Considerations for Using Assets
If you’re working with assets, review these considerations to keep things running smoothly.
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. |
Creating Assets
- If asset sharing is set to the Controlled by Parent—the default setting—the Account field, Contact field, or both must be completed for an asset to be saved. If asset sharing is not set to Controlled by Parent, assets can be saved without an associated account or contact.
Deleting Assets
- Deleting a product does not delete any asset records associated with it.
- Deleting an account or contact deletes all associated assets. If you delete an account with a related contact that is associated with an asset, all three records are deleted. Restoring the account restores all three records.
- Assets associated with cases can’t be deleted. This means accounts or contacts that are associated with an asset listed on a case also can’t be deleted.
- If you delete an asset with both a parent asset and child assets, its parent and children are no longer linked in an asset hierarchy.
Viewing Asset Hierarchies
- The asset hierarchy view isn’t searchable or editable.
- The asset hierarchy view isn’t available in Experience Cloud sites, Salesforce for iOS, Salesforce for Android, or the Field Service mobile app.
- The View Asset Hierarchy action appears only on assets that are part of a hierarchy, and is available only for hierarchies of 500 or fewer assets. If a hierarchy contains more than 500 assets, you can still refer to each asset’s Child Assets related list and Parent Asset, Root Asset, and Asset Level fields.
Did this article solve your issue?
Let us know so we can improve!
