Configuring Field Service Territory Planning Console

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a service call based on the associated territories.

    As a territory planner, you have the ability to set up and utilize territories within the Field Service Territory Planning Console by following these steps.

    Configuration overview

    The steps for setting up the Field Service Territory Planning Console are:

    For more information about activating and setting up Territory planning, see Configuring Field Service Territory Planning.