--- schema_version: "1" id: 25b61b2efd087b4fa18b96e40da2ea2d9b447da70a090d89789cb4bf4f4cd940 title: Product Service Campaign Workflow collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_psc_workflow.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_psc_workflow.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 7f3d1637ee7a3b5ccf4a375e0655f95b9aea647bad6b0c8a980657996c4ce701 description: Orchestrate efficient product service campaigns to recall, upgrade, or service numerous assets. products: - Industry Solutions - Cross Cloud release: "264" --- # Product Service Campaign Workflow 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. 1. [Turn on Asset Service Lifecycle Management in Setup.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_psc_enable_aslm.htm&release=264.0.0&type=5 "To set up and use Product Service Campaign, turn on Asset Service Lifecycle Management in Setup.") 2. [Assign the required user permissions, tab permissions, and object permissions to users.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_psc_permission_sets.htm&release=264.0.0&type=5 "Salesforce admins, service managers, and service agents require permissions to create and manage product service campaigns and actionable lists.") 3. [Set up actionable lists for product service campaigns.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_psc_actionable_lists_setup.htm&release=264.0.0&type=5 "Set up and configure Actionable Lists features to help service managers create lists of assets that must be included in product service campaigns. To set up actionable lists, assign the required permissions to users, turn on the features in Setup, and configure the data sources for actionable lists based on your business needs. You can create actionable lists from two data sources: actionable list definitions and Data Cloud segments.") 4. 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. 1. [Create a product service campaign.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_psc_create_psc.htm&release=264.0.0&type=5 "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.") 2. Create an actionable list that contains assets that are a part of the product service campaign. See [Manage Items in Product Service Campaigns](https://help.salesforce.com/s/articleView?id=xcloud.aslm_psc_items.htm&release=264.0.0&type=5 "Service managers can efficiently add the assets that they must recall, repair, modify, or upgrade, to a product service campaign. Easily curate and segment lists of assets to be included in a product service campaign by creating actionable lists with the assets. You can add items to a product service campaign by creating an actionable list with the impacted assets, by associating a campaign to an existing list, or by manually creating product service campaign item records."). 3. Add the assets in the actionable list to the product service campaign. See [Manage Items in Product Service Campaigns](https://help.salesforce.com/s/articleView?id=xcloud.aslm_psc_items.htm&release=264.0.0&type=5 "Service managers can efficiently add the assets that they must recall, repair, modify, or upgrade, to a product service campaign. Easily curate and segment lists of assets to be included in a product service campaign by creating actionable lists with the assets. You can add items to a product service campaign by creating an actionable list with the impacted assets, by associating a campaign to an existing list, or by manually creating product service campaign item records."). 4. 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. 1. Use actionable lists to track impacted assets and perform outreach initiatives. 2. [Create work orders for selected or all items in a product service campaigns to manage the services to be performed.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_psc_work_orders.htm&release=264.0.0&type=5 "Service agents can manage and monitor the services and upgrades on assets and vehicles in a product service campaign by creating work orders. Work orders describe the work that service technicians and agents perform during service appointments, and outline asset service plans. Generate work orders for selected items or all items in a campaign with minimum effort.") 3. [Create a return order to manage the recall and returns of assets in a product service campaign.](https://help.salesforce.com/s/articleView?id=xcloud.aslm_psc_return_orders.htm&release=264.0.0&type=5 "Service agents can track and facilitate the recall and return of assets in a product service campaign by creating return orders. Return orders outline the reason for the return of assets, and the source and the destination of the return shipment. You can capture how customers are reimbursed for the returned asset, the processing plan for the assets after they’re returned, and other key details. Create a return order for a product service campaign and a return order line item for each asset included in the campaign.")