Manage Assets in Agentforce Revenue Management

To track and oversee your purchased products, use the Assets tab on account and contract pages to view and edit asset records. From this centralized view, you can perform essential lifecycle tasks like changing renewal terms or enabling auto-renewal. Transaction Management copies the auto-renewal status to subsequent stages, such as copying the status from a contract's assets to corresponding quote line items.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled

User Permissions Needed
To view accounts:	View on Account
To view contracts:	View on Contract
To manage assets and use the Managed Asset Viewer component:	Read, Create, Edit, and Delete on Assets

Review the asset state period and specific asset actions to understand the history and the current status of your products.

Note Selecting the checkbox in the Managed Assets header selects only the currently loaded assets.

1. From the App Launcher, find and select Accounts or Contracts.
2. Select a record.
3. Open the Assets tab.
4. To open the side panel and view asset details, click an asset name.
5. To edit an asset, click corresponding to the asset, and then clickEdit.
6. Edit the fields and save your changes.
7. To see the asset state period and asset actions, click corresponding to the asset, and then click View.

For more information, see How Lifecycle Management Works