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          Specialized Asset Considerations

          Specialized Asset Considerations

          Agentforce Revenue Management allows you to modify assets with scheduled future transactions, such as upsells, renewals, or swaps, by using specific amendment types. Sales reps can meet precise contract requirements and manage global subscriptions by using exact time zone precision to establish accurate asset state periods. Additionally, users can negotiate and track changes to catalog or negotiated rates and grants through an asset-level audit trail during amendments and renewals

          • Usage-Based Assets
            Learn how usage-based products enable flexible rate and grant negotiations throughout an asset's lifecycle. This understanding is essential for successfully managing usage resources before you begin amendment or renewal tasks.
          • Future-Dated Changes
            To adjust assets that have scheduled future transactions, such as upsells, downsells, renewals, transfers, swaps, or attribute changes, use the Managed Asset viewer. This process updates assets that have more than one subsequent future-dated change recorded as an asset state period (ASP).
           
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          Salesforce Help | Article