Asset Management Features

Feature 1: Asset Overview and Management

Objective:

Enable service employees to access a central, filterable, and interactive overview of all connected assets in Salesforce to manage, service, and sell more efficiently.

Key Capabilities & Benefits:

1. Centralized Asset List with Filter & Sorting

   • Real-time filtering by: name, ID, status, location, type

   • Customizable list views (columns, hierarchy levels, default filters)

   • Hierarchical structure of assets, adjustable depth

   • User permission enforcement & savable views

   • Direct links to accounts and contacts for outreach

2. Asset-to-Customer/Contract Mapping

   • Assets can be linked to accounts and contracts

   • Maintenance plan can be linked to one or more assets

   • Sub-asset trees can be assigned collectively

   • Inheritance of links from parent asset when no direct link exists

3. In-Context Asset Actions

   • Create maintenance tasks or schedules

   • Change asset statuses directly

   • All actions are logged for traceability

4. Sales Intelligence on Installed Base

   • Identify upsell potential: old, contract-less, overused assets

   • Dashboards / diagrams with drill-down to asset or customer

   • Campaign creation & scenario modeling (e.g., shorter lifecycles, price increases)

Feature 2: Digital Lifecycle File for Assets

Objective:

Create a complete digital “file” or “history book” for each asset, consolidating its entire lifecycle – from operational data to maintenance logs, documentations, and real-time insights.

Key Capabilities & Benefits:

1. Digital Machine File (like Salesforce object views)

   • Includes: account, contact, contracts, IoT data, cases, tasks, maintenance, files

   • Configurable by asset hierarchy (e.g., “level-m” = complete machine)

   • Child assets inherit data from higher levels

2. Service Booklet for Maintenance History

   • Shows past and planned services, activities, operating hours

   • Linkable to contracts (enabling subscriptions)

   • Configurable availability at hierarchy levels

3. Documentation & File Uploads

   • Attach warranties, service logs, manuals, images

   • File access control (public/private)

   • Central searchable & previewable document list

4. QR Code Integration

   • Generate QR code linking directly to the asset’s lifecycle file

   • Useable in customer portals and service consoles

   • Mobile access for customers, partners, employees

     • See manuals, maintenance history, documents

     • Launch AI chat, access knowledge base

5. IoT & Telemetry Connectivity

   • Define IoT status (disabled / offline / online etc.)

   • Connect assets to IoT backends via gateway (typically on “level-m”)

   • Enable real-time data acquisition and monitoring

6. Reporting & Analytics

   • Create reports on assets, tasks, IoT events, locations, contracts

   • Export lifecycle data for analytics and optimization

🔗 Cross-Feature Integration

Conclusion

The two features are highly complementary:

• “Asset Overview and Management” empowers users with a real-time, operational control center for their asset landscape.

• “Digital Lifecycle File” provides a deep, comprehensive history and document structure per asset – accessible across platforms and devices.

Together, they form the foundation for efficient, intelligent asset management and service excellence within the Salesforce ecosystem.