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Universal Containers wants to assign Service Appointment based on the Polygon of the child service territory in the hierarchy. How should a Consultant assign Service Appointments to the Polygon?
Correct Answer: D
Explanation Polygons are geographic areas that define service territories for scheduling and optimization purposes. The Polygon Assignment Policy determines which polygon in a service territory hierarchy is used to assign service appointments to service resources based on their location or skills. Setting it to the Lowest Level ensures that service appointments are assigned based on the polygon of the child service territory in the hierarchy1. Setting it to the Highest Level would use the polygon of the parent service territory in the hierarchy1. The Territory Assignment Policy determines which territory in a hierarchy is used to filter available resources for scheduling. It does not affect polygon assignment. References: 1 https://help.salesforce.com/s/articleView?id=sf.fs_polygons_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fs_territories_overview.htm&type=5
Recent Comments (The most recent comments are at the top.)
Panda - Jun 22, 2025
D appears to be correct https://help.salesforce.com/s/articleView?id=service.pfs_map_polygons_enable.htm&type=5 "When there are parent-child relationships between service territories (for example, San Francisco and California), the service appointment is assigned to the highest territory in the hierarchy (California). Select Lower if you want appointments to be assigned to the lowest territory (San Francisco). Service appointments are never assigned to middle-tier territories."
Recent Comments (The most recent comments are at the top.)
D appears to be correct https://help.salesforce.com/s/articleView?id=service.pfs_map_polygons_enable.htm&type=5
"When there are parent-child relationships between service territories (for example, San Francisco and California), the service appointment is assigned to the highest territory in the hierarchy (California). Select Lower if you want appointments to be assigned to the lowest territory (San Francisco). Service appointments are never assigned to middle-tier territories."