---
schema_version: "1"
id: 7f3185a0bcb54f9ee6169a3f9afaaf31f657d7a1fa1c77fd26775b3b5622fde0
title: Guidelines for Managing Service Territories in Salesforce Scheduler
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_territory_guidelines.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_territory_guidelines.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f67b80373618dab11b0c111364a6902a6abf0f5bd5e14ab2c33f9718bad3eae7
description: Learn how to manage your service territories.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Guidelines for Managing Service Territories in Salesforce Scheduler

Learn how to manage your service territories.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

Viewing Service Territories in Salesforce Scheduler

View service territories on the Service Territories tab. You can also view a service resource’s territories on the Service Territories related list on the resource detail page.

Creating Service Territories in Salesforce Scheduler

Create service territories from the Service Territories tab in Salesforce. After you create a territory, you can add members to it via the Service Territory Members related list. Service territory members are resources who work within the territory, and associating them with a territory ensures that they’re assigned to appointments near their home base.

Assigning Service Territories to Service Resources in Salesforce Scheduler

You can link a service resource to multiple territories to indicate where they are available to work. Assign territories to a resource via the Service Territories related list on the resource detail page, or via the Service Territory Members related list on the territory detail page.

When you assign a territory to a resource, use the Type field to indicate whether the territory is a primary or secondary territory for the resource.

- The primary territory is typically the territory where the resource works most often—for instance, near their home base. Resources can have only one primary territory.
- Secondary territories are territories where the resource can be assigned to appointments if needed. A resource can have more than one secondary territory.

Deleting Service Territories in Salesforce Scheduler

You can’t delete a service territory with service appointments. If you try to delete it, you’re prompted to assign the appointments to a different territory.

#### See Also

- [Set Up Service Territories in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_set_up_st.htm&release=264.0.0&type=5 "Create and configure service territories to organize your service resources and ensure that they’re assigned to appointments near their home branch.")