Use prebuilt service process templates to handle asset-related recall inquiries, such as eligibility questions or dealer appointment details. These templates help Original Equipment Manufacturers (OEMs) accelerate implementations, enabling faster deployments and improving operational efficiency. Easily view the list of assets for the selected customer account, check whether a specific asset is part of an active recall, and share details of the relevant authorized service partners. A case is created and automatically closed post fulfillment of the service process request and an email is sent to the customer with the relevant recall inquiry details.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Product Service Campaign Management, Unified Catalog, Industries Service Excellence, and Industries Field Service enabled.
Who: To use this feature, users need the Product Service Campaign, Industry Service Excellence, and Unified Catalog Admin permission sets.
Why: To address the need for quick implementations, these prebuilt templates simplify the setup of various service processes. This focus on rapid deployment ensures a quicker time to market for OEMs by reducing manual configuration and improving operational efficiency.
How: On an Account page, initiate a recall inquiry request from the Action Launcher.