Track Asset Replacements
When a customer’s asset needs to be replaced or upgraded, track the replacement in Salesforce on asset detail pages.
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. |
You can view and manage asset replacements from two related lists on asset detail pages.
- The Primary Assets related list shows assets that replaced the current asset.
- The Related Assets related list shows assets that the current asset replaced.
For example, suppose an elevator’s door is tracked as an asset named Door Model 1. Your customer decides to install a newer door, and Door Model 1 is replaced with Door Model 2. To track this replacement:
- Navigate to the Door Model 1 record.
- In the Primary Assets related list, click New Asset Relationship.
- In the Asset field, select Door Model 2. The Related Asset field auto-populates to list Door Model 1.
- Select a relationship type. This field comes with three options—Replacement, Upgrade, and Crossgrade—but you can define more in Setup.
- If Door Model 2 will only be installed for a certain amount of time—for example, if it’s being leased—enter a From and To date to indicate when it will be in use.
- Save your changes.
This asset relationship now appears in the Primary Assets related list on the Door Model 1 record, and the Related Assets related list on the Door Model 2 record. (You can get the same results by creating the asset relationship record from the Related Assets related list on the Door Model 2 record.)
If Door Model 2 is replaced by Door Model 3 down the road, keep in mind that Door Model 3 won’t appear in either related list on the Door Model 1 asset record. Customize fields, page layouts, and more for asset relationships from the Asset Relationships page in Setup. To save your team time and ensure that asset replacements are adequately tracked, create a flow that automates asset replacements. For example, the flow could be launched in the Field Service mobile app by an on-site technician when an asset is being replaced.
