Table: salesforce_asset - Query Salesforce Assets using SQL

Salesforce Assets are items that a company has sold, such as products or services. These assets are associated with a customer's account and can be used to track items like warranty or service information. Assets in Salesforce provide a comprehensive view of customers' purchased products, helping businesses understand their customers' needs and provide better service.

Table Usage Guide

The salesforce_asset table enables users to gain insights into the assets associated with specific accounts in Salesforce. As a sales or customer service professional, you can utilize this table to track detailed information about sold products or services, including their purchase dates, values, and statuses. This information can be beneficial in understanding customer trends, managing warranties, and improving overall customer service.

Important Notes

If the naming_convention configuration argument is set to api_native, please see API Native Examples.

Examples

Basic info

This example helps you understand the basic details of your assets in Salesforce, such as their ID, name, price, status, and quantity. It's useful for getting a quick overview of your assets and their associated contacts, which can aid in tracking asset performance and managing resources.

select
  id,
  name,
  price,
  status,
  asset_level,
  contact_id,
  quantity
from
  salesforce_asset;

select
  id,
  name,
  price,
  status,
  asset_level,
  contact_id,
  quantity
from
  salesforce_asset;

API Native Examples

If the naming_convention config argument is set to api_native, the table and column names will match Salesforce naming conventions.

Basic info (with API Native naming convention)

Determine the areas in which your assets are allocated by assessing their price, quantity, and status. This can help you manage your resources more effectively and identify areas for potential improvement.

select
  "ID",
  "Name",
  "Price",
  "Status",
  "Quantity"
from
  "Asset";

select
  "ID",
  "Name",
  "Price",
  "Status",
  "Quantity"
from
  "Asset";

List shipped assets

Explore which assets have been shipped to manage inventory and ensure accurate tracking of asset movement. This is particularly useful for businesses to keep track of their resources and improve their asset management strategies.

select
  "ID",
  "Name",
  "Price",
  "Status",
  "Quantity"
from
  "Asset"
where
  "Status" = 'Shipped';

select
  "ID",
  "Name",
  "Price",
  "Status",
  "Quantity"
from
  "Asset"
where
  "Status" = 'Shipped';

List internal assets

Analyze your company's internal assets to gain insights into their status, quantity, and value. This can help in better resource allocation and financial planning.

select
  "ID",
  "Name",
  "Price",
  "Status",
  "Quantity"
from
  "Asset"
where
  "IsInternal";

select
  "ID",
  "Name",
  "Price",
  "Status",
  "Quantity"
from
  "Asset"
where
  "IsInternal";

Schema for salesforce_asset

Name	Type	Description
_ctx	jsonb	Steampipe context in JSON form, e.g. connection_name.
account_id	text	ID of the Account associated with this asset.
asset_level	bigint	The asset's position in an asset hierarchy. If the asset has no parent or child assets, its level is 1.
asset_provided_by_id	text	The account that provided the asset, typically a manufacturer.
asset_serviced_by_id	text	The account in charge of servicing the asset.
contact_id	text	ID of the Contact associated with this asset.
created_by_id	text	The id of the user who created the asset.
created_date	timestamp with time zone	Date and time of the creation of the price book record.
description	text	Description of the asset.
id	text	Unique identifier of the product in asset.
install_date	timestamp with time zone	Date when the asset was installed.
is_competitor_product	boolean	Indicates whether this Asset represents a product sold by a competitor (true) or not (false).
is_deleted	boolean	The Deleted.
is_internal	boolean	Indicates that the asset is produced or used internally (true) or not (false). Default value is false.
last_modified_by_id	text	The Last Modified By ID.
last_modified_date	timestamp with time zone	The Last Modified Date.
last_referenced_date	timestamp with time zone	The date and time that the asset was last modified.
last_viewed_date	timestamp with time zone	The date and time that the asset was last viewed.
name	text	Name of the asset.
owner_id	text	The asset's owner. By default, the asset owner is the user who created the asset record.
parent_id	text	The asset's parent asset.
price	double precision	Price paid for this asset.
product_2_id	text	ID of the Product2 associated with this asset. Must be a valid Product2 ID.
product_code	text	The product code of the related product.
purchase_date	timestamp with time zone	Date on which this asset was purchased.
quantity	double precision	Quantity purchased or installed.
root_asset_id	text	The top-level asset in an asset hierarchy. Depending on where an asset lies in the hierarchy, its root could be the same as its parent.
serial_number	text	Serial number for this asset.
status	text	Customizable picklist of values. The default picklist includes the following values: Purchased, Shipped, Installed, Registered, Obsolete.
stock_keeping_unit	text	The SKU assigned to the related product.
system_modstamp	timestamp with time zone	The System Modstamp.
usage_end_date	timestamp with time zone	Date when usage for this asset ends or expires.

Export

This table is available as a standalone Exporter CLI. Steampipe exporters are stand-alone binaries that allow you to extract data using Steampipe plugins without a database.

You can download the tarball for your platform from the Releases page, but it is simplest to install them with the steampipe_export_installer.sh script:

/bin/sh -c "$(curl -fsSL https://steampipe.io/install/export.sh)" -- salesforce

You can pass the configuration to the command with the --config argument:

steampipe_export_salesforce --config '<your_config>' salesforce_asset