WeDid: Custom Asset Servicing Process

Challenges: This company provides energy storage solutions, devices and maintenance and they are currently looking for a solution that will be able to handle the following: Tracking of installed devices at their end users’ sites. Currently,  all important details including serial numbers, installation locations, installation dates and statuses are being kept in a spreadsheet. Tracking…

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WeDid:Asset Rental Automation

Challenges An Art Investment company build a portfolio for their investors and rent it out on behalf of them. In order to build the portfolio, different art pieces will be included. The cost/margin of each art piece needs to be calculated. The rental price of each art piece will require calculation too. All calculations are…

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Salesforce Tips: Using the Asset Object

Asset object in Salesforce is designed to store an item that is previously sold to a customer. If you are planning to use the Asset object, you should consider of the following: An asset record MUST be associated with an Account or a Contact. You can’t create an orphan record. You can’t create a tab…

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