If your organization has enabled products, assets are automatically enabled for your organization. However, admins still need to customize their org before users can begin using assets.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
To implement assets for your organization:
- Add the Assets tab to your home page.
By default, the Assets tab is hidden in organizations created before Spring ’15. You can make the Assets tab visible to your users by changing the user profiles.
- Add the Assets related list to account, contact, and product page layouts. Users can create new assets from these related lists.
- If you want to be able to make one asset a child of another asset, add the Parent Asset field and Child Assets related list to asset page layouts. If you’d like to give users more context, you can also add the read-only Root Asset field, which represents the top-level asset in an asset hierarchy.
- Add the Cases related list to the appropriate product and asset page layouts.
- Add the Asset field to your case page layouts. Consider changing the field-level security for the Asset field so that it displays or is required if necessary for your business.
- By default, your users have “Read,” “Create,” “Edit,” and “Delete” permissions on assets. If necessary, revise these permissions for your users. Without the “Read” permission on assets, users will not see any assets or asset related lists in Salesforce.
- Optionally, customize asset fields and page layouts from Setup by entering Assets in the Quick Find box, then selecting Assets.