Create Assets
Create assets to track products purchased by your customers.
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. |
| User Permissions Needed | |
|---|---|
| To create assets: | Create on assets |
- Click New on the Assets home page or on the Assets related list on a record.
- Select a product.
-
Enter a name for the asset.
If you’re using Salesforce Classic, you can opt to leave this field blank. When you save the asset, the Asset Name field auto-populates to reflect the product name.
-
Select an account, contact, or both to indicate who has purchased the asset
(required).
- You can enter person accounts in either the Account or Contact fields of an asset. The Assets related list on a person account includes all assets related to the person account, including those where the person account is in the Contact field.
- If you enter an account and a contact that aren’t related, the contact’s account won’t list the asset in its Assets related list.
- Optionally, select a parent asset. Creating hierarchical relationships between assets lets you link work order line items to child assets and represent complex products.
- If the asset is a competitor’s product, select Competitor Asset. If it is produced or used internally, select Internal Asset.
- Fill out the remaining fields according to your needs.
- Save your changes.
Note If you have read-only access to an asset field and you clone an asset, that field is blank
on the cloned asset.
- Asset Fields
Assets and asset relationships have the following fields. Depending on your page layout and field security settings, some fields may not be visible or editable.
Did this article solve your issue?
Let us know so we can improve!
