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Asset Service Lifecycle Management
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          Product Service Campaign

          Product Service Campaign

          Organize impactful, timely product service campaigns to service products in disrepair, recall defective products, upgrade eligible products, and streamline product communications at scale. Product service campaigns help companies nurture a robust reputation, cultivate customer loyalty, and ensure customer safety. Service managers can design product service campaigns to assess issues in a large number of assets in a product line and coordinate activities to address the issues. They can easily segment and curate actionable lists of assets in product service campaigns, and assign lists to service agents. Service agents can monitor the services to be performed on the assets.

          Required Editions

          Available in: Lightning Experience
          Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.

          You can use Product Service Campaign features for these use cases.

          • Recall: Organize a campaign to recall assets for a faulty product line that must be repaired due to a potential safety hazard.
          • Upgrade: Organize a campaign to upgrade the software of electronic assets to comply with new legal regulations.
          • Maintenance: Organize a campaign to schedule the maintenance of assets in a product line that has experienced a recent surge in reported issues and cases.
          • Feedback: Organize a campaign to solicit feedback from customers whose assets are recently serviced.
          • Upselling: Organize a campaign to upsell warranties for a product line by offering a discounted price or better warranty terms.
          • Communications: Organize a campaign to communicate potential product failures to distributors with detailed technical bulletins.
          • Inventory management: Organize a campaign to audit all inventory items that have been in warehouses for a long period.
          • Product Service Campaign Workflow
            Orchestrate efficient product service campaigns to recall, upgrade, or service numerous assets.
          • Product Service Campaign Setup
            Set up and configure Product Service Campaign features to help service managers orchestrate product service campaigns and to help service agents manage services for the impacted assets. Assign the required permissions to users for creating campaigns, curating actionable lists of impacted assets, and executing campaigns. To help users create lists of assets for product service campaigns, set up the Actionable List features and configure the data sources for actionable lists. Also, customize page layouts to help service teams create product service campaign items from actionable lists and create work orders for product service campaign items.
          • Manage Scope of Product Service Campaigns
            Enable precise definition of product service campaigns, such as recalls and maintenance service campaigns. Capture granular details on the scope, causal parts, and impacted inventory across partners and define campaign groups by attributes like origin or status. Map and allocate the most appropriate service providers within a specific geographic area to minimize costs and turnaround time for the execution of a product service campaign.
          • Product Service Campaign Creation and Management
            Service managers can coordinate initiatives to evaluate and address issues about products or services by creating product service campaigns. They can easily curate lists of the impacted products and add products to the campaigns. Service agents can capture and track the actions to be performed on the impacted products, and perform outreach activities.
           
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          Salesforce Help | Article