Orchestrate efficient product service campaigns to recall, upgrade, or service numerous assets.
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. |
Salesforce Admin
Salesforce admins prepare the Salesforce org, assign permissions to users, and set up Product Service Campaign and related features.
- Turn on Asset Service Lifecycle Management in Setup.
- Assign the required user permissions, tab permissions, and object permissions to users.
- Set up actionable lists for product service campaigns.
- If necessary, set up Data Cloud to use Data Cloud segments to create actionable lists.
Service Managers
Service managers create and manage product service campaigns.
- Create a product service campaign.
- Create an actionable list that contains assets that are a part of the product service campaign. See Manage Items in Product Service Campaigns.
- Add the assets in the actionable list to the product service campaign. See Manage Items in Product Service Campaigns.
- If necessary, assign actionable lists to service agents to monitor and manage campaign activities and perform outreach initiatives.
Service Agents
Service agents track and perform product service campaign activities.
- Use actionable lists to track impacted assets and perform outreach initiatives.
- Create work orders for selected or all items in a product service campaigns to manage the services to be performed.
- Create a return order to manage the recall and returns of assets in a product service campaign.