Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce Field Service and Operations
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Record Product Warranties in Field Service

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Field Service and Operations

            Record Product Warranties in Field Service

            Use Warranty Terms to record details of the labor, parts, expenses, and exchange options that you provide to rectify issues with products you sell or install.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

            To create a standard warranty, assign warranty terms to a product or product family. Then, when you sell or install a product, record details of additional or extended warranties along with exclusions and void terms.

            Setting up warranty information involves these steps:

            • Create warranty terms.
            • Assign warranty terms to a product or product family.
            • Create an asset and (if your admin hasn’t set up automation) add the standard warranty terms for the product.
            • Enter additional or extended warranty terms for the asset.

            Create Warranty Terms

            1. Navigate to Warranty Terms, and click New.
            2. Enter the details of the warranty term.
            3. Save the record.

            Assign Warranty Terms to a Product

            1. Navigate to the Product, and from the Warranty Terms related list, click New.
            2. Search for a warranty term.
            3. Choose whether this warranty term applies to the product or product family.
            4. Save the record.

            Enter Additional or Extended Warranty Terms for an Asset

            When an asset is created, it picks up the standard warranty terms for the product. You can then modify these terms or add new ones.

            1. Navigate to the Asset, and from the Asset Warranties related list, click New.
            2. Search for a warranty term or enter details of the warranty term.
            3. Save the record.

            See Also

             
            Loading
            Salesforce Help | Article