When Salesforce is life!

Tag: Asset

[Salesforce] The Sobject Crusade: AssetTag

Source: AssetTag

This object is used to track tagging on the Asset Object.

Go to the AccountTag object for more info about how to setup tagging and see how to setup tagging on the Asset layouts:

You can select all the object layouts in which you want to use tagging.

Now you can tag your Asset object:

You can create and edit tags:

You can also have, upon feature activation, public tags, as described in the AccountTag page.

Let’s query the AssetTag object:

select id, Type, Name From AssetTag

[Salesforce] The Sobject Crusade: AssetShare

Source: AssetShare

This object allow a user that has access to the record to share the Asset object directly to a User or a Group.

To create such object you have to change the Asset Sharing Settings to at least “Public Read Only” by clicking on Setp > Security Controls > Sharing Settings:

Now the Sharing button will compare on the Asset page layout (if you don’t see it, add it with the layout editor):

This page shows all the users, groups, roles and territories that have access to the record.

Let’s manually add a new manual share:

And this is the result (added a group and a user):

The Expand List shows the details of the users to whom the Asset is shared:

The SOQL to query the objects:

Select Id, Asset.Name, RowCause, UserOrGroup.Id, UserOrGroup.Name, UserOrGroup.Type, AssetAccessLevel from AssetShare

[Salesforce] The Sobject Crusade: AssetOwnerSharingRule

Source: AssetOwnerSharingRule

This object allows to manage the sharing rules for Asset object.

To enable sharing on the Asset object, go to Setup > Assets > Asset Settings:

Choose wether the Asset owner will be the object creator of the owner of the parent account.

Now go to Setup > Security Controls > Sharing Settings, change the Asset OWG (Organization-Wide Default) from Controller by Parent to Private or Public Read Only.

Click the New button on the Asset Sharing Rules to create a new owner based rule:

If you select a Rule Type of type Based on criteria you can also set Asset’s fields criteria to decide which groups can share the record:

N.B. To enable access to this record, you have to contact Salesforce customer support.

[Salesforce] The Sobject Crusade:AssetFeed

Source: AssetFeed

This object enables feed tracking on the Asset object.

For more details about objects’ Feed, go to AccountFeed object.

Enable feed tracking on Setup > Chatter > Feed Tracking:

And this is an Asset with feed tracking enabled:

Here is a simple query:

SELECT id, Type, Title, Body, Visibility, likecount, NetworkScope, (Select Id, FieldName, NewValue From FeedTrackedChanges) from AssetFeed

[Salesforce] The Sobject Crusade: Asset

Source: Asset

Asset object is a standard object that is used to track specific products that a company has purchased from your organization or from a competitor: it allows to have a history of your customer’s purchase history.

Here is a query:

Select Id, Name, Product2.Name, Account.Name, Contact.Name, Status, PurchaseDate, InstallDate, UsageEndDate, IsCompetitorProduct From Asset

Powered by WordPress & Theme by Anders Norén