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Create a Product Service Campaign Preferred Partner

Specify information about the most appropriate partner to execute a product service campaign within a specific geographic area.

Required Editions

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

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

  1. From the App Launcher, find and select Product Service Campaign Preferred Partners.
  2. Click New.
  3. Provide values for these fields.
    Name The name of the product service campaign preferred partner.
    Product Service Campaign The product service campaign associated with the product service campaign preferred partner.
    Account The account associated with the product service campaign preferred partner.
    Role The role of the product service campaign preferred partner.
    • Supplier
    • Support Specialist
    Location The location of the product service campaign preferred partner.
    Contact The point of contact for the product service campaign preferred partner.
    Partner Preference Order The order of preference for the product service campaign preferred partner.
  4. Save your work.