Configure Territories and Set Operating Hours

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe how service territories help you track your field service work.
  • Adjust operating hours by service territory.
  • Add operating hours to individual service resources.

Manage Operating Hours

You probably have established business hours when your customers know they can call on your mobile workers. In other words, your field techs probably don’t drive up to customers’ homes at 3:00 AM. Your company may have differing hours depending on where customers are located and what the terms in their service agreements are like. Set your field service operating hours so Field Service Lightning can optimize your service appointments, considering your service agreements, employee schedules, and regional holidays.

If your company has a service territory in New York City, NY, you need to create some operating hours that cover that time zone. This helps align your customers and mobile workforce with the right working hours.

  1. From the App Launcher, type Operating Hours in the Find an app or item box, and then select Operating Hours.
  2. Click New.
  3. For Name, enter: Mon-Fri 8am-5pm (East).
  4. For Description, enter: New York hours.
  5. Select Eastern Time (America/New_York) from the drop-down.
    Create Operating Hours dialog
  6. Click Save.

You’ve set your weekly operating hours for the East Coast of the United States!

Manage Service Territories

Mobile workers usually prefer to work in one area, close to their home. That’s where service territories come in. Service Territories are a core feature of Field Service Lightning. 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 may decide to create functional territories, like field sales versus field service.

Create your territories and assign them hours of operation from the Service Territory tab.

  1. From the App Launcher, type Service Territories in the Find an app or item box, then select Service Territories.
  2. Click New.
  3. For Name, enter New York Area.
  4. Use the Operating Hours drop-down to select Mon-Fri 8am-5pm (East).
  5. Select Active. This lets you add members to the territory and associate it with work orders, work order line items, or service appointments.
    Create Service Territory dialog
  6. Click Save.
Tip

Tip

You can organize service territories into hierarchies. If you plan to build out a hierarchy of service territories, with sub-territories like the boroughs of New York, it’s easiest if you create the highest-level territory first.

Manage Operating Hours for Service Resources

Assigning operating hours to service resource records in Salesforce is a little tricky because you can’t assign the operating hours directly on the service resource detail page. This is because, technically, a technician can work in more than one territory.

Therefore, you set a service resource’s operating hours on their member record for each territory they belong to. Still confused? Here it is step by step.

  1. From the App Launcher, type Service Resources in the Find an app or item box, and then select Service Resources.
  2. Click your name under the Name column.
  3. Click the Related tab.
  4. In the Service Territories related list, click New.
  5. Use the Service Territories lookup to select New York Area.
    Note

    Note

    If you sometimes work in another area, you could also add yourself to that service territory, but you’d want to make it a secondary territory type.

    Create Service Territory Member dialog
  6. Use the Operating Hours lookup to select Mon-Fri 8am-5pm (East).
  7. Enter a start date. For simplicity, just click the calendar icon to the right of the dialog to automatically enter today’s date.
  8. Click Save.

Congratulations! You now have the basics of a field service center. You can add and configure field service features to fit your company’s need. Continue to build your field service enterprise with the Field Service Center Customization module.

Resources

Lightning bolt icon used to indicate that the content is for Lightning Experience

Remember, this module is meant for Lightning Experience. When you launch your hands-on org, switch to Lightning Experience to complete this challenge.

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