Rolling up assets on an Account


Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.


Salesforce won't allow you to rollup information from assets to account without coding.


When Assets are used in Salesforce, you could have a checkbox or other target fields populated on the account record to indicate what asset has has been deployed to an account.

  1. Rollup the information on the Asset object to the Account page via Text rollup. You could then reference this information in a formula field elsewhere in the system such as on the campaign member object via the contact -> account relationship.
  2. You can then create a campaign member based report or view this info on the campaign member record page to help sales reps who are following up on events/seminars to see what assets a customer has. 
Tags: Account, Asset, TEXT
Opportunity Contact Role Validation Rollup Helper Use Case Library Display/Update Opportunity Amount from Products, Quotes, or Other Custom Objects
Chat Offline
Contact Us Here