• Asset 360 Release Information
  • Asset 360 Release Schedule
  • Asset 360 Release Notes
    • Fixed Issues List
    • Data Model Changes
    • System Requirements
  • Engage Release Notes
    • What’s New
    • System Requirements
    • Important Considerations and Known Issues
  • Engage Patch Releases
    • 1.10.4
  • Help Downloads
  • Patch Release Notes
    • April 2026 Hotfix
    • December 2025 Patch
    • August 2025 Patch
    • July 2025 Patch
    • June 2025 Patch
    • May 2025 Patch
    • April 2025 Patch
    • March 2025 Hotfix
  • Salesforce Release Updates
    • Assessment for 2027 Releases
    • Assessment for 2026 Releases
    • Assessment for 2025 Releases
  • Release Compatibility Matrix
• Asset 360 Suite
  • Getting Started with Asset 360
    • Language, Security, and Privacy
    • Application Permissions and Access Controls
      • Community User Permission Set
    • Log Files
  • Installing and Configuring Asset 360
    • Prerequisites
      • Disabling Session Settings
    • Installing the Package
    • Configuring Installed Package
    • Managing Licenses for Installed Packages
    • Post-Installation Tasks
      • Assigning Permission Sets
      • Creating Run Flow Permission
      • Creating Milestones
      • Creating Entitlements and Assigning Milestones
      • Assigning Asset 360 Page Layouts to Objects
      • Assigning Asset 360 Layout as Primary
      • Adding Picklist Values
      • Updating Page Layouts
      • Running the Configurator
      • Enabling History Tracking in Object Level
    • Post-Installation Log Files
    • Post Installation Scripts
  • Upgrading the Asset 360 Package
    • Push Upgrade Instructions
    • Manual Upgrade Instructions
      • Running Auto-Configurator
        • Creating Remote Site for Configurator
      • Running the Apex Script for Product Service Campaign Updates
    • FAQ for Upgrades
  • Asset 360 for Business Administrators
    • Asset 360 Packaged Flows
    • Asset 360 Packaged Apex Triggers
    • Asset 360 Connected Services
    • Asset
      • Asset Hierarchy
        • Creating Hierarchy Configurations
          • Display Icon Selection
        • Editing Hierarchy Configurations
        • Cloning Hierarchy Configurations
        • Deleting Hierarchy Configurations
        • Configuring the Asset Hierarchy Wizard Step
        • Configuring the Manage Child Assets Wizard Step
        • Enabling the Asset Hierarchy Component for Community Users
      • Asset Timeline
        • Creating Timeline Configurations
          • Selecting Objects for the Timeline Configuration
          • Managing Object Selection
        • Editing Timeline Configurations
        • Cloning Timeline Configurations
        • Deleting Timeline Configurations
        • Configuring the Asset Timeline Wizard Step
        • Enabling the Asset Timeline Component for Community Users
      • Warranty
        • Warranty Settings
        • Warranty Log Files
        • Enabling Supplier Warranty Component
      • Enabling View Asset Service Coverage
      • Enabling View Asset Service Coverage by Wizard Step
      • FAQ for Asset
    • Technical Attributes
      • Template Rules
        • Creating Template Rules
          • Configuring Custom Fields as Template Association Fields
        • Editing Template Rules
        • Cloning Template Rules
        • Deleting Template Rules
      • Settings
      • Technical Attributes Creation through APIs
        • Creating and Updating Technical Attributes Through REST APIs
        • Creating Technical Attributes Through Apex Action
        • Configuring the REST Service to Retrieve the Current Technical Attributes
      • Configuring the Asset Technical Attributes Wizard Step
      • Configuring Asset Technical Attributes for Community Users
        • Enabling the Detail View Page for Community Users
      • Enabling the Technical Attributes Component
        • Setting Component Visibility
      • FAQ for Technical Attributes
    • Entitlement
      • Automatic Rules
        • Viewing Entitlement Rules List
        • Re-Ordering Entitlement Execution
        • Searching Entitlement Rules
        • Creating Entitlement Rule
          • Creating Asset-Based Entitlement Rule
          • Creating Account-Based Entitlement Rule
        • Editing Entitlement Rule
        • Cloning Entitlement Rule
        • Deleting Entitlement Rule
      • Interactive Entitlement
        • Configuring Interactive Entitlement
      • Entitlement Service Assignment Rules
        • Viewing Service Assignment Rules
        • Creating Service Assignment Rule
        • Editing Service Assignment Rule
        • Deleting Service Assignment Rule
        • Enabling Validation Bypass on Service Contract
          • Adding the Application Setting Tab
      • Pricebook Assignment Rules
        • Viewing Pricebook Assignment Rules
        • Creating Pricebook Assignment Rule
        • Editing Pricebook Assignment Rule
        • Deleting Pricebook Assignment Rule
        • Creating Record-Triggered Flow for Price Calculation
      • Entitlement Settings
      • Entitlement Log Files
      • Troubleshooting and FAQ for Entitlements
    • Product Service Campaigns
      • Setting up PSC Configuration Templates
        • Viewing PSC Configuration Templates
        • Creating a PSC Configuration Template
        • Defining Mappings for the PSC Configuration Template
      • Managing PSC Configuration Settings
      • FAQ for Product Service Campaigns
    • Depot
      • Depot Settings
    • Service Process Manager
      • Wizards
        • Viewing Wizards List
        • Searching Wizards
        • Adding Wizards to Objects
          • Wizard Properties
        • Adding Steps to Wizards
          • Wizard Step Properties
        • Performing Wizard and Wizard Step Translation Workaround
      • Transactions
        • Viewing Transaction List
        • Creating Transactions List View Filters
          • Transactions List View Filter Actions
        • Searching Transactions
        • Configuring Transactions
          • Header Section Properties
          • Related Section Properties
            • Runtime Behavior for Parent and Child Mapping in Create Type Transactions
          • Field Properties
          • Configuring Grid-Only Transactions
        • Editing Transactions
        • Cloning Transactions
        • Checking Configuration Usage of Transactions
        • Deleting Transactions
        • Current Record/ Current Record Header/ User Literal Support for Transactions Runtime
      • Object Mappings
        • Viewing Object Mapping List
        • Searching Object Mapping
        • Creating Object Mapping
          • Creating Field Mapping
          • Creating Value Mapping
        • Editing Object Mapping
        • Cloning Object Mapping
        • Checking Configuration Usage of Object Mapping
        • Deleting Object Mapping
          • Where Used in Mappings
      • Expressions
        • Viewing Expressions List
        • Searching Expressions
        • Creating Expression
          • Operator and Precedence Value Matrix
          • Comment Column Value Matrix
        • Editing Expression
        • Cloning Expression
        • Checking Configuration Usage of Expression
        • Deleting Expression
          • Where Used in Expressions
      • Screens
        • Viewing Screen List
        • Searching for Screens
        • Creating Screen
          • Basic Details for Screen
          • Parent Object Sections for Screen
          • Related Object Sections for Screen
          • Field Properties
        • Editing Screen
        • Cloning Screen
        • Deleting Screen
        • Configuring Lookup
          • Lookup General Information
          • Lookup Search Fields
          • Lookup Display Fields
          • Lookup Conditions and Logics
          • Where Used in Lookup Configuration
        • Current Record, Current Record Header, and User Literal Support for Screens Runtime
      • SPM Settings
        • Translations
          • Viewing Translations
          • Adding Translations
          • Searching for Translations
        • Usage Statistics
        • Debug Transactions
          • Enabling Debug Transactions
      • Application Usage Data
        • Creating Custom Reports for Application Usage Data
      • Troubleshooting and FAQ for SPM
    • Maintenance Plan Processing
      • Maintenance Plan Processes
        • Creating Maintenance Plan Processes
          • Setting Maintenance Plan Process Scheduling Intervals
          • Setting Maintenance Plan Process Assignment Rules
          • Setting Maintenance Plan Process Logging Notifications
        • Editing Maintenance Plan Processes
        • Cloning Maintenance Plan Processes
        • Deleting Maintenance Plan Processes
        • Running Maintenance Plan Processes
          • Viewing Maintenance Process Run Log
      • Maintenance Plan Processing Settings
        • Maintenance Plan Processing Data Volume Recommendations
      • FAQ for Maintenance Plans
    • Mobile
      • Configurations
        • Creating Mobile Configurations
          • General Information Tab Fields
          • Object Selection Tab Fields
          • Hierarchy Tab Fields
          • Timeline and Others Tab Fields
        • Updating Mobile Configurations
        • FAQ for SFS Mobile Configurations
    • Product Integration
      • Issue Report Setup
        • Configuring Integration Mapping for PLM Integration
        • Adding Wizard Step for Issue Report
      • Field Stock Optimization
        • Functional Requirements
        • Creating Flows
    • System Settings
      • Package Flows
        • Managing Packaged Standard Flows
    • Shield Platform Encryption Management
      • Creating Permissions for Platform Encryption
      • Assigning Permission Set to Users
      • Generating Tenant Secret Key
      • Encrypting Fields
      • Destroying Tenant Secret Key
    • Service Analytics for Asset 360
      • Installing Service Analytics Package
      • Assigning Permission Sets for CRM Analytics
        • Object-Level Permission Sets
      • Enabling CRM Analytics
      • Location Insights Dashboards
        • Configuring Location Asset Insights Dashboard
          • Creating Location Asset Insights App to View Dashboards
          • Scheduling Run for Dashboard Components
          • Viewing Location Asset Insights from Location
          • Editing Tableau CRM Dashboard
        • Adding Location Asset Insights Dashboard to Location Record
          • Location Insights Dashboard Information
      • Service Analytics Dashboards
        • Configuring Service Analytics Dashboards
        • Creating Service Analytics App to View Dashboards
        • Scheduling Run for Service Analytics Dashboard Components
        • Viewing Dashboards Related to Service Analytics
          • Cost To Serve Dashboard Information
          • Service Profitability Dashboard Information
        • Editing Service Analytics Dashboards
        • Adding Attach Rate Dashboard to Account Record
          • Account Attach Rate Dashboard Information
        • Adding Contract Insights Dashboard to Service Contract Record
          • Contract Insights Dashboard Information
      • Asset Insights Dashboards
        • Configuring Asset Insights Dashboards
        • Creating Asset Insights App
        • Creating Cleanup Recipe
        • Adding Asset Insights Dashboard to Asset Record
        • Adding Executive Asset Insights Dashboard to Account Record
          • Asset Insights Dashboard Information
      • Troubleshooting and FAQs for Service Analytics
  • Asset 360 for End Users
    • Business Process Flows
      • Asset Maintenance
      • Milestones
      • Remote Triage
      • Loaner Management
      • Advanced Exchange
      • Return for Repair
      • Work Order Completion and Closure
      • Last Consumed Date
      • Manual Stock Replenishment
      • Work Order Entitlement
      • Case Entitlement
      • Depot Repair
      • Supplier Warranty Repair
      • Estimate Management
    • Assets
      • Viewing Asset Hierarchy
        • Asset Hierarchy and Timeline Integration
        • Adding Filters
        • Enabling the Asset Hierarchy Component
          • Setting Component Visibility
        • Managing Child Assets
      • Viewing Asset Timeline
        • Configuration Groups in Asset Timeline
        • Actions and Interactions on the Asset Timeline
        • Default Configuration
        • Enabling the Asset Timeline Component on Record
          • Setting Component Visibility
      • Creating Child Asset
      • Creating Case
      • Managing Asset
      • Installing Asset
      • Creating Customer-Owned Assets
      • Creating Rental or Loaner Assets
      • Creating Asset Warranties
      • Creating Entitlements
      • Creating Service Contract from Asset
      • Viewing Asset Service Coverages
      • Viewing Asset Technical Attributes
      • Creating Maintenance Plan from an Asset
        • Creating Platform-based Maintenance Plan from an Asset
        • Creating Condition-based Asset 360 Maintenance Plan from an Asset
          • Managing Maintenance Assets
    • Accounts
      • Creating Service Contract from Account
      • Creating Maintenance Plan from Account
    • Locations
      • Creating Rental Loaner Asset
      • Creating Customer Owned Asset
      • Creating Service Contract from Location
      • Adding Associated Locations to the Related Tab
      • Creating Maintenance Plan from a Location
        • Creating Platform-based Maintenance Plan from Location
          • Managing Maintenance Assets
        • Creating Asset 360 Condition-Based Maintenance Plan from Location
    • Warranty Terms
      • Creating Warranty Term Templates
      • Adding Asset Qualifier to Warranty Term Template
      • Adding Applicable Warranty Product
    • Service Contracts
      • Service Contract Authoring
        • Adding Asset to Contract Line Assets List
        • Searching Assets or Contract Plans in Contract Line Assets List
        • Removing Assets from the Contract Line Assets List
        • Updating Contract Plans on Listed Assets
        • Contract Authoring Logs
        • Deleting Partially Created Service Contract
      • Contract Lines
        • Viewing Contract Lines
        • Creating Contract Lines
        • Editing Contract Lines
        • Searching Contract Lines
        • Deleting Contract Lines
      • Entitled Services
        • Creating Entitled Services
          • Entitled Service History Events
      • Contract Price Line Items
        • Creating Contract Price Line Items
        • Duplicate Logic Errors for Contract Price Line Items
      • Pricing Engine
        • Managing Multi-Currency
      • Creating Maintenance Plan from Service Contract
        • Creating Platform-Based Maintenance Plan from Service Contract
        • Creating Condition-Based Maintenance Plan from Service Contract
      • Updating Contract Status
      • Service Contract Creation Using APIs
        • Creating Service Contract Using Apex Actions
        • Creating Service Contract Using Global Method
        • Creating Service Contract Using REST API
        • Adding Assets to Service Contract Using Apex Actions
        • Adding Assets to Service Contract Using Global Method
        • Adding Assets to Service Contract Using REST API
        • Adding Services to Service Contract Using Apex Actions
        • Adding Services to Service Contract or Asset Using Global Method
        • Adding Services to Service Contract Using REST API
        • Canceling Service Contract Using Apex Actions
        • Canceling Service Contract Using Global Method
        • Canceling Service Contract Using REST API
      • Renewal Insights Dashboards in Service Contract Record
        • Adding Renewal Insights Dashboards to Service Contract Record
      • FAQ for Service Contracts
    • Cases
      • Creating Remote Work Order
      • Checking Supplier Warranty Coverage
    • Work Orders
      • Beginning Work Order Investigation
      • Sending to Supplier for Repair
      • Debriefing Work Order
      • Completing Work Order
      • Reviewing Work Order
      • Closing Work Order
      • Creating Opportunities
      • Creating Return for Repair Request
      • Creating Loaner Request
      • Creating Advanced Exchange Request
      • Creating Field Work Order from Remote Work Order
      • Creating Parts Request
      • Creating Estimate
      • Managing Estimates
      • Executing Work Steps
      • Submitting Issue Report and Feedback
        • Uploading Files to Issue Reports
        • Modifying the Submitted Report
    • Return Orders
      • Submitting Return Order
      • Receiving Return Order
      • Creating Depot Work Order
      • Creating Product Request
      • Cancelling Return Order
    • Product Requests
      • Submitting Product Request
      • Canceling Product Request
    • Maintenance Plans
      • Creating and Configuring Asset 360 Condition-Based Maintenance Plan Templates
        • Creating Maintenance Plan Templates
        • Defining Applicable Products for the Maintenance Plan Template
        • Defining Work Rule Templates
          • Adding Time Type Condition to the Work Rule Template
          • Adding Frequency Type Condition to the Work Rule Template
          • Adding Criteria Type Condition to the Work Rule Template
          • Supported Operators
      • Creating Asset 360 Condition-Based Maintenance Plans
      • Managing Asset 360 Condition-Based Maintenance Plans
        • Adding Maintenance Assets to a Maintenance Plan
        • Adding Work Rules to a Maintenance Plan
      • End-to-End Flow
      • Creating and Configuring Platform Maintenance Plan Templates
        • Creating Maintenance Plan Templates
        • Defining Applicable Product for Maintenance Plan Template
          • Edit an Applicable Product for Maintenance Plan Template
          • Delete an Applicable Product for Maintenance Plan Template
        • Configuring Page Layout for Maintenance Plan Template
        • Configuring Work Rule Template Tab on Applicable Product
        • Defining Work Rule Templates
          • Defining Work Rule Templates for Applicable Products
            • Creating Calendar-Based Work Rule Templates
            • Creating Criteria-Based Work Rule Templates
          • Defining Work Rule Templates for Maintenance Plan Template
          • Editing Work Rule Templates
          • Deleting Work Rule Templates
      • Creating Platform Maintenance Plans
      • Creating Platform Maintenance Plans Through APIs
        • Creating Maintenance Plan Using Apex Action
        • Creating Maintenance Plan Using the Global Method
        • Creating Maintenance Plan Using the REST API
        • Adding Assets to Maintenance Plan Using Apex Action
        • Adding Assets to Maintenance Plan Using the Global Method
        • Adding Assets to Maintenance Plan Using the REST API
    • Service Contract Plans
      • Creating Service Contract Plans
      • Applicable Contract Line Products
        • Viewing Applicable Contract Line Products
        • Creating Applicable Contract Line Products
        • Editing Applicable Contract Line Products
        • Deleting Applicable Contract Line Products
      • Entitled Service Plans
        • Viewing Entitled Service Plans
        • Creating Entitled Service Plans
        • Editing Entitled Service Plans
        • Deleting Entitled Service Plans
      • Contract Price Line Item Plans
        • Viewing Contract Price Line Item Plans
        • Creating Contract Price Line Item Plans
        • Editing Contract Price Line Item Plans
        • Deleting Contract Price Line Item Plans
        • Duplicate Logic Errors for CPLI Plans
      • Defining Maintenance Plan Templates on Service Contract Plans
        • Adding Maintenance Plan Template to Service Contract Plan
        • Viewing List of Maintenance Plan Templates in Service Contract Plan
        • Searching for Maintenance Plan Template in List View
        • Removing Maintenance Plan Template from Service Contract Plan
      • Troubleshooting and FAQ for Service Contract Plans
    • Product Service Campaigns
      • Managing Product Service Campaign Records
        • Viewing the PSC Record Details
        • Creating a PSC Record
        • Cloning a PSC Record
        • Deleting a PSC Record
      • Defining the Product Service Campaign Search
        • Bulk Loading Asset Criteria
          • Matching File Columns with Asset Fields
        • Defining the PSC Search Expression
          • Adding Asset Search Criteria
          • Adding Technical Attribute Search Criteria
        • Editing the PSC Search Criteria
        • Deleting PSC Search Criteria
      • Generating Search Results from PSC Search
        • Re-running the PSC Search
        • Viewing and Managing PSC Search Results
          • Configuring Columns in the PSC Results Table
        • Updating the Delivery Method for a Result Line
        • Adding Search Results Manually
      • Delivering Outputs from PSC Search Result
      • End-to-End Flow
    • Asset Technical Attributes
      • Technical Attributes
        • Creating Technical Attributes
        • Editing Technical Attributes
        • Cloning Technical Attributes
        • Deleting Technical Attributes
        • Viewing Where Used
        • Adding the Technical Attribute to User Groups
      • Technical Attribute Templates
        • Creating Technical Attribute Templates
          • Adding Match Values to the Template
          • Adding Technical Attribute Groups to the Template
            • Adding Technical Attributes to Technical Attribute Group
            • Managing Technical Attribute Groups in the Template
        • Cloning Technical Attribute Templates
        • Editing Technical Attribute Templates
      • Viewing Technical Attributes for an Asset
        • Updating Technical Attribute Values
        • Switching the Attribute View
        • Viewing Historical Values for a Technical Attribute
        • Viewing Historical Values for the Technical Attribute in Chart Format
        • Viewing High and Low Indicators for Technical Attributes
        • Viewing Attribute History Detail View
      • End-to-End Flow
      • User Groups
        • Creating User Groups
        • Technical Attributes User Assignment
    • Entitlement Engine Use Cases
      • Auto-Entitlement on Case Covered by Asset
      • Interactive Entitlement on Case Covered by Asset
      • Interactive Entitlement on Case with Expired Coverage
      • Interactive Entitlement on Case with No Coverage
    • Recordset Filter Criteria
      • Creating Recordset Filter Criteria
    • Renewal Insights Dashboard
      • Viewing Renewal Insights Dashboard
      • Adding Component to Dashboard
      • Editing Renewal Insights Dashboard
  • Asset 360 Console
  • Field Service Asset 360 Data Model
    • Asset Management Data Model
    • Depot Management Data Model
    • Entitlement Management Data Model
    • Maintenance Plans Data Model
    • Pricing Data Model
    • Product Service Campaign Data Model
    • Service Contract Data Model
    • Service Contract Plan Data Model
    • Warranty Management Data Model
    • Asset Technical Attributes Data Model
    • Service Requests Data Model
    • Standard Objects Used in Asset 360
      • Asset
      • Asset Warranty
      • Case
      • Content Version
      • Contract Line Item
      • Entitlement
      • Expense
      • Location
      • Maintenance Plan
      • Opportunity
      • Opportunity Product
      • Product
      • Product Consumed
      • Product Item
      • Product Request
      • Product Request Line Item
      • Product Service Campaign
      • Product Service Campaign Item
      • Return Order
      • Return Order Line Item
      • Service Contract
      • Service Resource
      • Warranty Term
      • Work Order
      • Work Order Line Item
    • Asset 360 Fields Dictionary
      • Configuration Objects
        • A360 Mobile Configuration
        • A360 Mobile Configuration Access
        • A360 Mobile Configuration Detail
        • A360 User Group
        • A360 User Group Member
        • A360 User Group Technical Attribute
        • Admin Page
        • Configuration Filter
        • Depot Finder Rule
        • Entitled Service Assignment Rule
        • Entitlement Rule
        • Entitlement Settings
        • Expression
        • Expression Based Mapping
        • Expression Based Mapping Row
        • Expression Detail
        • Hierarchy Configuration
        • Hierarchy Configuration Access
        • Hierarchy Configuration Detail
        • Hierarchy Configuration Fields
        • Integration Configuration
        • Layout
        • Layout Element
        • Layout Related Section
        • Layout Section
        • Lookup Configuration
        • Object Mapping
        • Object Mapping Detail
        • Picklist Definition
        • Pricebook Assignment Rule
        • Process Step Parameter
        • Process Wizard
        • Process Wizard Access
        • Process Wizard Step
        • Process Wizard Step Dependency
        • PSC Configuration
        • Servicemax Tag
        • SPM Event
        • Tag Definition
        • Tag Element
        • Tag Translation
        • Technical Attribute Template Match Rule
        • Timeline Configuration
        • Timeline Configuration Access
        • Timeline Configuration Detail
        • Warranty Configuration
      • Functional Objects
        • A360 Conditional Output
        • A360 Conditional Output Detail
        • A360 Maintenance Plan
        • A360 Maintenance Plan Asset
        • A360 Maintenance Plan Process
        • A360 Maintenance Work Rule
        • Applicable Contract Line Product
        • Applicable Product
        • Application Log
        • Application Setting
        • Application Setting Access
        • Application Usage Data
        • Asset Condition
        • Asset Notification
        • Asset Technical Attribute
        • Configuration Usage
        • Connected Feedback
        • Contract Authoring Log
        • Contract Price Line Item
        • Contract Price Line Item Plan
        • Entitled Service History
        • Entitled Service Plan
        • Entitlement Verification History
        • Feedback
        • Location Services
        • Maintenance Plan Authoring Log
        • Maintenance Plan Offering
        • Maintenance Plan Template
        • Maintenance Work Rule Template
        • Offered Maintenance Plan Template
        • Part Replacement
        • PSC Engine Log
        • Recent Items
        • Service Contract Plan
        • Service Request
        • ServiceMax Content
        • Step Usage Log
        • Technical Attribute
        • Technical Attribute Activity Log
        • Technical Attribute Category
        • Technical Attribute Template
        • Technical Attribute Template Item
        • Template Match Value
  • Known Issues and Limitations
    • Asset Hierarchy-Related Known Issues and Limitations
    • Asset Timeline-Related Limitations
    • Console-Related Known Issues and Limitations
    • Entitlement-Related Known Issues and Limitations
    • Flow-Related Known Issues and Limitations
    • Maintenance Plan-Related Known Issues and Limitations
    • Milestones Related Known Issues and Limitations
    • Pricing Engine-Related Known Issues and Limitations
    • Product Service Campaigns Limitations and Known Issues
    • Runtime Known Issues and Limitations
    • Service Contract-Related Known Issues and Limitations
    • Service Process Manager-Related Known Issues and Limitations
    • Technical Attribute Limitations and Known Issues
    • Translation Limitations
    • Upgrade Limitations
  • LWC Components
  • Resources
    • Reports
      • Interactive Overrule Rate
      • Paid vs. Covered WO
      • Last Consumed Date
      • Loaner Tracking
      • New Work Orders by Work Type
      • Shipment Backlog
      • Complete Time from Start to Finish
      • Time in Stage
      • This Week’s Returns
      • Pending Returns
      • Today’s Returns
      • Today’s Product Requests
      • Time Spent in Depot (by Product)
      • This Week’s Product Requests
      • Work Orders by Owner
      • Work Orders by Technician
    • Report Types
      • Product Items
      • Product Requests
      • Return Orders with Return Order Lines
      • Shipments
      • Work Orders
      • Work Orders with Appointments and Resources
      • Work Orders with Entitlement History
      • Work Orders with Milestones
      • Work Orders with Products Consumed
    • Asset 360 Page Layouts
    • Asset 360 Apex Classes
    • Asset 360 Apps
  • Appendix
    • Field Data Type Matrix
    • Asset 360 Standard Objects Whitelisted
• Asset 360 Mobile
  • Asset 360 in Field Service Mobile App
    • Getting Started with Field Service Mobile App
      • Mobile Permission Sets
    • Admin Configurations
      • Configuring Asset 360 Mobile with Managed Components
      • Configuring Mobile Permission Sets
      • Configuring Mobile Flows
        • Building Custom Flows
        • Attaching Flow to Mobile Application
      • Creating LWC Quick Action
      • Creating SPM Wizard Action in Quick Action
    • End User Capabilities
      • Accessing Asset 360 Mobile Application
      • Business Process Flows
        • Managing Asset Return
          • Adding Assets Manually for Return Process
        • Managing Opportunities
          • Managing Upsell Opportunities
          • Managing Competitor Asset Opportunities
        • Managing Asset Maintenance
          • Uploading Images to Assets
      • Managing Work Order Service Coverage
        • Selecting Work Order Service Coverage
      • Viewing Asset Service Coverage
      • Managing Return Order Service Coverage
        • Selecting Return Order Service Coverage
      • Viewing Asset Hierarchy from Work Order Record
      • Viewing Asset Hierarchy from Asset Record
      • Viewing Asset Hierarchy from Location Record
      • Viewing Asset Timeline
      • Asset Management from the Asset Hierarchy Component
        • Viewing Asset Record from Asset Hierarchy
        • Viewing Technical Attributes from Asset Hierarchy
        • Adding Technical Attributes from Asset Hierarchy
        • Adding Technical Attributes from an Asset-Referenced Object
        • Adding Child Asset from Asset Hierarchy
        • Adding Peer Asset from Asset Hierarchy
        • Cloning an Asset from Asset Hierarchy
        • Deleting Asset from Asset Hierarchy
      • Adding Technical Attributes from Asset
      • Viewing Technical Attributes from Asset
      • Submitting Issue Report and Feedback
        • Uploading Files to Issue Report
    • Known Issues and Limitations for the SFS Mobile App
    • FAQ for SFS Mobile
  • Asset 360 in Salesforce Mobile App
    • Admin Configurations
      • Configuring SPM Wizards
        • Creating SPM Wizard Action
        • Adding Object Action to Object Page Layout
        • Hiding SPM Wizard Component From Mobile Records
      • Creating Asset Hierarchy Quick Action
      • Creating Asset Timeline Quick Action
    • End User Capabilities
      • Accessing SPM Wizards Actions
        • Using Lookup Field
        • Deleting Line Items
      • Accessing Asset Hierarchy
      • Accessing Asset Timeline
    • Known Issues and Limitations for the Salesforce Mobile App
• Asset 360 Engage
  • Key Features
  • System Requirements
  • Engage Walkthrough
  • Admin Guide
    • Deploying Engage
      • Requirements
      • Prerequisites to Installing Engage
      • Installing Engage Extension Package
        • Upgrading Engage Extension Package
      • Configuring Engage Admin UI
      • Deep Links
      • Sharing Rules and Permissions
        • Sharing Files with your Customers
        • Adding Permission Sets
      • Additional Configuration
      • Configuring Appointment Access
    • Global Settings
      • Notifications Setup
        • Prerequisites for Push and SMS Notification
      • Translations
        • Configuring Messages
        • Triggering Push Notifications
        • Creating a Message
        • Viewing a Message
        • Editing a Message
        • Deleting a message
        • Creating a Translation
      • Environments
      • Troubleshooting
        • Post Install or Upgrade
        • Push Notification
        • Sharing Settings
        • Engage Login
    • Mobile App Settings
      • Branding
      • Home
        • Defining Chart Type for a Report
      • Asset
        • Action Area
        • Details
        • Records
      • Location
        • Action Area
        • Details
        • Records
      • Request
        • Creating Technician Visit
        • Creating Data Update
        • Creating Custom Requests
        • Editing a Custom Request
        • Archiving a Custom Request
        • Cloning a Custom Request
        • Deleting a Custom Request
      • Settings
    • Feature Preferences
  • User Guide
    • Engage Mobile App Walkthrough
    • Installing the App
    • Logging in to the Engage App
    • Navigation Menu
    • Overview
      • Appointments
        • Appointment Details Screen
          • Add Appointment to Calendar
        • Multi-Day and All-Day Appointments
        • Cancel Appointment
      • Quick Links
        • Finding Assets
        • Submitting a Request
          • Creating Request for Data Update
          • Creating Request for Technician Visit
      • Asset Spotlight
      • Recent Activity
    • Assets
      • Searching Assets
      • Browsing Assets
      • Searching Assets Based on Location
      • Viewing the Asset Details Screen
      • Viewing the Location Details Screen
        • Create Technician Request Visit for Location
        • Creating Data Update Request from Location
      • Viewing Tagged Assets
      • Submitting Asset Feedback
    • Requests
      • Searching Customer Requests
      • Viewing Request Detail Screen
    • Notifications
    • Settings
      • About Engage
      • Notifications
      • Help and Feedback
        • Accessing Help Portal
        • Sending App Log
        • Enabling App Analytics
        • Sending Feedback
      • Logging Out of the App
• Asset 360 Tooling
  • Configuration Migration Tool
    • Business Context
    • System Requirements
    • Compatibility with Asset 360
    • Pre-Migration Tasks
    • Migrating Configuration Items
      • Logging into the Source Org
      • Logging into the Target Org
      • Reviewing and Selecting the Dependent Items
      • Reviewing the Validation Status
      • Migrating Translations
    • Exporting Configuration Items to a File
    • Importing Configuration Items from a File
    • Post-Migration Tasks
  • Configurator
    • Running the Configurator
    • Assigning Picklist Values Manually
  • SF Command Plugins for Migration
    • Installing the SF Command Plugins
    • Retrieve Command
    • Validate Command
    • Deploy Command