Start your field service implementation by understanding the default, out-of-the-box logic that drives assets.
Asset Creation
Provide accurate and efficient support by tracking customer equipment and its lifecycle.
| Deployment Step | Description of Step (Object/Perms/Config) |
|---|---|
| Update Technician/Dispatcher Perm Sets | Modifies Permission Sets to grant Read/Create/Edit access on the Asset object. |
| Grant FLS on standard Asset fields | Grants Read/Edit Field Level Security (FLS) for standard fields. |
| Clone and update Asset page layout | Creates and modifies a specific page layout for the Asset object. |
| Create/Activate Asset Lightning record page | Assigns the Asset Lightning Record Page as the default for the Console app. |
| Create site survey flow | Creates a new Flow for performing site surveys related to assets. |
| Create Asset report | Creates a custom Report on the Asset object, grouped by Account and Location. |
Configuration Actions Taken:
- Update Field Service Technician and Dispatcher permission sets.
- Grant read and edit access on all standard Asset fields.
- Clone and update the Asset page layout.
- Create and activate an Asset Lightning record page as the Console app default.
Details of Configuration Actions Taken:
- Object Permissions: Grant Read, Create, and Edit access on the Asset object to Technicians and Dispatchers.
- Field Level Security: Grant Read/Edit FLS for standard fields on the Asset object.
- Automation: Create a site survey flow for asset-related surveys.
- Analytics: Create a report of all assets grouped by account and location.