Create Service Territories

Create service territories, such as branch locations, to represent your branch or call center, to organize your service resources, and to ensure that the service resources are assigned to appointments near the home branch.

For more information on setting up service territories, see Set Up Service Territories in Salesforce Scheduler.

1. On the Service Territories tab, click New.

2. Enter a name, such as ServiceTerritory1, and a description for your territory.

3. To enable adding members to the territory or relating the territory to appointments, activate the new service territory.

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Introduction to Salesforce Scheduler

Set Up Salesforce Scheduler

Salesforce Scheduler Data Model Overview

Salesforce Scheduler Standard Objects

Salesforce Scheduler Custom Objects

Salesforce Scheduler Platform Events

Salesforce Scheduler Metadata API Types

Authenticate Salesforce Scheduler APIs

Translate SOQL Query Results

Salesforce Scheduler Business APIs

Salesforce Scheduler Apex Classes

Build Custom Appointment Booking Experiences Using Salesforce Scheduler APIs

Schedule an Anonymous Appointment

Schedule Anonymous Appointments with Appointment Distribution

Schedule Appointments by Selecting Location First

Modify an Anonymous Appointment

Create a Single-Resource Appointment

Modify a Service Appointment

Create a Multi-Resource Appointment

Modify a Multi-Resource Service Appointment

Create a Concurrent Appointment

Schedule Appointments by Using Sharing Availability

Schedule Appointments with a Dummy Resource and Reassign to Actual Resources

Set Up Salesforce Scheduler

Create Service Territories

Create Service Resources

Enable Concurrent Scheduling

Assign Concurrent Operating Hours to the Dummy Resource

Configure Scheduling Policy to Enforce Operating Hours

Assign Regular Shifts to Actual Resources

Configure Scheduling Policy to Enforce Shifts

Book Concurrent Appointments with Dummy Resource

Modify Appointments to Reassign to Actual Resources

Integrate Salesforce Scheduler with External Calendars

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