1. Assign user permissions.Users Who Will...Need These PermissionsEnable Field Service LightningCustomize ApplicationView the Service Territories tab and service territoriesRead on service territoriesCreate or clone service territoriesCreate on service territoriesEdit service territoriesEdit on service territoriesDelete service territoriesDelete on service territoriesCreate service territory membersEdit on service resources
2. Customize page layouts.Note If you have your own field service terminology, remember that you can rename an object’stab and labels. In Setup, select Rename Tabs and Labels, and enter yourown term for the object you’d like to rename.Page LayoutRecommended CustomizationsService ResourceAdd the Service Territories related list, which shows territories where the service resource can work.Service TerritoryArrange the fields. Thedefault layout includes only some of the available fields.Confirm that your page layout has the desired related lists:Child Service Territories: Service territories that represent a subdivision of the current territoryService Territory Locations: Warehouses, customer sites, or vehicles that are located or operate in the service territoryService Territory Members: Service resources that work in the service territory
3. Arrange the fields. Thedefault layout includes only some of the available fields.
4. Confirm that your page layout has the desired related lists:Child Service Territories: Service territories that represent a subdivision of the current territoryService Territory Locations: Warehouses, customer sites, or vehicles that are located or operate in the service territoryService Territory Members: Service resources that work in the service territory
5. Child Service Territories: Service territories that represent a subdivision of the current territory
6. Service Territory Locations: Warehouses, customer sites, or vehicles that are located or operate in the service territory
7. Service Territory Members: Service resources that work in the service territory
8. Make the Service Territories tab visible to your users.Users create and manage service territories from the Service Territories tab. You can add the tab to a custom app or instruct users to add the tab in Salesforce.