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Lifecycle Management Fields on Assets in Salesforce Billing
Lifecycle-managed assets have fields for recording asset lifecycle–related information and financial values. You can’t delete lifecycle-managed asset records. (Salesforce Billing Managed Package)
Required Editions
| Available in Lightning Experience in Professional, Enterprise, Unlimited, and Developer Editions with Salesforce CPQ Plus and Salesforce Billing |
- Account
- The account related to the asset. This field can’t have a lookup to a contact.
- Current Amount
- Reserved for future use.
- Current Lifecycle End Date
- Represents the end of the period shown as current in the dashboard and related pages. System-populated field inherited from the end date of the current asset state period. If that field is empty, as with an evergreen subscription, the Current Lifecycle End Date field is also empty.
- Current Monthly Recurring Revenue
- The asset’s monthly recurring revenue during the current asset state period. System-populated field inherited from the monthly recurring revenue on the current asset state period. If no asset state period is current, the value is 0.
- Current Quantity
- The asset’s quantity during the current asset state period. System-populated field inherited from the quantity on the current asset state period. If no asset state period is current, the value is 0.
- Lifecycle-Managed Asset
- Marked True when the system generates a lifecycle-managed asset. You can’t switch an asset to a lifecycle-managed asset or the reverse. This field is system populated.
- Invoice Line Balance
- The sum of the Balance fields on the posted invoice lines related to the asset.
- ISO Currency
- If multiple currencies are enabled, represents the currency of the asset, asset action, asset action source, and asset state period. Inherited from the currency defined when the asset is created. The currency used for transactional records such as order products and work orders can differ from the currency on a lifecycle-managed asset. This field can’t be edited.
- Lifecycle End Date
- Represents the end of the asset’s lifecycle. System-populated field inherited from the end date of the final asset state period. If that field is empty, as with an evergreen subscription, the lifecycle has no end date.
- Lifecycle Start Date
- Represents the beginning of the asset’s lifecycle. System-populated field inherited from the start date of the earliest asset state period. This field can’t be edited. When a new asset action affects the start date of an asset state period, the period is deleted and a new one is generated.
- Product
- The product related to the asset.
- Total Lifecycle Amount
- The total of a lifecycle-managed asset across its initial sale, amendments, renewals, and other changes. As of Spring ’21, the field is populated on all lifecycle-managed assets. On other assets, it’s null.
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