Scheduler
Salesforce Scheduler uses maps and location services to search for appointment locations (service territories). - Configure State and Country Picklists
Set up state and country picklists to let users select states and countries from a predefined, standardized list instead of entering state and country data into text fields. - Extend Location Search
Enable location search to let users search for and select appointment locations when scheduling appointments. - Create Service Territories in Salesforce Scheduler
Create service territories to organize your service resources and ensure that the service resources are assigned to appointments near their home branch. - Virtual Territories
Admins and territory managers can create virtual territories to give customers and service resources the flexibility to take appointments from anywhere. A virtual territory is a service territory that is created without an address for a group of service resources that are available for appointments on virtual channels, such as phone and video. - Data Integration Rules for Salesforce Scheduler
See how Salesforce Scheduler uses data integration rules to populate and update geolocation data. - Assign Service Resources to Service Territories in Salesforce Scheduler
Assign service resources to service territories to ensure that appointment attendees are associated with the correct locations. Service resources assigned to a service territory are referred to as service territory members. - Assign Service Territories to Work Types in Salesforce Scheduler
Map each service territory (location) to a work type (appointment template). - Guidelines for Managing Service Territories in Salesforce Scheduler
Learn how to manage your service territories.