Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Automate Asset Creation from Orders

            You are here:

            1. Salesforce Help
            2. Docs
            3. Revenue Cloud

            Automate Asset Creation from Orders

            To ensure assets related to an order remain current, use flows to create and update them. When you activate Revenue Cloud orders, create a record-triggered flow that invokes the Create or Update Asset from Order flow action. Customize the flow or add more conditions to perform other actions.

            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 open, edit, or create a flow in Flow Builder: Manage Flow
            To activate object state definitions: Assetize Order permission set
            A screenshot of the order to asset flow.

            Create a Record-Triggered Flow

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Select Record-Triggered Flow and click Create.
            4. Select Order as the object.
            5. Select A record is updated for the trigger configuration.
            6. In the Set Entry Conditions section, specify these details.
              • Condition Requirements: All Conditions Are Met (AND)
              • Field: Status
              • Operator: Equals
              • Value: Activated

            Configure Application Usage Type Assignment Records

            1. Click Add element.
            2. Find and select Get Records.
            3. Enter Get Application Usage Type for the label and Get_Application_Usage_Type for the API name.
            4. Select Application Usage Assignment as the object.
            5. Add these filter conditions.
              • Field: RecordId
              • Operator: Equals
              • Value: {!$Record.Id}
            6. Click Add Condition and specify these filter conditions.
              • Field: AppUsageType
              • Operator: Equals
              • Value: RevenueLifecycleManagement
            7. Select Choose fields and assign variables (advanced).
            8. In the Record field, select New Resource.
            9. Specify these details for the new resource.
              • Resource Type: Variable
              • API Name: ApplicationUsageAssignmentRecord
              • Data Type: Record
              • Object: Application Usage Assignment
            10. Click Done.

            Add a Decision to Check for Revenue Cloud Records

            1. Click Add element.
            2. Find and select Decision.
            3. Enter Revenue Lifecycle Management Record? for the label and Is_Revenue_Lifecycle_Management_Record for the API name.
            4. Specify these outcome details.
              • Label: Revenue Lifecycle Management Record
              • API Name: Revenue_Lifecycle_Management_Record
              • Condition Requirements: All Conditions Are Met (AND)
              • Resource: {!ApplicationUsageTypeRecord.Id}
              • Operator: Does Not Equal
              • Value: {!$GlobalConstant.EmptyString}

            Add an Action to Create or Update an Asset

            1. Click Add element in the Revenue Lifecycle Management Record branch.
            2. Find and select Action.
            3. Specify these action details.
              • Action: Create or Update Asset from Order
              • Label: Invoke Order to Asset Action
              • API Name: Invoke_Order_to_Asset_Action
              • Order ID: {$Record.Id}
            4. Click Done.
            5. Save your changes.
            6. Enter a label and API name for the flow and save again.
            7. Activate the flow.
             
            Loading
            Salesforce Help | Article