Loading
Manufacturing Cloud
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
            Events and Milestones for Manufacturing Cloud

            You are here:

            1. Salesforce Help
            2. Docs
            3. Manufacturing Cloud

            Events and Milestones for Manufacturing Cloud

            Get visibility into the key moments in the lifecycle of contacts, accounts, and assets by using the Events and Milestones component. Capture key information about each event or milestone, identify upcoming engagements, initiate timely actions, and plan business processes.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions

            Use the Events and Milestones component to get a comprehensive view of these events and milestones.

            WHAT CAN YOU VIEW? WHERE CAN YOU VIEW? EXAMPLES
            Person Life Events Contact and Person Account records
            • Birth
            • Graduation
            • Relocation
            • Retirement
            Business Milestones Business Account records
            • Merger & Acquisition
            • Executive Change
            • New Product Launch
            • Market Listing
            Asset Milestones Asset records
            • Delivered
            • Extended Warranty
            • 3 Month Service
            • Critical Recall
            • Create or Update Event and Milestone Types in Manufacturing Cloud
              Create asset milestones, business milestones, and person life events if the default types don’t meet your business needs. Deactivate and activate the values as needed.
            • Customize Icons for Asset Milestones in Manufacturing Cloud
              Choose icons for the life event types, business milestone types, or asset milestone types that you create, or replace the default icons with your own icons. For example, if you create an asset milestone type for Critical Repair, use the icon of a wrench to denote the milestone.
            • Add the Events and Milestones Component to Asset, Account, and Contact Record Pages
              To display asset milestones, life events, or business milestones on the Asset, Contact, or Account record page, add the Events and Milestones component to the page. Configure the visibility of the component and hide the event and milestone types that you don’t want users to see. When you hide an event or milestone type, it doesn’t appear on the component until you add an event or milestone of that type.
             
            Loading
            Salesforce Help | Article