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            Actionable Telematics Framework for Connected Assets

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            Actionable Telematics Framework for Connected Assets

            The actionable event orchestration framework empowers companies to build sophisticated orchestrations for processing event data generated from assets and take actions in Salesforce. Design orchestration processes that respond to key asset events, such as sensor faults, high ambient temperatures, and battery failures, by setting rules and conditions. After the asset sends the event data, the framework determines the orchestration process to execute. Use these orchestrations to create and update records, including work orders, asset milestones, cases, milestones, and record alerts. Service teams monitor these records in real time and take the required actions, such as offering assistance to customers and performing on-site services.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, and Media Cloud. View edition availability.

            External systems store extensive telemetry, operational, performance, service, geospatial, and other forms of data for assets. This data is generated from asset sensors and Internet of Things (IoT) systems, and made available to downstream systems such as Salesforce. Use the actionable event orchestration framework to process a subset of the event data in Salesforce. The framework uses expression sets or flows to take actions such as creating cases, work orders, and record alerts, or to trigger more complex business workflows.

            Get event data into Salesforce by publishing platform events or by using an API. Define the types of the events that you receive. Build orchestrations that execute based on the types of the events.

            • Actionable Event Orchestration Setup Workflow for Connected Assets
              Enable connected services and related features for assets in Salesforce, and assign the required permissions to users. Work with your integrations team to connect your telematics provider with Salesforce via MuleSoft or any other service of your choice. Get access to usage-based entitlements for each connected asset. Set up actionable event orchestration. Set up eligibility rules for service processes to control which users can perform an action.
            • Key Components of Actionable Event Orchestration for Connected Assets
              Set up a touchless process that identifies key events based on information shared from an asset, applies qualification and eligibility conditions on the event data, and performs actions in Salesforce, such as creating records.
            • Actionable Event Orchestration Setup for Connected Assets
              Act on telematics data from assets by designing orchestration processes that perform a set of actions for different events, such as route deviation, temperature monitoring, battery status, and sensor issues. Create actionable event types and subtypes to categorize events. Set up an actionable event orchestration to define the type of actions to be performed for events with a specific type and subtype. Design execution procedures to specify the set of actions for an actionable event orchestration. Use a context definition with an actionable event orchestration to define the event data that can be used in the execution procedure.
             
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