# Service territories and primary, secondary, relocation members

*Agentforce Field Service and Operations Consultant Study Guide · Managing Resources · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/agentforce-field-service-consultant/managing-resources/service-territories-and-primary-secondary-relocation-members*

How to design service territories (hierarchy, size, addresses, time zones) and choose primary, secondary or relocation memberships, with the date, time zone and deletion rules that decide whether a member is schedulable.

- Certification: Salesforce Agentforce Field Service and Operations Consultant
- Exam section: Managing Resources
- Study guide: https://www.certifyforce.com/study-guide/agentforce-field-service-consultant

**Official exam objective:**

> Given a scenario, recommend the appropriate Service Territories and their Members.

## What the exam expects

- Design a territory model: hierarchy for grouping, members only in lower-level territories, suggested size limits and one time zone per territory.
- Recommend primary, secondary or relocation membership from a scenario and predict who is a candidate under Match Territory or Working Territories.
- Set membership dates and times: 24 hours or longer, start and end outside working hours, the member's own time zone, blank End Date for open-ended memberships.
- Set the home base for travel on the territory or the member record, and handle deleting territories and primary memberships.

Key terms:
- **Service territory:** a region (or functional area) in which field service work is performed; it can sit in a hierarchy.
- **Service territory member:** a service resource assigned to a territory with a Type, Start Date and End Date.
- **Primary territory:** where the resource works most often; one per resource at a given time.
- **Secondary territory:** where the resource can be assigned if needed; several are allowed, with overlapping dates.
- **Relocation territory:** a temporary move that acts as the primary territory during its active dates.
- **Home base:** the address used for travel at the start and end of the day.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Hierarchy size | Up to 10,000 territories | [Territory Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_territory_guidelines.htm&language=en_US&type=5) |
| Suggested territory size | 50 resources; 1,000 appointments per day; 20 qualified resources per appointment | [Territory Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_territory_guidelines.htm&language=en_US&type=5) |
| Address required | Lower-level territories that include resources | [Territory Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_territory_guidelines.htm&language=en_US&type=5) |
| Primary territories | One per resource at a given time | [Territory Fields](https://help.salesforce.com/s/articleView?id=fs_territory_fields.htm&language=en_US&type=5) |
| Match Territory candidates | Primary or relocation territories | [Territory Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_territory_guidelines.htm&language=en_US&type=5) |
| Secondary without enhanced engine | Must fall within primary membership dates | [Territory Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_territory_guidelines.htm&language=en_US&type=5) |
| Membership time zone | Member's user record time zone | [Territory Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_territory_guidelines.htm&language=en_US&type=5) |
| Membership length with optimization | Max three years; leave End Date blank for longer | [Territory Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_territory_guidelines.htm&language=en_US&type=5) |
| No primary membership | Not scheduled or optimized; appointments not unscheduled | [Territory Guidelines](https://help.salesforce.com/s/articleView?id=service.fs_territory_guidelines.htm&language=en_US&type=5) |
| Auto Dispatch job | Uses primary and relocation memberships | [Auto Dispatch](https://help.salesforce.com/s/articleView?id=service.pfs_dispatching_appointments.htm&language=en_US&type=5) |

## Check yourself

- Which suggested limits does Help give for a service territory?
- When can you leave a secondary territory's Operating Hours field empty?
- When can't you delete a service territory?
- When is a territory supported for scheduling and optimization?

## Sources

- [Guidelines for Creating Service Territories for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_territory_guidelines.htm&language=en_US&type=5)
- [Create Service Territories for Field Service](https://help.salesforce.com/s/articleView?id=sf.fs_create_territories.htm&language=en_US&type=5)
- [Service Territory Fields for Field Service](https://help.salesforce.com/s/articleView?id=fs_territory_fields.htm&language=en_US&type=5)
- [Create Service Resources for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&language=en_US&type=5)
- [Automatically Dispatch Field Service Appointments](https://help.salesforce.com/s/articleView?id=service.pfs_dispatching_appointments.htm&language=en_US&type=5)
- [Considerations for Scheduling Service Crews](https://help.salesforce.com/s/articleView?id=service.pfs_service_crews_considerations.htm&language=en_US&type=5)
- [Agentforce Field Service and Operations](https://help.salesforce.com/s/articleView?id=service.fs_overview.htm&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Agentforce Field Service and Operations Consultant pack (USD $19): https://www.certifyforce.com/practice-exams