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Asset Management Starter Data Kit for Connected Assets
Get a head start in your Data Cloud implementation for Connected Assets by installing the Asset Management Starter data kit. The data kit includes preconfigured data streams and calculated insights that help you unify and analyze data related to asset revenue and services. Install the data kit in your org, deploy the data streams, and activate the calculated insights.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, and Media Cloud. View edition availability. |
Data Kit Installation
To start using the predefined data streams and calculated insights, install the Asset Management Starter Data Kit package. Ensure that you’re logged into the Salesforce org where you want to install the package, and use this installation URL to install the data kit: https://sf-industries.my.salesforce-sites.com/assetmanagementstarterdk.
To verify that the package is installed, in Setup, go to Installed Packages and look for the name of the package. After the installation, deploy the data streams that you need from the data kit. Also, create and activate the calculated insights from the installed data kit in Data Cloud.
Data Streams in the Data Kit
Data streams map data model objects in Data Cloud to objects in your Salesforce org. The Asset Management Starter data kit contains predefined data streams for data model objects, such as Asset, Account, Case, Product, Work Order, and Order. The fields on the data model objects are mapped to the corresponding fields on the source objects in your Salesforce org. You can map other fields as necessary, or delete the mappings that you don’t use.
Calculated Insights in the Data Kit
Calculated insights are metrics created by using complex calculations that aggregate data based on numerous factors. Sales and service managers can use these calculated insights to focus on high revenue-generating assets and optimize scheduled maintenance of assets.
Review the calculated insights that are included in the Asset Management Starter data kit.
| Calculated Insight | Description |
|---|---|
| Asset Lifetime Revenue | This insight calculates the lifetime revenue that a manufacturer generates from all sales and service activities related to an asset. The lifetime revenue for an asset is calculated by aggregating the revenue generated from the direct orders and work orders related to the asset. This calculated insight derives revenue values from the asset revenue components and aggregates the results by asset. Sales and service managers can use this calculated insight to make informed decisions about asset management, pricing strategies, and resource allocation. |
| Asset Revenue Components | This insight calculates the revenue for an asset from different revenue streams. This calculated insight aggregates information from the Asset Revenue From Direct Sales and the Asset Revenue From Services calculated insights, and groups the results by account and asset. Sales and service managers can use this calculated insight to understand the revenue generated for an asset from each revenue stream. |
| Asset Revenue From Direct Sales | This insight calculates the lifetime revenue that a company generates from direct orders for a specific asset. This calculated insight aggregates revenue from sales orders for an asset. Sales managers can use this calculated insight to optimize sales performance and maximize revenue from orders. |
| Asset Revenue From Services | This insight calculates the lifetime revenue that a company generates from services, repairs, and maintenance activities performed on a specific asset. This calculated insight aggregates revenue from work orders for an asset. Sales and service managers can use this calculated insight to analyze the profitability of asset services and improve service strategies. |
| Count Of Closed Cases By Asset | This insight calculates all the cases that are in Closed status for an asset. Service managers can use this calculated insight to monitor the resolution of cases related to specific assets. |
| Count Of Closed Cases By Customer | This insight calculates all cases that are in Closed status for an account. Service managers can use this calculated insight to track the progress and resolution of customer issues. |
| Count Of Open Cases By Asset | This insight calculates all the open cases for an asset. Service managers can use this calculated insight to prioritize assets with a high number of open cases. |
| Count Of Open Cases By Customer | This insight calculates all the open cases for an account. Service managers can use this calculated insight to focus on resolving open cases for high-value customers or customers with the most urgent issues. |
| Count Of Total Cases By Asset | This insight calculates the total number of cases for an asset. This calculated insight considers cases in all statuses. Service managers can use this calculated insight to understand the overall asset performance and customer satisfaction for the asset. |
| Count Of Total Cases By Customer | This insight calculates the total number of cases for an account. This calculated insight considers cases in all statuses. Service managers can use this calculated insight to gauge the level of customer satisfaction and identity trends in customer issues. |
| Customer Lifetime Revenue From Assets | This insight calculates the lifetime revenue that a company generates from the sale and service of assets for a specific account. This calculated insight aggregates the lifetime revenue from the assets purchased by the account. It also aggregates the service and maintenance activities performed on the assets that the customer owns. Sales and service managers can use this calculated insight to analyze the long-term revenue potential for a customer and identify opportunities to upsell and cross-sell products and services. |
