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Assign a Travel Mode to a Service Territory or Service Territory Member

Assign a travel mode to a service territory or to a service territory member so that the Enhanced Scheduling and Optimization engine can consider the resource’s routing and travel preferences. Routing requests are based on the travel mode selected at the service territory level unless specified otherwise at the resource level. In this case, the resource territory membership setting overrides the territory-level setting. Only primary territory members can have a travel mode assigned to them. The primary service territory member's assigned travel mode determines the travel mode for all service appointments for that resource, regardless of the service territory of the appointment.

Required Editions

Available in: Available in Lightning Experience and Salesforce Classic in these editions where Field Service is enabled: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To view travel modes: Read on travel modes
To create, update, or delete travel modes: Edit on travel modes
To assign a travel mode to a service territory or service territory member: Edit on service territory and/or service territory member

Package icon This is a Field Service managed package feature.

Note
Note Enhanced Scheduling and Optimization uses point-to-point predictive routing regardless of the travel time calculation preferences set in the Routing section of Field Service Settings.

Travel modes are applied only to territories using Enhanced Scheduling and Optimization. Travel mode can't be assigned to a secondary service territory member. All Limits and Limitations for Enhanced Scheduling and Optimization apply to travel modes.

  1. From the Service Territories tab, click a service territory, and then edit the Travel Mode field.

    The Service Territory Details page showing where to select the Travel Mode.

  2. Select a travel mode, and then save your changes.
  3. To select a travel mode for a particular service territory member, click the service territory Related tab, and then click the required service resource name under Service Territory Members. The service resource must be a primary territory member.
  4. Edit the resource’s service territory.

    The Service Territory Member page in Edit mode showing where to select the Travel Mode.

  5. Select the travel mode for that resource and save.