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Asset Action Object and Fields in Salesforce Billing
An asset action represents a change made to a lifecycle-managed asset. The fields can’t be edited and the records can’t be deleted. (Salesforce Billing Managed Package)
Required Editions
| Available in Lightning Experience in Professional, Enterprise, Unlimited, and Developer Editions with Salesforce CPQ Plus and Salesforce Billing |
- Action Date
- The date when an asset action change is recorded. This date can differ from the start date of the related asset state period. For example, suppose that a customer cancels a subscription in June (action date of the asset action). The cancellation’s effective date (start date of the asset state period) can be in October.
- Amount
- The delta in the total asset amount resulting from an asset action.
- Asset
- The related lifecycle-managed asset.
- Business Category
- The business category of the asset action, for use in reporting. Asset action totals
are broken out by the picklist values on this required field, and those totals are in
turn reflected on assets. The following categories are available. They aren’t customizable.
- Initial Sale
- Upsells
- Downsells
- Cancellations
- Terms And Conditions Changes
- Renewals
- Other
- Category (Deprecated)
- A category to apply to the asset action. In your layouts and reports, replace this
optional picklist with the required Business Category picklist. The following categories
are available.
Warning To avoid issues with asset lifecycle management, don’t add, edit, replace, delete, or deactivate this picklist’s values. They must remain identical to the Business Category picklist values.- Initial Sale
- Upsells
- Downsells
- Cross-Sells
- Cancellations
- Transfers
- Terms And Conditions Changes
- Renewals
- Other
- Change in Actual Tax
- Rollup of actual tax from all asset action sources. This field is populated by the system.
- Change in Adjustment Amount
- Rollup of adjustment amount from all asset action sources. This field is populated by the system.
- Change in Estimated Tax
- Rollup of estimated tax from all asset action sources. This field is populated by the system.
- Change in Monthly Recurring Revenue
- The delta in the asset’s MRR resulting from an asset action. For example, suppose that the MRR during an asset state period is $200 and the next asset action adds $100. This field’s value is $100.
- Change in Product Amount
- Rollup of product amount from all asset action sources. This field is populated by the system.
- Change in Quantity
- The delta in the asset quantity resulting from an asset action. For example, suppose that the asset quantity during an asset state period is 20 and the next asset action adds 10. This field’s value is 10.
- Change in Subtotal
- Rollup of subtotal from all asset action sources. This field is populated by the system.
- Total Amount
- The sum of the current and previous asset action amount. This field is populated by the system.
- Total Cancellations Amount
- The sum of current and previous asset action amounts categorized as Cancellations. This field is populated by the system.
- Total Cross-Sells Amount
- The sum of current and previous asset action amounts categorized as Cross-Sells. This field is populated by the system.
- Total Downsells Amount
- The sum of current and previous asset action amounts categorized as Downsells. This field is populated by the system.
- Total Initial Sale Amount
- The sum of current and previous asset action amounts categorized as Initial Sale. This field is populated by the system.
- Total Monthly Recurring Revenue
- The sum of the MRR for the current and previous asset action. This field is populated by the system.
- Total Other Amount
- The sum of current and previous asset action amounts categorized as Other Amount. This field is populated by the system.
- Total Quantity
- The sum of the changes in quantity for the current and previous asset action. This field is populated by the system.
- Total Renewals Amount
- The sum of current and previous asset action amounts categorized as Renewals. This field is populated by the system.
- Total Terms and Conditions Changes Amount
- The sum of current and previous asset action amounts categorized as Terms and Conditions Changes. This field is populated by the system.
- Total Transfers Amount
- The sum of current and previous asset action amounts categorized as Transfers. This field is populated by the system.
- Total Upsells Amount
- The sum of current and previous asset action amounts categorized as Upsells. This field is populated by the system.
- Type
- The REST API used to generate the asset action. This field is system populated.
Possible values are:
- Generate
- Change
- Cancel
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