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Associate an Asset with Its Related Contacts

Create Asset Contact Participant records to track all the contact associated with an asset in the asset’s lifecycle. For example, associate an asset with the technician who repaired it, with the finance manager who facilitated its sale, and with the sales executive who sold it. An asset can have multiple contact participants.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions

The admin can add picklist values for the Stakeholder Role field on the Asset Account Participant object in Object Manager.

  1. From the App Launcher, find and select Asset Contact Participants.
  2. Click New.
  3. Enter a name for the participant.
  4. Search for and select the contact to be linked with the asset.
  5. For Stakeholder Role, select the role of the contact linked with the asset, such as technician, owner, or finance manager.
  6. Search for and select an asset.
  7. Select Active.
  8. Select a start date and effective end date for the association between the asset and the account.
  9. For Usage Type, select Field Service Lightning.
  10. Save your changes.