ServiceTerritoryMember

Represents a service resource who can be assigned to service appointments in a service territory in Salesforce Scheduler. This object is available in API version 38.0 and later.

Supported Calls 

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), update(), upsert()

Special Access Rules 

Salesforce Scheduler must be enabled.

Usage 

If you delete a service territory with members, the service resources who were members no longer have any connection to the territory.

Fields 

Address 

  • Type: address
  • Properties: Filter
  • Description: The member’s address. You can want to list the related service resource’s address in this field.

EffectiveEndDate 

  • Type: datetime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date when the service resource is no longer a member of the territory. If the resource will be working in the territory for the foreseeable future, leave this field blank. This field is useful for indicating when a temporary relocation ends.

EffectiveStartDate 

  • Type: datetime
  • Properties: Create, Filter, Sort, Update
  • Description: The date when the service resource becomes a member of the service territory.

LastReferencedDate 

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date when the territory member was last modified. Its label in the user interface is Last Modified Date.

LastViewedDate 

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date when the territory member was last viewed.

OperatingHoursId 

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The operating hours assigned to the service territory member. If no operating hours are specified, the member is assumed to use their parent service territory’s operating hours. If a member needs special operating hours, create them in Setup and select them in the Operating Hours lookup field on the member’s detail page. This is a relationship field.
  • Relationship Name: OperatingHours
  • Relationship Type: Lookup
  • Refers To: OperatingHours

Role 

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The role associated with the service resource.

ServiceResourceId 

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The service resource assigned to the service territory. This is a relationship field.
  • Relationship Name: ServiceResource
  • Relationship Type: Lookup
  • Refers To: ServiceResource

ServiceTerritoryId 

  • Type: reference
  • Properties: Create, Filter, Group, Sort
  • Description: The service territory that the service resource is assigned to. This is a relationship field.
  • Relationship Name: ServiceTerritory
  • Relationship Type: Lookup
  • Refers To: ServiceTerritory

TerritoryType 

  • Type: picklist

  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Description: Primary, Secondary, or Relocation.

    • The primary territory is typically the territory where the resource works most often—for example, near their home base. Service resources can only have one primary territory.
    • Secondary territories are territories where the resource can be assigned to appointments, if needed. Service resources can have multiple secondary territories.
    • Relocation territories represent temporary moves for service resources.

    For example, a service resource can have the following territories:

    • Primary territory: West Chicago

    • Secondary territories:

      • East Chicago
      • South Chicago
    • Relocation territory: Manhattan, for a three-month period

Associated Objects 

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

ServiceTerritoryMemberChangeEvent (API version 48.0): Change events are available for the object.

ServiceTerritoryMemberFeed: Feed tracking is available for the object.

ServiceTerritoryMemberHistory: History is available for tracked fields of the object.