function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
sunny_mhl10@yahoo.comsunny_mhl10@yahoo.com 

Asset

Hi

 

    Pls help me when Standard Asset Object is used & how.

 

Thanks

TrimbleAgTrimbleAg

Well an asset is a bought product basically....So you just track what the customer owns.

 

We have it so that when an order in Oracle is booked, it performs a upsert on the account and asset purchased.

 

This way our sales/support/marketing know what the customer owns...

 

It enables sales to sale upgrades and addons by identifing customer that own the related product.

 

Marketing can target the specific product owners in campaigns

 

Support can associate cases to assets....

 

Hopefully this helps? if not, go to youtube and put in salesforce assets im sure there is a video out there.

 

PB