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For the complete list of packaged fields, refer Installed Product.
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Field
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Description
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Product
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Name of the product. This is a lookup to an existing Salesforce Product record.
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Serial/Lot Number
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Unique identification of the product. This information is required if the product's tracking is Serialized or Lot/Batch tracked in the product record.
Ensure that the field value is unique.
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Parent
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Serial/Lot number of the parent product in the Installed Product hierarchy. This is a lookup to an existing Installed Product record.
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Parent Product
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This appears automatically when a parent serial/lot number is selected and is read-only.
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Top-level
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Serial/Lot number of the top-most product in the Installed Product hierarchy.
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Top-level Product
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This appears automatically when the top-level serial/lot number is selected and is read-only.
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Asset Tag
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Another way to identify the Installed Product. Typically asset tags are assigned by your customers. This will be a time saver when your customer calls for support and identifies the product by their asset tag instead of trying to locate your serial number on the product.
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Account/Company
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Name of the customer for the Installed Product. This is a lookup to an existing Salesforce Account record.
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Contact
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Name of the primary contact for this Installed Product at the customer’s location. This is a lookup to an existing Salesforce Contact record.
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Alternate Account
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Free text to indicate if another contact is involved with this product but is not an existing customer record.
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Distributor Account
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Name of the distributor account (if applicable).
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Distributor Contact
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Name of the distributor contact (if applicable).
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Sales Order Number
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Sales order reference (typically from the ERP application).
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Status
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Current status of the Installed Product.
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Date Ordered
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Date on which the product is ordered by the customer.
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Date Shipped
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Date on which the product was shipped to the customer originally.
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Last Date Shipped
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If this product was shipped multiple times, date of the most recent shipment. Multiple shipments are possible if the product is returned for depot repair or service.
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Date Installed
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Date on which the product was installed at the customer location.
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Location
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Current physical location of the product. This is a lookup to an existing Location record.
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Street
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"Street" part of the physical location address.
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City
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"City" part of the physical location address.
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State
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"State" part of the physical location address.
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Zip
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"Zip or Postal Code" part of the physical location address.
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Country
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"Country" part of the physical location address.
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Installation Notes
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Any technical information relevant for the service organization. This is normally supplied by field service engineers upon completion of installation.
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Latitude
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Geographical code for this Installed Product’s address. This is calculated automatically using the Validate Address feature.
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Longitude
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Geographical code for this Installed Product’s address. This is calculated automatically using the Validate Address feature.
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Preferred Technician
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Name of the technician. This is a lookup to an existing ServiceMax Technician/Equipment record.
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Access Hours
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Time period during which this installed product can be accessed for service. Reference to an existing Business Hours record in Salesforce.
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