Provision the required licenses, assign permission sets, turn on features, and prepare the records that the Warranty Parts Return service process uses.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To assign permission sets to users: | Assign Permission Sets AND View Setup and Configuration |
| To turn on Automotive and Warranty Lifecycle Management features: | Customize Application |
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Confirm that the required foundation features are set up.
- Automotive Foundation
- Warranty Lifecycle Management
- OmniStudio
- Unified Catalog Management
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Provision the required add-on licenses.
- AutomotiveFoundationAddOn
- WarrantyLifecycleMgmtAddOn
- IndustriesFieldServiceAddOn
- IndustriesServiceExcellenceAddOn
- OmniStudioDesignerAddon
- OmniStudioMonthlyFixedEntitlement
- OmniStudioMonthlyPerUnitEntitlement
- OmniStudioRuntimeAddon
- OmniStudioRuntimeCCAddon
- UnifiedCatalogAddOn
- ServicePartReturnAddOn
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Provision the required platform licenses.
- OmniStudio
- OmniStudioMonthlyFixedEntitlement
- OmniStudioMonthlyPerUnitEntitlement
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Assign these permission sets to users.
- Automotive Foundation User
- Claims Management Foundation
- Industry Service Excellence
- Omnistudio Admin
- Omnistudio User
- Product Catalog Management Designer
- Warranty Lifecycle Management Psl
- Service Part Return Management
- Product Service Campaign
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Turn on these features in Setup.
- Automotive under Automotive Settings
- Warranty Lifecycle Management under Warranty Lifecycle Management Settings
- Asset Service Lifecycle Management and Product Service Campaign Management under Asset Service Lifecycle Management Settings
- Context Definitions under Context Service Settings
- Omnistudio Metadata under Omnistudio Settings
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Create these records in dependency order.
- Tier 0 — Product2: Vehicles and replacement parts
- Tier 1 — Contact: Dealer contacts
- Tier 2 — Asset: Vehicle assets or other assets
- Tier 3 — ClaimItem: Claimed asset items
- Tier 4 — ClaimCoveragePaymentDetail: Part replacement line items
- Tier 5 — Location: Inventory and shipping sites
- Tier 5 — AssociatedLocation: Account-to-location relationships
- Tier 6 — ClaimParticipant: Claim contact roles
This list shows the records that the Warranty Parts Return service process uses at runtime. To build valid test data, you might also need to create the parent records that these records depend on, such as a warranty claim for each claim item.
Note Confirm that Return Order supports Process Type ServicePartReturn. The fulfillment flow
doesn't set Processing Plan or Repayment Method.