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.
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. |
Asset
| Field Name | Description |
|---|---|
| Account | Account associated with the asset. Each asset must be associated with an account or contact. |
| Asset Division | Division to which the asset belongs. This value is automatically inherited from the related account if any. Otherwise the value is inherited from the related contact. Available only in organizations that use divisions to segment their data. |
| Asset Level | (Read Only) The asset’s position in an asset hierarchy. If the asset has no parent or child assets, its level is 1. Assets that belong to a hierarchy have a level of 1 for the root asset, 2 for the child assets of the root asset, 3 for their children, and so forth. On assets created before Summer ’17 that are part of an asset hierarchy, the asset level defaults to –1. Once the asset record is updated, the asset level is calculated and automatically updated. |
| Asset Name | Identifying name for the asset. In Salesforce Classic, if you select a product from the product lookup and leave the asset name blank, the name auto-populates to reflect the product name when the record is saved. |
| Asset Owner | Individual user to which the asset is assigned. By default, the asset owner is the user who created the asset record. |
| Asset Provided By | The account that provided the asset, typically a manufacturer. |
| Asset Serviced By | The account in charge of servicing the asset. |
| Competitor Asset | Indicates whether the asset represents a competitor’s product. This checkbox helps you track which customers are using your competitor’s products. |
| Contact | Contact associated with the asset. Each asset must be associated with an account or contact. If you choose both an account and contact, they don’t need to be related to each other. Contacts that are not associated with an account cannot be linked to assets. If the Contact field lists a person account, the asset doesn’t appear in the account’s Assets related list. |
| Description | Description of the asset. |
| Install Date | Date the asset was installed. |
| Internal Asset | Indicates that the asset is produced or used internally. |
| Location | The asset’s location. Typically, this is the place where the asset is stored, such as a warehouse or van. |
| Parent Asset | The asset’s parent asset. View, create, and delete an asset’s child assets in the Child Assets related list. To view a tree grid of an asset hierarchy in Lightning Experience, click View Asset Hierarchy from the action drop-down menu on an asset detail page. |
| Price | Amount the customer paid for the asset. |
| Product | The product on which the asset is based. |
| Product Code | The internal code or product number used to identify the related product. |
| Product Description | The description of the related product. |
| Product Family | The related product’s category. |
| Product SKU | The SKU of the related product. |
| Purchase Date | Date the customer bought the asset. |
| Quantity | The number of assets purchased. |
| Root Asset | (Read Only) The top-level asset in an asset hierarchy. Depending on where an asset lies in the hierarchy, its root might be the same as its parent. |
| Serial Number | The model number on the asset. |
| Status | The asset’s status. This picklist contains the following values, which can be customized:
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| Usage End Date | The date the asset expires or the last date it is under warranty. Use this field to store whatever date is appropriate for your business. |
Asset Relationship
Asset relationships represent non-hierarchical relationships between assets due to replacements, upgrades, or other circumstances. Relationships appear in the Primary Assets and Related Assets related lists on asset records.
| Field Name | Description |
|---|---|
| Asset | The replacement asset. |
| Asset Relationship Number | An autogenerated number identifying the asset relationship. |
| From Date | The day the replacement asset is installed. |
| Related Asset | The asset being replaced. |
| Relationship Type | The type of relationship between the assets. This field comes with three options—Replacement, Upgrade, and Crossgrade—but you can create more in Setup. |
| To Date | The day the replacement asset is uninstalled. |
