Skip to main content

Hi there, we'd like to be able to track assets like technology and other purchases used internally i.e. not for sale. We'd like to record things like purchase date, serial numbers, and the vendor.

 

It seems that the Assets object isn't used for this kind of record keeping.

 

Is there a best practice, app you use, or solution for a place to house this information?

 

#Salesforce Admin #Nonprofit

6 respuestas
  1. 25 feb 2022, 13:27

    It depends on the complexity of the data you are wanting to store.  If this is simply a case of storing the Asset with a Purchase Date, Invoice No., Supplier, Value etc., then creating your own Custom Object(s) would be the easiest solution.  If you have a more complex scenario, bordering on Accounting, an App like this that has a Discount for Non-Profits might help: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000004czBREAY

0/9000