Set Territories Using Polygons and Additional Logic (Geography & Business Unit)

Author: Simon Kuntz

Summary: This article discusses a method for assigning service territories in Salesforce Field Service using polygons and additional logic. It addresses the limitation of the built-in feature that supports only single territory returns and presents a solution for organizations with overlapping territories. The solution involves creating an Apex trigger and class to assign service territories based on geography and other attributes like business units, ensuring correct territory assignment for efficient resource management.

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Set Territories Using Polygons and Additional Logic (Geography & Business Unit)


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