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Create Inventory Locations for Field Service

Locations are places, like warehouses, customer sites, or work vehicles, where inventory is stored for a field service operation. Create locations so you can track the items stored there and restock when necessary.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create locations: Create on locations
To view associated locations: Read on accounts
To create, update, or delete associated locations: Edit on accounts
To view addresses: Read on locations
To create, update, or delete addresses: Edit on locations
  1. From the Locations tab, click New.
  2. Enter a location name.
  3. Select a location type:
    • Warehouse (default)
    • Site
    • Van
    • Plant
  4. If inventory is stored at the location, select Inventory Location. This allows you to you associate the location with items in your inventory, known as product items.
  5. If the location can be moved, like a van or tool box, select Mobile Location.
  6. Complete the other fields as appropriate.
  7. Click Save.
  8. In the Addresses related list, create addresses for the location. The available types of addresses are Mailing, Shipping, Billing, and Home.
  9. In the Files related list, attach files like blueprints, photographs, or registration information.
  10. In the Service Territory Locations related list, create records to indicate which service territories the location belongs to. Service territory locations are warehouses, customer sites, or vehicles that are located or operate in the service territory.

See Also