Configure the Warranty Parts Return service process for parts associated with warranty claims.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To set up the Warranty Parts Return service process: | Automotive Foundation User AND Warranty Lifecycle Management Psl AND Product Catalog Management Designer |
Before you set up the service process, make sure that the Automotive Foundation User permission set is assigned to you and that you have the System Administrator profile.
The Warranty Parts Return service process uses Unified Catalog, OmniStudio, warranty claim data, and return order fulfillment. Complete these setup tasks in order.
- Prepare your org for Warranty Parts Return.
- Install and configure the Warranty Parts Return template.
- Optional: Customize the Warranty Parts Return flow.
- Configure record pages for Warranty Parts Return.
- Configure object access for Warranty Parts Return.
- Prepare Your Org for Warranty Parts Return
Provision the required licenses, assign permission sets, turn on features, and prepare the records that the Warranty Parts Return service process uses. - Install and Configure the Warranty Parts Return Template
Install the Warranty Parts Return template from Unified Catalog, connect its Product2 record to the intake OmniScript, and activate the service process. - Customize the Warranty Parts Return Flow
Optionally replace the confirmation-email header image in the Process Warranty Parts Return flow with an image that represents your organization. - Configure Record Pages for Warranty Parts Return
Add Action Launcher to the Account record page and service request attributes to the Case record page so that users can start and review Warranty Parts Return requests. - Configure Object Access for Warranty Parts Return
Add the Is Recall Open field to the Asset page layout and grant users access to the Case and Asset fields that the Warranty Parts Return service process uses.