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Set Up Asset Management in Agentforce Revenue Management
Set up features that provide your sales reps and partners with the capabilities to efficiently manage assets.
- Add the Managed Asset Viewer Page Layouts
To view a consolidated list of lifecycle-managed assets, add the Managed Asset Viewer to your account and contract record pages. The Managed Asset Viewer shows standalone and bundled assets. Users expand bundled assets to view the bundle hierarchy and edit data within the viewer or through a side panel. - Automate Asset Creation from Orders
To ensure assets related to an order remain current, use flows to create and update them. When you activate Agentforce Revenue Management orders, create a record-triggered flow that invokes the Create or Update Asset from Order flow action. Customize the flow or add more conditions to perform other actions. - Set Up Asset Lifecycle Flows
To streamline asset management through their lifecycle and optimize revenue, select a default flow for your assets from the Revenue Settings page. Adding an amend, renew, and cancel flow saves time and money by automating the transition of products through different lifecycle stages. - Asset Renewal Automation Templates
Prebuilt flow templates automatically create renewal opportunities for forecasting and renewing assets. Customize these templates to meet specific business needs before activation.
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