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          Manage Field Service Asset Attributes

          Manage Field Service Asset Attributes

          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.

          1. Set Up Asset Attributes
            Configure your Asset Attributes settings and enable user permissions.
          2. Create Attribute Definitions
            Define the value and data type of an attribute definition before you add it to an asset attribute.
          3. Create Asset Attributes
            Create an asset attribute by associating it with an attribute definition on the asset record.
          4. 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.
          5. Asset Attributes Limitations and Considerations
            Before you set up Asset Attributes, review its limitations and considerations.
           
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