Asset object in Salesforce is designed to store an item that is previously sold to a customer. If you are planning to use the Asset object, you should consider of the following: An asset record MUST be associated with an Account or a Contact. You can’t create an orphan record. You can’t create a tab for the Asset object.
What are assets in Salesforce and how to associate them?
Assets can be linked to cases, work orders, maintenance plans, entitlements, and contract line items when you take consideration of the support side. You can associate assets with various Salesforce records in addition to products like… How to configure for Asset? Here all points are discussed step by step to implement it….
How to create custom tabs in Salesforce?
There are three popular types of tabs in salesfore.com. To create custom tabs in Salesforce.com, navigate to the Setup -> Build -> Create -> Tab. Now Click on New and enter all necessary details to complete the tab creation process. We will discuss on tab creation process in detail in the later sections.
How to create work order from asset list in Salesforce?
Click on the wrench icon present on the Assets-related list. Click on UP arrow to move the Status field right after Asset Name. Click OK. Click on Save. Now go to the Asset page layout and set the following related lists on a page layout. Add fields to the Work Order page layout. Click Work Order From the Object Manager in Setup.
How to rename tabs and labels in Salesforce?
From Setup, enter Rename Tabs and Labels in the quick find box, then select the “Rename Tabs and Labels” option to check which Tabs or object you can rename. The Tabs renamed recently appear on all user pages in Salesforce including Personal Setup.
How do I make an asset tab visible in Salesforce?
Make the Assets tab visible to your users. Users create and manage assets from this tab. You can add the tab to a custom app or instruct users to add the tab in Salesforce....Required Editions and User Permissions.Users Who Will...Need These PermissionsCreate assetsCreate on assetsUpdate assetsEdit on assets2 more rows
How do I create assets in Salesforce?
Standard users who are members of the Asset Library can also create asset files.From Files home, go to Libraries | Asset Library.Click Upload Asset File. ... Once you've selected a file, a dialog window displays these fields: ... Click Save.
How do I create asset hierarchy in Salesforce?
To create hierarchical relationships between assets, use the Parent Asset field and the Child Assets related list on asset detail pages. Assets also come with a few additional fields related to hierarchies: The read-only Root Asset field lists the top-level asset in an asset hierarchy.
How do I use assets in Salesforce?
HousekeepingFrom the Object Manager in Setup, click Account, then click Page Layouts.Click Account Layout.Click Related Lists.Drag Assets to the Related Lists section.Click the wrench icon on the Assets related list.Use the UP arrow to move the Status field right after Asset Name. Click OK.Save your changes.
How do I open an asset library in Salesforce?
To view asset files in Files home, select Libraries and then select Asset Library .
What is an asset file in Salesforce?
Asset files are packageable versions of Salesforce files that are used for branding and design purposes in your org or Experience Cloud site. Asset files can be used for headers and logo images. They can also be referenced by components.
What is asset hierarchy?
An asset hierarchy is a logical index of all your maintenance equipment, machines, and components, and how they work together. Building and understanding your facility's asset hierarchy is critical to efficiently tracking, scheduling, and identifying the root causes of failure in your equipment.
What is the difference between assets and products in Salesforce?
While products represent the items that your company sells, assets represent the specific products your customers have purchased. Use assets to store information about your customers' products.
How do I view assets in Salesforce?
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.
Is assets a standard object in Salesforce?
Assets are a standard object. It comes out-of-the-box with Salesforce. And being a standard object we can add custom fields, validation rules, record types, multiple page layouts.
What can be linked to Salesforce assets?
Assets can be linked to cases, work orders, maintenance plans, entitlements, and contract line items when you take consideration of the support side. You can associate assets with various Salesforce records in addition to products like…. Cases. Locations, like a customer site or warehouse. Maintenance plans.
What is asset management?
Asset Management allows service representatives to easily track what their customer recently purchased relevant to the company products and also have a look on the status of the purchased product whether it is installed or not. It helps service reps to provide immediate responses to the query of customers related to recently purchased products from the serving organizations.
What is tab in Salesforce?
Tab in Salesforce is a User Interface to build records for objects and view records in objects. Objects are the database tables that permit us to store data specific to the organization. They are divided into two major categories – Standard Objects and Custom Objects. The objective of this blog is to make you familiar with concepts like Salesforce create tab, and how to create custom object in Salesforce. Also, we will tell you steps to be taken when custom object not visible in Salesforce Lightning.
What is a standard object in Salesforce?
Standard Objects are provided by salesforce.com like users, contracts, reports, or dashboards etc. Custom Objects are created by users and deliver information that is unique and essential to your organization. it is considered as the heart of any application that provides a structure for sharing data.
Can you create custom objects in Salesforce?
A few options are available only when you create a custom object in Salesforce for the first time. Sometimes, custom object not visible in salesforce lightning even after successful creation. If custom objects not visible in salesforce lightning, you should take help from the community or trailhead.
