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Set Up Assets
Use Field Service to track, maintain, and optimize assets. While products represent the items that your company sells, assets represent the specific products your customers have purchased.
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. |
To start tracking the products you sell to customers, customize asset page layouts and permissions, create asset records, and establish relationships between assets and other records. You can also add warranty terms, define performance attributes, and integrate your asset tracking with MuleSoft.
Assets have a serial number, purchase date, and other information related to an individual sale. Depending on how your organization uses assets, they can represent competitor products that your customers have or versions of your products.
View and manage assets from the Assets tab. Depending on your page layout settings, you can also view lists of related assets on account, contact, product, and location page layouts.
You can create asset hierarchies to represent products with multiple components, and view a tree grid of an asset’s hierarchy on its detail page. On the support side, assets can be linked to cases, work orders, maintenance plans, entitlements, and contract line items, making it easy to see an asset’s history from production to retirement.
- Considerations for Using Assets
If you’re working with assets, review these considerations to keep things running smoothly. - Configure Asset Settings
Customize your page layouts and object permissions to control how your users work with assets. - Create Assets
Create assets to track products purchased by your customers. - Create Asset Hierarchies
Establish parent-child relationships between assets to represent products with multiple components. - Associate an Asset with Its Related Contacts
Create Asset Contact Participant records to track all the contact associated with an asset in the asset’s lifecycle. For example, associate an asset with the technician who repaired it, with the finance manager who facilitated its sale, and with the sales executive who sold it. An asset can have multiple contact participants. - Associate an Asset with Its Related Accounts
Create Asset Account Participant records to track all the accounts associated with an asset in the asset’s lifecycle. For example, an asset can be related with the supplier who supplied you the asset and the customer who bought the asset. An asset can have multiple account participants. - Record Product Warranties in Field Service
Use Warranty Terms to record details of the labor, parts, expenses, and exchange options that you provide to rectify issues with products you sell or install. - 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. - Integrate Field Service Assets with MuleSoft
Connect, automate, and secure assets across any systems with MuleSoft.
