Add Lifecycle Management Components to the Asset Layout
Configure Customer Asset Lifecycle Management components so that reps see the dashboard.
The dashboard consists of asset summary cards and
charts. (Salesforce Billing Managed Package)
Required Editions
Available in Lightning Experience in Professional, Enterprise, Unlimited, and
Developer Editions with
Salesforce CPQ Plus
and Salesforce Billing
Add the components Asset Summary (1) and Asset State Period Chart for quantity and monthly
recurring revenue (MRR) (2 and 3) to the asset page layout.
In Setup, in the Object Manager, find Asset. Click
Lightning Record Pages, and create or open a layout.
Display the summary cards by dragging the Asset Summary component into the
layout.
You can hide individual cards using field-level security. The Asset Summary component
can’t be otherwise customized.
Display the two charts by dragging the Asset State Period Chart component into the layout
twice.
Select the first chart you dragged into the layout. In the Page sidebar, under Field to
Display, select Quantity.
Select the second chart you dragged into the layout. In the Page sidebar, under Field to
Display, select Monthly Recurring Revenue.
On assets that aren’t lifecycle-managed, Customer Asset Lifecycle Management components
still appear, but without data. To hide each component on those assets, under Set Component
Visibility, add a filter with the following values.
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