Improve asset management and help mobile workers efficiently repair and maintain assets
by defining and monitoring asset attributes that represent asset health and performance. Then,
define threshold monitoring based on recordset filter criteria and track threshold compliance for
multiple asset attributes.
Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning
Experience
The Field Service core features, managed package, and mobile app are available in
Enterprise, Unlimited, and Developer Editions.
Watch the video to see how to use asset attributes to track asset health and performance.
With Field Service asset attributes, product and asset managers can measure, track, and monitor
the health and performance of assets. Use asset attributes to track and analyze large numbers of
attributes for products or assets. An asset can have multiple attributes that represent an
asset’s health and performance.
Asset attributes help mobile workers better understand the condition of assets and let them
repair and maintain those assets in the field more efficiently. They also enable asset managers
to shift to proactive, and ultimately predictive, service models that promote higher equipment
uptime and compliance.
Use custom fields to characterize all assets that share characteristics. They can track
slower-changing aspects of health, such as software version, or real-time performance values,
such as temperature and pressure. Asset attributes can vary by product and asset and track faster
changes.
Each asset attribute has a definition and a value. The definition describes the value and
determines its data type. Attribute values appear in the Asset Attributes related list on the
asset record.
After defining asset attributes, create thresholds that are based on attributes to monitor your
asset’s health and performance. For example, define a threshold based on engine temperature or
engine pressure and then track the engine for faults. With thresholds, you can see when and where
issues occur and take action to prevent or address them.
Set Up Asset Attributes Configure your Asset Attributes settings and enable user permissions.
Create Attribute Definitions Define the value and data type of an attribute definition before you add it to an asset attribute.
Create Asset Attributes Create an asset attribute by associating it with an attribute definition on the asset record.
Manage Threshold Monitoring for Field Service Asset Attributes Set up monitoring based on recordset filter criteria defined for asset fields and asset attributes. Recordset Filter Criteria Monitoring uses the thresholds defined by recordset filter criteria for the fields and attributes to determine whether they’re within the defined thresholds.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.