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Associate an Asset with its Related Accounts

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Associate an Asset with its Related Accounts

Create Asset Account Participant records to track all the accounts associated with an asset in the asset’s lifecycle. For example, an asset can be related with the supplier who supplied you the asset and the customer who bought the asset. An asset can have multiple account participants.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create Asset Account Participant records

Claims Management Foundation permission set

OR Service Console for Manufacturing permission set

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 Account Participants.
  2. Click New.
  3. Enter a name for the participant.
  4. Search for and select the account to be linked with the asset.
  5. For Stakeholder Role, select the role of the account linked with the asset, such as financier, customer, or sales dealer.
  6. Search for and select an asset.
  7. Select Active.
  8. Select a start date and end date for the association between the asset and the account.
  9. For Usage Type, select Manufacturing.
  10. Save your changes.

Use an Actionable Relationship Center graph to visualize the related stakeholders.

 
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