Configure Asset Settings
Customize your page layouts and object permissions to control how your users work with assets.
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 edit page layouts and set field history tracking: | Customize Application |
| To create and edit users: | Manage Internal Users |
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Make the Assets tab visible to your users.
Users create and manage assets from this tab. You can add the tab to a custom app or instruct users to add the tab in Salesforce.
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Customize user permissions. By default, standard users have Read, Create, Edit, and Delete
permissions on assets.
Users Who Will... Need These Permissions View assets and the Assets tab Read on assets Create assets Create on assets Update assets Edit on assets Delete assets Delete on assets -
Optionally, enable sharing for assets. If asset sharing isn’t enabled, asset access is
determined by the parent object’s sharing rules.
- In Classic Setup, enter Asset Settings in the Quick Find box, then click Asset Settings.
- Enable asset sharing, and select a default asset owner.
- Save your changes.
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Customize page layouts.
- If you want to be able to make one asset a child of another asset, add the Parent Asset field and Child Assets related list to asset page layouts. To give users more context, add the read-only Root Asset field, which lists the top-level asset in an asset hierarchy.
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Control which related lists appear on asset detail pages. The following lists are
available:
- Cases: Cases tracking issues with the asset.
- Child Assets: The asset’s child assets.
Tip If an asset is part of a hierarchy of 500 or fewer assets, click View Asset Hierarchy on the asset’s detail page to view an expandable tree grid of the hierarchy. - Contract Line Items: Contract line items associated with the asset. Available only if entitlement management is enabled.
- Entitlements: Entitlements associated with the asset, which indicate the level of customer service its owner is entitled to. Available only if entitlement management is enabled.
- Locations: Locations associated with the asset, such as warehouses. Available only if Field Service is enabled.
- Maintenance Plans: Maintenance plans tracking periodic maintenance performed on the asset. Available only if Field Service is enabled.
- Primary Assets: Assets that replaced the current asset (for example, if the current asset required maintenance or was an older model).
- Related Assets: Assets that were replaced by the current asset.
- Work Orders: Work orders tracking work performed on the asset.
- Work Order Line Items: Work order line items tracking work performed on the asset.
- Update your asset page layouts to let Lightning Experience users view a tree grid of an asset hierarchy. In the page layout editor, select Mobile & Lightning Actions, then drag the View Asset Hierarchy action onto the layout.
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Add the Assets related list to record page layouts. It’s available on page layouts for
the following objects:
- Accounts
- Contacts
- Products
- Locations (available only if Field Service is enabled)
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