---
schema_version: "1"
id: 9309280ed93a3907d31fa9debf308f0732d9602e74ef583e4fdee6ba9fd8e9fe
title: Create an Asset Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_asset_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_asset_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 774842d6cb71d9afb3cdb6880c3a48238cc4c8d52c3f134a1d1b94a1ae9e00e2
description: Create asset templates for a sales org to quickly create assets for the sales org.
products:
  - Consumer Goods
release: "264"
---
# Create an Asset Template

Create asset templates for a sales org to quickly create assets for the sales org.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d25539e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e63 ">To create, edit, delete, or review asset templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e63 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Asset Templates**, and then click **New**.
2. Provide these details.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25539e119">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25539e122">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d25539e119 d25539e122 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e119 ">Asset Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e122 ">Name of the asset template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e119 ">Active</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e122 ">Indicates whether the asset template is active. You can use only active templates to
                  create assets.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e119 ">Meta Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e122 ">
                  <p>Indicates the asset icons that are shown on mobile devices. The options are:</p>
                  <ul>
                    <li>Cooler</li>
                    <li>Dispensing Equipment</li>
                    <li>Freezer</li>
                    <li>Furniture</li>
                    <li>Intangible Assets</li>
                    <li>Outdoor</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e119 ">Location Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e122 ">Location at which the asset is placed. For example, you can select Internal, Bar, or
                  Street.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e119 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e122 ">Sales org to which the asset template belongs. You can edit this field only when
                  creating an asset template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e119 ">Sort</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e122 ">Determines the order of this asset template in the list of asset templates that’s
                  shown when creating an asset.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d25539e119 d25539e122 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e119 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e122 ">Description of the asset template in the languages that are configured for the sales
                  org.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d25539e119 d25539e122 ">Mobile Settings</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e119 ">Scanning Required</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e122 ">Indicates whether an asset audit is executed by using a scanner.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e119 ">Blind Mode </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d25539e122 ">If this option is selected, the list of assets isn’t shown during a visit. To enter
                  the asset details, you can scan an asset tag.</td>

              </tr>
            </tbody>
          </table>
3. Save your changes.