How to Set Up Service Territories and Set Operating Hours
- March 23, 2023 - 11:30 AM
Configuring service territories is a crucial step in Salesforce Field Service. Field Service can scale and perform optimally if these are properly set up and aligned with your business goals.
In Salesforce Field Service, operating hours represent service territory hours, mobile worker hours, service territory hours, and appointment windows. Service territories are defined areas where field service tasks can be completed. Each service territory should have regular operating hours to indicate when work can be done. Set your field service operating hours so that Field Service can optimize your service appointments, considering your service agreements, employee schedules, and other factors.
As technical as it sounds, our Field Service expert, Ali Zakir will show you how to configure service territories and operating hours inside Field Service.
In this webinar, you’ll learn how to create service territories and set operating hours to keep track of your field service team.
Key takeaways:
- How to configure Operating Hours
- Assigning the Field Service page layout
- Creating Service Territories with address
- Guided Setup: Create Territories, Skills, and Work Types
Who Should Attend
- Executive Directors
- Chief Executive Officers (CEOs)
- Chief Marketing Officers (CMOs)
- Chief Technology Officers (CTOs)
- Chief Information Officers (CIOs)
- Chief Financial Officers (CFOs)
- IT Directors
- FinancialForce Superusers
- FinancialForce Administrators
- Database Specialists
- Marketing Directors
- Membership Directors
Speaker
Ali Zakir, Service Cloud/FSL Specialist
Connect on LinkedIn
Ali Zakir is a Salesforce consultant/advocate specializing in Service Cloud and Field Service. With 25 years of experience in IT business management and operations, Ali empowers organizations to go beyond solving complex customer challenges and meeting business requirements.
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