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            Create Product Service Campaigns in Field Service

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            Create Product Service Campaigns in Field Service

            Track and manage a product recall, manual firmware upgrade, safety or compliance audit, end-of-life communication, or similar product update.

            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.

            If your Salesforce org was created before Spring ’21, add the Product Service Campaign Item related list to Product Service Campaign.

            Manage a Product Service Campaign

            Managing a product service campaign involves these steps.

            • Create a product service campaign.
            • Identify the assets affected and creating a product service campaign item for each asset. For product service campaigns with several tasks to complete, consider creating a work type.
            • Create work orders and work order line items, return orders and return old line items, or a combination of both to complete the campaign tasks.

            Create a Product Service Campaign

            • Navigate to Product Service Campaign and click New.
            • Enter the details of the product service campaign.
            • Save the record.

            Add Product Service Campaign Items

            • Navigate to the Product Service Campaign, and from the Product Service Campaign Items related list and click New.
            • Enter the details of the product service campaign item.
            • Save the record.
            Note
            Note Where there are many assets for the product subject to the product service campaign, create the product service campaign items using Data Loader.

            Add Work Orders and Return Orders

            • Navigate to either Product Service Campaign or Product Service Campaign Items, and from the Work Orders and Return Orders or Work Order Line Items and Return Order Line Items related list, click New.
            • Enter the details of the work order and return order or work order line items and return order line items.
            • Save the record.
             
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