Asset

Represents an item of commercial value owned by an Account or Contact, for example, a product previously sold and installed.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field Details
AccountId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Required. ID of the Account associated with this asset. Must be a valid account ID. Required if ContactId is not specified.
ContactId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Required if AccountId is not specified. ID of the Contact associated with this asset. Must be a valid contact ID that has an account parent (but does not need to match the asset’s AccountId).
Description
Type
textarea
Properties
Create, Nillable, Update
Description
Description of this asset.
InstallDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date on which this asset was installed.
IsCompetitorProduct
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether this Asset represents a product sold by a competitor (true) or not (false). Default value is false. Label is Competitor Asset.
Name
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
Required. Name of the asset. Label is Asset Name.
Price
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
Price paid for this asset.
Product2Id
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the Product2 associated with this asset. Must be a valid Product2 ID. Optional.
PurchaseDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date on which this asset was purchased.
Quantity
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Quantity purchased or installed.
SerialNumber
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Serial number for this asset.
Status
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Customizable picklist of values. The default picklist includes the following values:
  • Purchased
  • Shipped
  • Installed
  • Registered
  • Obsolete
UsageEndDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Date when usage for this asset ends or expires.

Usage

Use this object to track assets previously sold into customer accounts. With asset tracking, a client application can quickly determine which products were previously sold or are currently installed at a specific account.

For example, your organization might want to renew and up-sell opportunities on products sold in the past. Similarly, your organization might want to track competitive products that exist in a customer environment that could potentially be replaced or swapped out.

Asset tracking is also useful for product support, providing detailed information to assist with product-specific support issues. For example, the PurchaseDate or SerialNumber could indicate whether a given product has certain maintenance requirements, including product recalls. Similarly, the UsageEndDate might indicate when the asset was removed from service or when a license or warranty expires.

If an application creates a new Asset record, it must at least specify a Name and either an AccountId, ContactId, or both.

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