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
Help Downloads
Patch Release Notes
April 2025 Patch
March 2025 Hotfix
December 2024 Patch
October 2024 Patch
July 2024 Patch
May 2024 Patch
April 2024 Patch
January 2024 Patch
Salesforce Release Updates
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
Asset 360 Release Information
Deploy Command
FeaturesAndEnhancements-82DF6B8B
StandardObjectsPermissions-296039FE
CustomObjectsPermissions-29609909
ApexClassesPermissions-2964AFE0
PageLayoutsPermissions-2964BE2E
FlowsPermissions-2964C9FC
LightningWebComponentsLWCsPermissio-29D35536
AppsPermissions-2964DEEC
AssetHierarchyUseCases-9C62CBAF
AssetTimelineUseCases-9C631B22
RecordTypes-989820D6
Asset-basedRequest-2BF14405