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Associate an Asset with its Related Contacts

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Associate an Asset with its Related Contacts

Create Asset Contact Participant records to track all the contact associated with an asset in the asset’s lifecycle. For example, associate an asset with the technician who repaired it, with the finance manager who facilitated its sale, and with the sales executive who sold it. An asset can have multiple contact participants.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create Asset Contact 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 Contact Participant object in Object Manager.

  1. From the App Launcher, find and select Asset Contact Participants.
  2. Click New.
  3. Enter a name for the participant.
  4. Search for and select the contact to be linked with the asset.
  5. For Stakeholder Role, select the role of the contact linked with the asset, such as technician, owner, or finance manager.
  6. Search for and select an asset.
  7. Select Active.
  8. Select a start date and effective 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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