An asset in Salesforce represents a specific purchased or installed product.

By tracking your customers’ assets in Salesforce, you can easily view and log each asset’s purchase timeline, maintenance history, and more.

In this scenario, Usra Major Solar, a supplier of solar energy components needs to track a client’s asset in Salesforce

Create an Asset

We start by creating an account for the customer.

Next, we create a product to represent the type of solar panel system that DreamHouse Realty purchased, and an asset to represent the panel system.

Replace an Asset

It may be that a company needs to replace an asset, in case a more efficient model of their product comes out. To show that one asset has replaced another, we create an asset relationship with the help of two related lists on asset record home pages.

• The Primary Assets related list shows assets that replaced the current asset.
• The Related Assets related list shows assets that the current asset replaced.

After creating a new product and asset for the updated solar panel system, I can return to the asset for the old solar panel system, and change its status to Obsolete.

I then go to its primary assets and append the newer Solar Panel System.