Ursa Major Solar tracks installed products using the Salesforce Asset object. Each individual solar panel is treated separately. To save money on service calls, many times customers will wait to have a technician come onsite until there are multiple panels that need servicing.
How should the callout for multiple panels be treated in Salesforce?

Question

Ursa Major Solar tracks installed products using the Salesforce Asset object. Each individual solar panel is treated separately. To save money on service calls, many times customers will wait to have a technician come onsite until there are multiple panels that need servicing.

How should the callout for multiple panels be treated in Salesforce?

Aleh Patskevich · Accepted Answer

Create a work order with a work order line item for each installed product.

Aleh Patskevich · Answer

Create a work order for each installed product and a work order dependency to assign to the same resource.

Aleh Patskevich · Answer

Create a work order hierarchy with each installed product as a child work order.

Aleh Patskevich · Answer

Create an asset hierarchy with each installed product as a child asset in the hierarchy.

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