Working Territories is a Workforce Scheduling work rule type that checks if a service
resource has a primary and secondary territory membership that matches the service appointment’s
territory. This work rule ensures that workers are only scheduled for jobs within their assigned
operational areas. Working Territories work rules are applicable to field and on-site
scheduling.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
Service resources can have only one primary service territory at a time, but multiple
secondary territories. Optimization requests that include a service resource’s secondary
territory memberships must also include the corresponding primary territory membership.
Secondary territory memberships must be identical to, or contained within, the primary
territory membership for a particular time and resource. If the secondary territory memberships
aren’t fully covered by a primary territory membership, availability applies only to the
overlapping period. The secondary service territory doesn’t need to be contained within the
primary service territory. Scheduling and optimization is supported only for service
territories with at least one primary service territory member. By default, the
Working
Territories rule considers only secondary territories. If you want the optimizer to
consider the
primary territory as well, select Working Location Enable Primary on the
work rule.
If service resources frequently move between service territories, use a
Working Territories
work rule.
Create work rules from Setup. Find and go to Workforce Scheduling, and
under Appointment
Scheduling Logic, select Work Rules. To view or add work rule
fields open the Object Manager in
Setup and select the Work Rule custom object. To add work rules to a
scheduling policy, see
Create and Manage Scheduling Policies in Workforce
Scheduling.
