Definition
In Salesforce Field Service and Manufacturing Cloud, a record representing a specific product that has been delivered to and set up at a customer's location, used for tracking service history, warranties, and maintenance.
Real-World Example
At their company, a platform engineer at NovaScale leverages Installed Product to enhance the organization's Salesforce footprint with additional functionality. By leveraging Installed Product, the team avoids building a custom solution from scratch, saving months of development time while gaining enterprise-grade features out of the box.
Why Installed Product Matters
In Salesforce Field Service and Manufacturing Cloud, an Installed Product is a record representing a specific product that has been delivered to and set up at a customer's location. The record tracks information like serial number, install date, warranty status, service history, location, and ownership. Installed Products are often associated with Asset records and used for tracking what's where, planning maintenance, and providing service history when technicians arrive on-site.
Installed Products are essential for any service operation that needs to know what equipment is at which location and what's been done to it over time. Without this tracking, technicians arrive without context and have to gather information on the spot. With it, they see the full service history before they start, can verify warranty coverage, and have everything they need to do the job efficiently. The data also feeds into preventive maintenance scheduling, warranty claim management, and product lifecycle analytics.
How Organizations Use Installed Product
- •NovaScale Field Services — Tracks Installed Products at every customer location with serial numbers, install dates, and full service history. Technicians arrive with complete context.
- •TerraForm Tech — Uses Installed Products to drive preventive maintenance scheduling, automatically creating service appointments based on usage and age.
- •BrightEdge Solutions — Combines Installed Products with warranty management so warranty claims are automatically validated against the install date and warranty terms.