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Create a Product Service Campaign Group Definition

Specify information about product service campaign definitions within groups based on attributes, such as the origin, status, or consequences of a campaign.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create and update Product Service Campaign Group Definitions Product Service Campaign permission set

Make sure your admin has added pick-list values for these fields.

  • Classification
  • Status
  1. From the App Launcher, find and select Product Service Campaign Group Definitions.
  2. Click New.
  3. Provide values for these fields.
    Name The name of the product service campaign group definition.
    Reporting Date The date when the product service event is reported by a relevant stakeholder.
    Reported By The agency that reported the product service event.
    Initiation Date The date when the product service event is initiated.
    Actual Completion Date The date when the tasks associated with the product service event are completed.
    Expected Completion Date The date when the tasks associated with the product service event are planned for completion.
    Classification The category of the product service.
    • Safety Recall (mandated by the government)
    • Quality Recall (due to customer complaints or claims)
    • Voluntary Recall
    External ID The unique identifier of the product service campaign group definition in an external system.
    External Data Source The external data source where the product service group campaign definition is recorded.
    Source Document Reference The document of reference from an external source.
    Type The type of a product service campaign, such as a campaign for recall, upgrade or maintenance.
    Total Impacted Unit Count The total number of product units to be impacted by a product service campaign.
    Customer Point Of Contact The point of contact for all communication with the customer.
    Internal Point Of Contact The point of contact for all communication with the manufacturer associated with a product service campaign.
    Description The description of the product service campaign group definition.
    Status The status of a product service campaign.
    • New
    • Open
    • Duplicate
    • Withdrawn
    • Closed
    Major Recall Indicates whether the recall event is major or not.
    Severity The severity of the product service event.
    • Critical
    • High
    • Medium
    • Low
    Current Impact The current impact of the product service event.
    Resolution Measures The measure taken to contain the product service event.
    Additional Information Additional information about the product service campaign group definition.
    Incident Count The number of incidents that have occurred for which a product service campaign needs to take place to prevent such incidences in the future, such as injuries.
    Claim Count The approximate number of claims raised for the product service event.
    Potential Risks The potential risks on stakeholders, such as an automotive company or customers, that could arise due to the non-implementation of a product service campaign.
  4. Save your work.