AnyIty

Salesforce Applications Development

Asset Category

API Name: ITAM_App__Asset_Category__c

The Asset Category object allows for flexible classification of individual Asset Units in the IT Asset Management system. Unlike rigid type-based grouping, categories can represent purpose-driven, functional, or contextual groupings — for example: Accounting Laptop, Developer Laptop, Temporary Loaner, or High-Security Asset.

Each Asset Unit can be associated with multiple categories, enabling a multidimensional approach to organizing, tracking, and managing assets across departments, roles, use cases, or compliance needs.


🔧 Key Functionalities

  • Categorizes Asset Units based on use case, purpose, or organizational needs.
  • Supports many-to-many relationships between assets and categories.
  • Enhances reporting, filtering, and asset segmentation flexibility.
  • Useful for scenarios like role-based asset pools, cost center grouping, or audit tagging.
  • Integrated into Asset TransferSearch by category is implemented when selecting Asset Units to transfer, making it easier to find assets for specific use cases or teams.

✅ Tips & Best Practices

  • Use categories to create meaningful groupings for reporting, automation, or approvals.
  • One asset can belong to several categories — for example, a Developer Laptop might also be part of High-Security Assets.
  • Avoid excessive category overlap to maintain clarity and usability.
  • Leverage category-based search in Asset Transfers to speed up asset selection and ensure better alignment with asset use context.

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