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Warranty service standards and warranty terms administration

Key Takeaway

Start with the Code Set record, because product fault codes, product labor codes, codeset relationships, and warranty term coverages that name a product labor code all build on it. Linking each code set to a product doesn't record which labor service fixes which fault. To record that, relate the two code sets with a Codeset Relationship.

Warranty Lifecycle Management is the part of Agentforce Manufacturing where a manufacturer defines what its warranties cover and how service work is described. Warranty terms set the eligibility rules and entitlements for products, product families, and assets. Entitlements include the labor, parts, and expenses covered. Service standards are built from code sets. They give warranty teams one shared list of product faults, labor services, and expenses to use in warranty rules and claims.

Turn on and plan the setup

To define warranty standards and terms and to process warranty claims, turn on Warranty Lifecycle Management in Setup. The feature is available in Enterprise, Unlimited, and Developer Editions. Users who create and update Warranty Term and Product Warranty Term records need the "Warranty Lifecycle Management" permission set.

Warranty setup runs in two stages. Service standards management defines code sets, product fault codes, product labor codes, and codeset relationships. Warranty administration creates warranty terms, warranty term coverages, product warranty terms, and asset warranties. Capturing warranty claims comes after warranties and service standards are in place.

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