Create assets to track products purchased by your customers.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To create assets: | Create on assets |
- Click New on the Assets home page or on the Assets related list on a record.
- Select a product.
-
Enter a name for the asset.
If you’re using Salesforce Classic, you can opt to leave this field blank. When you save the asset, the Asset Name field auto-populates to reflect the product name.
-
Select an account, contact, or both to indicate who has purchased the asset
(required).
- You can enter person accounts in either the Account or Contact fields of an asset. The Assets related list on a person account includes all assets related to the person account, including those where the person account is in the Contact field.
- If you enter an account and a contact that aren’t related, the contact’s account won’t list the asset in its Assets related list.
- Optionally, select a parent asset. Creating hierarchical relationships between assets lets you link work order line items to child assets and represent complex products.
- If the asset is a competitor’s product, select Competitor Asset. If it is produced or used internally, select Internal Asset.
- Fill out the remaining fields according to your needs.
- Save your changes.
Note If you have read-only access to an asset field and you clone an asset, that field is blank
on the cloned asset.
- Asset Fields
Assets and asset relationships have the following fields. Depending on your page layout and field security settings, some fields may not be visible or editable.