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          Method 1: Generate Assets from Historical Orders

          Method 1: Generate Assets from Historical Orders

          The recommended method for asset data migration to Revenue Management is to create, backdate, and activate historical initial-sale orders. With this method, the system generates asset data through standard Revenue Management flows, ensuring the highest level of data integrity.

          • Maintain Data Integrity with Historical Order Migration
            Generate assets from historical orders to establish a precise transactional lineage that ensures accurate calculations for future amendments, renewals, and cancellations. This approach uses standard Revenue Management flows to minimize manual record creation while maintaining stable, reconcilable data across the asset lifecycle.
          • Create Orders and Related Records
            Use the composite API to create multiple Order records and related records, including App Usage Assignment, Order Action, Order Item, Order Item Relationship records.
          • Create Assets for Orders
            After you create the necessary orders, use a Salesforce Flow to automatically generate the corresponding assets.
           
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          Salesforce Help | Article