Define Your Field Service Footprint with Service Territories

Create service territories to represent the regions where your team works. You can set each territory’s operating hours, assign service resources to a territory, and create territory hierarchies. This feature is available in both Lightning Experience and Salesforce Classic.
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Service Cloud

If you want to use service territories in Salesforce, determine which territories you need to create. Depending on how your business works, you may decide to create territories based on cities, counties, or other factors. If you plan to build out a hierarchy of service territories, create the highest-level territories first.

Create service territories from the Service Territories tab. After you create a territory, you can add members to it via the Service Territory Members related list. Service territory members are service resources who work within the territory. Associating them with a territory ensures that they’re assigned to appointments near their home base. To get started, see Set Up Service Territories (can be outdated or unavailable during release preview).


You can create a hierarchy of territories to represent the areas where your team works in California. Include a top-level territory named California, three child territories named Northern California, Central California, and Southern California, and a series of third-level territories corresponding to California counties. Then assign service resources to each county territory to indicate who is available to work in that county.