Installed Product
An Installed Product in Salesforce is a record representing a physical or licensed item that a customer has acquired and that is installed, activated, or deployed at a specific location.
Definition
An Installed Product in Salesforce is a record representing a physical or licensed item that a customer has acquired and that is installed, activated, or deployed at a specific location. The concept appears in Field Service (the InstalledProduct standard object lets technicians know what equipment lives at a service location), in Manufacturing Cloud, in Communications Cloud (where Installed Products track the network equipment a telco customer uses), and in the broader Salesforce Industries Common Data Model. Installed Products link a Product (the catalog item) to an Account (the customer) and often to a specific Service Territory or Location.
The object exists because Service Cloud''s base Asset object historically conflated several concepts: the item itself, where it lives, when it was installed, who maintains it, and what work has been done on it. Installed Product cleans this up by separating the installed instance (location, install date, serial number, status) from the catalog product. Field Service technicians use it to plan maintenance routes; Manufacturing Cloud uses it to track customer-deployed equipment; Communications Cloud uses it for telco inventory. The newer Industries data model treats InstalledProduct as a first-class object, distinct from Asset.
Where Installed Product fits across Salesforce products
Field Service and Installed Product
Field Service uses InstalledProduct to track equipment at customer locations. Each record links a Product to a Service Territory (where the equipment lives) and to a customer Account. Service Appointments reference Installed Products to tell the dispatched technician exactly which unit needs work. The model supports parent-child hierarchies (a heating system with multiple components, each tracked as an Installed Product) for complex equipment.
Manufacturing Cloud and product registration
Manufacturing Cloud uses Installed Products to track equipment customers have deployed in the field. The Sales Agreement and Account Forecast features can reference Installed Products to estimate future replacement parts, service revenue, and customer health. The Installed Product becomes a source-of-truth for customer-deployed assets.
Communications Cloud usage
Telco implementations on Salesforce use Installed Products to represent the modems, routers, and set-top boxes deployed at subscriber homes. Each record links to the Subscriber Account, the Service Territory, the Activation Date, and the Subscription. Field Service workflows for telco rely on these records to plan technician visits and to record completed work.
Asset vs. Installed Product distinction
The Asset standard object predates Installed Product. Asset stores customer-acquired items with attributes like purchase date, serial number, and status. Installed Product is the newer model that adds location, hierarchy, and tighter Field Service integration. Some orgs use Asset; others use Installed Product; modern Industries implementations prefer Installed Product for the additional structure.
Hierarchy and parent-child relationships
Installed Products support parent-child relationships via the Parent Installed Product lookup. This lets a HVAC unit (parent) track its components (child Installed Products: compressor, condenser, evaporator) as separate records. Reports on the parent surface the full hierarchy; service appointments target the specific component.
Integration with maintenance plans
Field Service Maintenance Plans reference Installed Products to schedule recurring preventive maintenance. The Maintenance Plan defines the cadence (quarterly, annually); the Installed Product defines the target. The platform generates Maintenance Work Orders against each Installed Product based on the plan.
Reporting and customer 360
Build reports joining InstalledProduct to Account, Product, ServiceContract, and WorkOrder. The result is a customer 360 view: every Installed Product they own, the warranty status, the maintenance history, and the upcoming scheduled work. This is the data customer success teams use to drive renewal and expansion conversations.
Configure Installed Products in Field Service
Field Service ships Installed Product as a standard object once Field Service is enabled. The configuration work is page layouts and data import.
- Enable Field Service
Setup, Field Service Settings, enable. Confirm Installed Product is available in Object Manager after enablement.
- Configure page layout and FLS
Setup, Object Manager, Installed Product, set up the page layout, list views, and field-level security for the relevant profiles.
- Import existing equipment data
Use Data Loader to bulk-load Installed Products from the customer''s ERP or installation database. Match on serial number for upserts.
- Link to Service Territories and Accounts
Each Installed Product needs the Service Territory (where it physically lives) and the Account (which customer owns it). Populate these during import.
- Set up Maintenance Plans
Setup, Maintenance Plans, create plans linked to Installed Products. The plan defines the cadence; Salesforce generates Work Orders automatically.
- Build customer 360 reports
Build report types joining InstalledProduct to Account, Product, and WorkOrder. Surface them on customer-account dashboards for service and customer-success teams.
- Asset and Installed Product overlap in scope but are different objects. Picking one as the source of truth at project start avoids data duplication and confusion later.
- Parent-child hierarchies on Installed Product are not deeply nested by default. Multi-level hierarchies require custom configuration.
- Maintenance Plans only generate Work Orders for active Installed Products. Deactivating an Installed Product stops the maintenance schedule but leaves historical Work Orders intact.
- Installed Product is a Field Service-licensed object. Orgs without Field Service licenses cannot use it natively.
Trust & references
Cross-checked against the following references.
- Field Service Installed ProductsSalesforce Help
- InstalledProduct ObjectSalesforce Developers
Straight from the source - Salesforce's reference material on Installed Product.
- Maintenance PlansSalesforce Help
About the Author
Dipojjal Chakrabarti is a B2C Solution Architect with 29 Salesforce certifications and over 13 years in the Salesforce ecosystem. He runs salesforcedictionary.com to help admins, developers, architects, and cert/interview candidates sharpen their fundamentals. More about Dipojjal.
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