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Create a Product Service Campaign

Service managers can create product service campaigns to define the activities to be performed on products, such as recalling, upgrading, modifying, or servicing assets. Each product service campaign has a fixed duration and a priority that helps companies assess the scale and impact of the campaign.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
User Permissions Needed
To create a product service campaign: Product Service Campaign permission set
  1. From the App Launcher, find and select Product Service Campaigns, and then click New.
  2. Enter the name of the product service campaign.
  3. Note
    Note

    Note: If you are using a Product Service Campaign Definition record for the product service campaign, refer to the Product field on the Product Service Campaign Definition record.

    Search and select the product that’s the focus of the product service campaign.
  4. Select the status of the product service campaign.
    • New
    • In Progress
    • On Hold
    • Completed
    • Closed
    • Cannot Complete
    • Canceled
  5. Select the priority of the product service campaign.
    • Low
    • Medium
    • High
    • Critical
  6. Select the Product Service Campaign Definition to associate with the product service campaign.
  7. Enter a description for the product service campaign.
  8. Enter the start and end dates for the product service campaign.
  9. Select a type for the product service campaign.
    For example, you can select a type such as Modification, Recall, Service, or Upgrade.
  10. Note
    Note

    Note: Map multiple work types for a product service campaign by using Product Service Campaign Work Type records from the related list of your Product Service Campaign Definition record instead of using the work type field on the Product Service Campaign record.

    Search and select the work type to be associated with the product service campaign.
    A work type is a template for work orders that helps you standardize your work processes.
  11. Save your changes.
Example
Example

A service manager creates a product service campaign to recall their Generator A23 product.

  • Product Service Campaign Name: Generator A23 Recall 2024
  • Product: Generator A23
  • Status: New
  • Priority: Critical
  • Description: A product service campaign to recall all Generator A23 due to overheating batteries.
  • Start Date: March 20, 2024
  • End Date: July 5, 2024
  • Type: Recall

Add items to your product service campaign.