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Asset Coverage View in Manufacturing Cloud

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Asset Coverage View in Manufacturing Cloud

Get a complete picture of the entitlements related to assets and deliver the right level of services to your customers when you perform work on their assets. Service managers and agents can get visibility into the coverage of an asset, including its warranties, maintenance plans, and service contracts. They can also choose the right entitlement from a list of eligible entitlements when they create a work order. Service managers and agents can view asset coverages and choose coverages on their desktop or on the Salesforce Field Service mobile app.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions
  • View Coverages for Assets: Service teams can view the warranties and the service contracts associated with the asset, its parent assets, and its child assets on the Asset record page. To help service teams view these details, add the Warranties View and Contracts View components to the Asset record page in the Lightning App Builder.
  • Choose Coverages for Cases and Work Orders: On a Case or a Work Order record page, service teams can easily associate warranties and service contracts to cases and work orders. To help service teams choose coverages, on the Case and Work Order page layouts, add the Choose Coverage and Select Coverage buttons. The Choose Coverage button appears on the desktop layout and the Select Coverage button appears on the mobile layout.

To learn more, see Asset Coverage View.

 
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