Newer Version Available
ServiceTerritory
Supported Calls
create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()
Special Access Rules
Field Service Lightning must be enabled.
Fields
| Field Name | Details |
|---|---|
| Address |
|
| City |
|
| Country |
|
| Description |
|
| GeocodeAccuracy |
|
| IsActive |
|
| LastReferencedDate |
|
| LastViewedDate |
|
| Latitude |
|
| Longitude |
|
| Name |
|
| OperatingHoursId |
|
| ParentTerritoryId |
|
| PostalCode |
|
| State |
|
| Street |
|
| TopLevelTerritoryId |
|
Usage
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.
If you want to use service territories, determine which territories you need to create. Depending on how your business works, you may decide to create territories based on cities, counties, or other factors. If you plan to build out a hierarchy of service territories, create the highest-level territories first.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.
For example, you can create a hierarchy of territories to represent the areas where your team works in California. Include a top-level territory named California, three child territories named Northern California, Central California, and Southern California, and a series of third-level territories corresponding to California counties. Assign service resources to each county territory to indicate who is available to work in that county.