# Assetization flows and the Managed Asset Viewer

*Revenue Management Consultant Study Guide · Asset Management · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/revenue-management-consultant/asset-management/assetization-flows-and-the-managed-asset-viewer*

How activated Revenue Management orders become assets through the Create or Update Asset from Order and Order Item actions in a record-triggered flow, and how the Managed Asset Viewer on Account and Contract pages shows asset history and starts amend, renew and cancel.

- Certification: Salesforce Revenue Management Consultant
- Exam section: Asset Management
- Study guide: https://www.certifyforce.com/study-guide/revenue-management-consultant

**Official exam objective:**

> Given a scenario, implement a solution using the appropriate out-of-the-box Asset Management functionality.

## What the exam expects

- Build the record-triggered flow that assetizes activated Revenue Management orders, including the application usage check.
- Choose between the order-level and order-item-level assetization actions.
- Plan the permissions for building and running assetization and for using the Managed Asset Viewer.
- Place the Managed Asset Viewer on Account and Contract pages and predict what each placement adds.
- Use the viewer to review state periods and actions, and to start amend, renew and cancel.

Key terms: **assetization** (creating or updating assets from order items); **Create or Update Asset from Order** (the invocable action that assetizes a whole order); **Managed Asset Viewer** (the Lightning component that lists Managed Assets and starts lifecycle actions); **application usage assignment** (the RevenueLifecycleManagement record that marks a Revenue Management order).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Order-level action | Creates assets for new orders; modifies them for change orders | [Asset From Order Action](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/actions_obj_create_update_asset_from_order.htm) |
| Action permission | Assetize Order permission set for both actions | [Asset From Order Item](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/actions_obj_create_update_asset_from_order_item.htm) |
| Asset name | Custom product name, when the order line has one | [Asset From Order Action](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/actions_obj_create_update_asset_from_order.htm) |
| Flow trigger | Order updated, Status Equals Activated | [Automate Asset Creation](https://help.salesforce.com/s/articleView?id=qocal_automate_creation_and_update_of_assets.htm&language=en_US&type=5) |
| Flow builder permission | Manage Flow | [Automate Asset Creation](https://help.salesforce.com/s/articleView?id=qocal_automate_creation_and_update_of_assets.htm&language=en_US&type=5) |
| Viewer prerequisites | Component on the page plus the Assets related list | [Cancel with the Viewer](https://help.salesforce.com/s/articleView?id=ind.qocal_cancel_assets.htm&language=en_US&type=5) |
| Contract page placement | Contract number added to the resulting quote or order | [Renew with the Viewer](https://help.salesforce.com/s/articleView?id=ind.qocal_renew_assets.htm&language=en_US&type=5) |
| Header checkbox | Selects only currently loaded assets | [Manage Assets](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_manage_assets.htm&language=en_US&type=5) |
| Bundles in the viewer | Select the parent asset, not the child | [Amend with the Viewer](https://help.salesforce.com/s/articleView?id=ind.qocal_amend_assets.htm&language=en_US&type=5) |

## Check yourself

- When does an asset take a name other than the catalog product name?
- What does the Create or Update Asset From Order action require and return?
- When does the viewer refuse an earlier-dated amendment on an asset?
- What does the sample request for the order-item action pass?

## Sources

- [Automate Asset Creation from Orders](https://help.salesforce.com/s/articleView?id=qocal_automate_creation_and_update_of_assets.htm&language=en_US&type=5)
- [Create or Update Asset From Order Action](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/actions_obj_create_update_asset_from_order.htm)
- [Create or Update Asset From Order Item Action](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/actions_obj_create_update_asset_from_order_item.htm)
- [Manage Assets in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_manage_assets.htm&language=en_US&type=5)
- [Amend Assets with the Managed Asset Viewer](https://help.salesforce.com/s/articleView?id=ind.qocal_amend_assets.htm&language=en_US&type=5)
- [Renew Assets with the Managed Asset Viewer](https://help.salesforce.com/s/articleView?id=ind.qocal_renew_assets.htm&language=en_US&type=5)
- [Cancel Assets with the Managed Asset Viewer](https://help.salesforce.com/s/articleView?id=ind.qocal_cancel_assets.htm&language=en_US&type=5)
- [Amending, Renewing, and Canceling Assets](https://help.salesforce.com/s/articleView?id=ind.qocal_manage_assets_in_revenue_lifecycle_management.htm&language=en_US&type=5)
- [Order Orchestration in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.dro_dynamic_revenue_orchestrator.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 12 linked practice questions, and unlimited timed mock exams are included with the Revenue Management Consultant pack (USD $19): https://www.certifyforce.com/practice-exams