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.
Given a scenario, implement a solution using the appropriate out-of-the-box Asset Management functionality.
~6 min read · 12 practice questions ·
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
- Detail
- Creates assets for new orders; modifies them for change orders
- Detail
- Assetize Order permission set for both actions
- Detail
- Custom product name, when the order line has one
- Detail
- Order updated, Status Equals Activated
- Detail
- Manage Flow
- Detail
- Component on the page plus the Assets related list
- Detail
- Contract number added to the resulting quote or order
- Detail
- Selects only currently loaded assets
- Detail
- Select the parent asset, not the child
Sources for this section (7)
- Asset From Order Actiondeveloper.salesforce.com (opens in a new tab)
- Asset From Order Itemdeveloper.salesforce.com (opens in a new tab)
- Automate Asset Creationhelp.salesforce.com (opens in a new tab)
- Cancel with the Viewerhelp.salesforce.com (opens in a new tab)
- Renew with the Viewerhelp.salesforce.com (opens in a new tab)
- Manage Assetshelp.salesforce.com (opens in a new tab)
- Amend with the Viewerhelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Revenue Management Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 25 lessons of the Revenue Management Consultant guide, with reading progress
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