Summarize asset data to provide a quick overview of record alerts, open cases, work orders, and warranty status, enabling service agents to have meaningful conversations and drive revenue.
Service agents often struggle to get a comprehensive view of asset data. This feature provides a quick summary of record alerts, open cases, work orders, and warranty status, enabling more effective customer interactions and revenue opportunities.
Object Referenced
Asset, Case, Work Order Asset Warranty, Warranty Term, Record Alert, Claims, Claim Coverage
Data Sources
CRM, Data Cloud, Flow
Record Summary
1. 1. Navigate to the Asset Console page
2. Click the Einstein window open
3. Select the prompt "Asset Summary"
Availability
GA Oct. '24
Disclaimer: Salesforce pre-built Al solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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