1. Click New on the Assets home page or on the Assets related list on a record.
2. Select a product.
3. Enter a name for the asset.If you’re using Salesforce Classic, you can opt to leave this field blank. When you save the asset, the Asset Name field auto-populates to reflect the product name.
4. Select an account, contact, or both to indicate who has purchased the asset (required).
NoteYou can enter person accounts in either the Account or Contact fields of an asset. The Assets related list on a person account includes all assets related to the person account, including those where the person account is in the Contact field.
If you enter an account and a contact that aren’t related, the contact’s account won’t list the asset in its Assets related list.
5. You can enter person accounts in either the Account or Contact fields of an asset. The Assets related list on a person account includes all assets related to the person account, including those where the person account is in the Contact field.
6. If you enter an account and a contact that aren’t related, the contact’s account won’t list the asset in its Assets related list.
7. Optionally, select a parent asset. Creating hierarchical relationships between assets lets you link work order line items to child assets and represent complex products.
8. If the asset is a competitor’s product, select Competitor Asset. If it is produced or used internally, select Internal Asset.
9. Fill out the remaining fields according to your needs.
10. Save your changes.