Create a Product Service Campaign Group Definition Partner

Specify information about the coordinating partner, such as a supplier or a distributor, that needs to be communicated regarding a particular product service 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 Definition Partners Product Service Campaign permission set

Make sure your admin has added pick-list values for the Type field.

  1. From the App Launcher, find and select Product Service Campaign Group Definition Partners.
  2. Click New.
    The name of the record is automatically populated.
  3. Provide values for these fields.
    Product Service Campaign Group Definition The product service campaign group definition associated with the product service campaign group definition partner.
    Related Record The associated product service campaign definition and product service campaign group definition cause records.
    Type The role of the partner.
    • Manufacturer
    • Importer
    • Supplier
    • Seller
    • Dealer
    Account The associated account of the partner.
    Engagement Channel Type The channel of communication with the partner.
    • Snail Mail
    • Email
    • Phone
    • Website
    Point Of Contact The point of contact for the partner.
  4. Save your work.