Assets are items, such as refrigerators or freezers, that you place at a customer
location (retail store) to increase your sales. As an asset’s owner, you’re responsible for the
maintenance, repair, or any other services required for the asset. Managing assets efficiently
can help reduce customer complaints and, in turn, increase your brand value. By actively
tracking your assets’ conditions, you can budget better, reduce losses, and ensure employee
safety.
Required Editions
Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
An asset template defines the generic characteristics of an asset, and an asset type defines
the details of an asset. For example, create an asset template such as Refrigerators, and then
create asset types such as Brand A and Brand B.
Create an Asset Template Create asset templates for a sales org to quickly create assets for the sales org.
Create an Asset Type To classify assets, create asset types. Asset types are created as Product records.
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