Enable the Assets Subtab in Accounts

You can expose the Assets subtab list in the Accounts pages to give salespeople the ability to associate an asset with an account. You must expose asset fields on the Accounts pages to display the asset information for the account.

By default, the Assets subtab doesn't appear in the Accounts pages.

Note: You also can expose a subtab for Installed Base Assets (part of Oracle SCM) in accounts. This is a separate configuration, not part of CRM Assets. Therefore, Installed Base Assets won't show in the Assets subtab. Instead, you need to expose the Installed Base Assets subtab using Application Composer.

Here's how to expose the Assets subtab list in the Edit Account page:

1. Activate a sandbox.

2. Navigate to Application Composer, in the Configuration category.

3. Select Sales.

4. In the navigation tree, expand Standard Objects, expand Account, and click Pages.

5. Ensure that the Application Pages tab is selected.

6. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

7. Type a new layout name and click Save and Edit. The Details Layout page appears.

8. In the Subtabs Region, click the Hide, Show, or Reorder Subtabs icon.

   The Configure Subtabs dialog box appears.

9. Move Assets from the Available Subtabs to the Selected Subtabs window.

10. Click OK.

11. Back in the Details Layout page, click Done.

12. Be sure that the layout status for your user-defined layout is Active.

13. Test the changes: Navigate to Sales > Accounts as a user with access to the assets pages, for example, as a salesperson. Edit an account and ensure you can see the Assets subtab in the Edit Account page.

14. Publish the sandbox.

For more information, see the Configuring Applications Using Application Composer guide.