Design and update map-based service territories for Field Service using Territory Planning. Service operations publish those territories in the form of alignments as service territory polygons.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled |
| User Permissions Needed | |
|---|---|
| To publish alignments: |
Sales Planning Ops Analyst permission set AND Query for Datapipelines User for Sales Planning permission set AND SF Maps Territory Planning for Sales Planning permission set |
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From the map, click Publish.
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Select Field Service, and click Next.
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Select the scope of what to publish.
For Example, to Publish... Select... An entire alignment when you roll out a new plan Alignment Your current focus when you change one area and want to publish those changes Focus - Select the level to publish. Children of the selected level are published along with the level. For example, your hierarchy is Region | District | Territory. When you publish a district, you also publish its territories.
- Select which operating hours from Field Service to use for the new territories. Or add new operating hours.
- Select whether to publish as new service territories or overwrite matching service territories.
- Click Publish.