Set Up Asset Attributes

Configure your Asset Attributes settings and enable user permissions.

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience

The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

User Permissions Needed
To configure Asset Attributes:	Customize Application
To enable permissions:	Manage Profiles and Permission Sets
To customize related lists:	Customize Application
To create and manage restriction rules:	Manage Sharing
To view restriction rules:	View Setup & Configuration AND View Restriction and Scoping Rules

Before you create and manage asset attributes, make sure that you complete these tasks.

Enable user permissions for attribute definitions and units of measure.
1. From Setup, in the Quick Find box, enter Users, and then select Profiles.
2. Select the relevant profile, and then click Edit.
3. In Tab Settings, select Default On for Attribute Definitions and Units of Measure.
4. In Standard Object Permissions, enable basic access permissions for Attribute Definitions and Units of Measure.
Add picklist values for units of measure.
1. From the object management settings for units of measure, go to Fields and Relationships.
2. Select Type and add picklist values (for example Imperial or Metric).
(Optional) Customize the fields to appear in the Asset Attributes related list. In the page layout of the Asset object, select the fields to show.
(Optional) Create restriction rules for asset attributes when sharing asset records. The rules prevent sharing confidential asset attributes along with the asset record. From the object management settings for asset attributes, go to Restriction Rules and click Create New Rule.

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