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Salesforce Assets Cheatsheet

Salesforce Assets Cheatsheet


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Implementation Tips

Assets allow you to track
specific information about
the products and services
purchased or installed by
customer accounts or
contacts Use assets to track
everything you need to know
about a customers existing

Assets are available from many existing tabs depending on the action For example create new assets
from the Assets related list on an account or contact create asset list views from the Products tab Use
the tips below to customize assets to fit your needs

Best Practices

Create new assets from
the Assets related list on
an account or contact
detail page

Find assets by entering
your search terms like
asset name or serial
number in the sidebar
and clicking Search

Manage asset lists from
the Products tab

Add the Assets related list to your account contact and product page layouts so that users can create
assets from these related lists Inform users to go to an account or contact and click New above this
related list to create an asset
If you do not track serial numbers consider removing the Serial Number field from your asset
page layouts Instead you may want to use the Quantity field to track the sale of multiple licenses
or services
Use the lookup icon to select a product for an asset the selected product name is inserted in
the Product and Asset Name fields
If you know the exact name of the product for an asset enter it in the Product field instead of
clicking the lookup icon Click Save to store the entry in both the Product and Asset
Name fields
Add the Cases related list to your product and asset page layouts so that users can quickly view a list
of cases for a product or asset
Add the Asset field to your case page layouts If necessary for your organization make this field
required using fieldlevel security settings
Your users should have permissions to read create edit and delete assets However you may want
to restrict certain users from deleting assets If so revise your users permissions which are granted
in permission sets and profiles If you remove the Read permission on assets users will not see any
assets asset fields or Asset related lists
Optionally rename Asset to a term suitable for your business From Setup enter Rename Tabs
and Labels in the Quick Find box then select Rename Tabs and Labels

Last updated March

Getting Started with Assets

Managing Assets for Consumers

Managing Assets for Consumers
Best Practices
Store two different accounts
on a single asset using the
Account field and the
account for the contact in the
Contact field For
example if you sell guitars
to consumers but your
partner abcguitarscom
resells them for you enter
the consumers name in the
Contact field and
abcguitarscom in the
Account field

Best Practices
To add a competitor asset to
an account or contact click
New on the Assets related
list enter an asset name
check the Competitor
Asset box and leave the
Product field blank

If your customers include consumers you may have made some customizations to Salesforce to handle
your unique business process For example you may have created a single account called Consumers
that links to each consumer contact record Use the following suggestions to customize your
implementation of assets to handle consumer assets
If you sell products using a distributor or vendor use the Account field on the asset to store the
distributor or vendor account name If necessary you can add a contact that is associated with a
different account The asset will display on the contact selected on the asset as well as the account
selected on the asset however it will not display on the account of the contact If you only choose a
contact the asset will display on both the contact and the contacts account
If you do not use a distributor or vendor consider removing the Account field from asset page

Tracking Competitive Products
Assets are a convenient way of tracking what competitors products may exist at your accounts Use the
following suggestions to implement assets for competitors products
Make sure the Product field on an asset is not required and instruct users not to use it when creating
a competitor asset
Tell users to check the Competitor Asset box for competitors products
Run the Assets without products report to compile a list of assets that are not based on one of your
If you create custom fields for assets do not make them required Users may want to create new assets
directly from cases but the lookup dialog only retrieves standard asset fields