Enable Field Service and Create Service Territories
Learning Objectives
After completing this unit, you’ll be able to:
- Enable Field Service and configure your initial settings.
- Describe how service territories help you track your field service work.
- Adjust operating hours by service territory.
Ready to Get Hands-on with Field Service?
Create a new Trailhead Playground now to follow along and try out the steps in this badge. Scroll to the bottom of this page, click the playground name, and then select Create Playground. It typically takes 3–4 minutes for Salesforce to create your Trailhead Playground. Then, follow along the steps in the module in your playground to complete the hands-on challenge.
Yes, we really mean a brand-new Trailhead playground! If you use an existing org or playground, you can run into problems completing the challenges.
Enable Field Service with Salesforce Go
Setting up a field service operation used to mean weeks of work, dozens of setup pages, hundreds of clicks, and a steep learning curve before your team could schedule a single appointment. In today's fast-moving, AI-powered world, that kind of friction is no longer acceptable. The expectation now is that your field team should be scheduling and dispatching work within hours, not weeks.
Salesforce Go helps you do just that. It's a single, guided launchpad that automates the most critical configuration steps and walks you through creating your first territories and resources with purpose-built guided wizards. What once took weeks of implementation time now takes hours.
Ready to get started? Follow these steps in your playground to set up Field Service and complete the hands-on challenge at the end.
- From Setup
, enter field servicein the Quick Find box, then select Field Service Settings.
- Select the Go to Salesforce Go button, and select Get Started.
- Select Turn On, and then Turn On on the pop up window.
- Wait a while and let Salesforce Go do its magic.
Now Field Service and Operations is enabled in your org, both the core functionalities and the managed package. That means the power of field service management is at your fingertips. Things like work orders, service appointments, and asset management are all unlocked and waiting for you.
You’re almost ready to start creating work orders to track jobs, manage your assets, and build out your service operation from the ground up. But before you can put any of that to work, you need to establish your working location. Let's set up your service territories.
Set Up Service Territories and Operating Hours
Mobile workers generally prefer to stay close to home. And that's exactly what service territories are designed to support. Service Territories are a core feature of Field Service and Operations. Operating hours and mobile workers are assigned to territories to keep your field operations running smoothly.
Service territories typically represent geographical areas where your field service team works. However, you might decide to create functional territories, like field sales versus field service. In today’s work-from-anywhere world, you could also create virtual service territories for work that’s done remotely, or mobile locations like “Jane’s van.”
Salesforce Go streamlines the entire process of setting up service territories, so you can create your first territory in just a few clicks. Let’s try out the steps to do this.
- From the Salesforce Go Initial Setup page, under Choose How to Set Up Scheduling, select Manage in the Create Service Territories section.
- Select New Territory in the top left corner.
- For Name, enter
New York Area.
- Enter a suitable description.
- Under Operating Hours, select Define new hours.
- For Name, enter
Mon-Fri 9am-5pm (East).
- Under Time Zone, select Eastern Time (America/New_York) or Eastern Daylight Time (America/New_York). This label varies depending on if you’re in daylight or standard time.
- Check the days once to see if they reflect the correct timing.
- Select Save & Close.
And just like that, your company is all set to work out of its New York Area territory.
At this point you've defined where your team works and when they're available—two of the most fundamental building blocks in any field service implementation. Without them, the scheduling engine has no boundaries to work within.
But a company without workers is like an open door with no one behind it. Next up, you set up your Service Resources and start filling those territories with the people who can get the job done.