Asset Management Archives - gettectonic.com
salesforce manufacturing sales service experience case study
02Dec

Manufacturing Deep Dive into Salesforce Winter 25 Release

The Salesforce Winter ’25 release is packed with game-changing updates tailored to manufacturers. With features designed to optimize asset management, inventory, and sales agreements, Salesforce is redefining how manufacturers stay competitive in today’s fast-paced market. Let’s explore the key highlights. Connected Assets The enhanced Connected Assets functionality is a standout feature in this release. By leveraging advanced IoT integrations, manufacturers can monitor and manage equipment in real time, enabling predictive maintenance and reducing downtime. Picture this: foreseeing potential machine issues before they escalate. This proactive approach helps manufacturers schedule maintenance at optimal times, saving both time and money. Enhanced visibility into asset performance also empowers teams to make data-driven decisions, boosting operational efficiency. Asset Service Lifecycle Management The Asset Service Lifecycle Management updates streamline the entire lifecycle of an asset—from installation to decommissioning. For manufacturers, where equipment performance is pivotal, these updates are a game-changer. Key features include: These enhancements not only improve service delivery but also boost customer satisfaction by keeping production schedules on track. Inventory Search and Transfer Efficient inventory management is critical for manufacturers, and the Inventory Search and Transfer update addresses this need directly. By improving visibility and accessibility, manufacturers can operate with greater agility and responsiveness, ensuring smooth operations even under tight timelines. Sales Agreement Enhancements Sales agreements are a cornerstone of manufacturing transactions, and the Winter ’25 release introduces significant improvements to streamline this process. These enhancements reduce negotiation time, minimize risks of misunderstandings, and enable manufacturers to close deals faster—key advantages in a competitive market. Sales Agreement Summary To complement these updates, the new Sales Agreement Summary feature provides a concise overview of all active agreements, including key dates, terms, and stakeholders. This enhanced visibility fosters better collaboration among teams and helps businesses stay ahead of their goals. Why It Matters for Manufacturers Salesforce’s Winter ’25 release is more than just an update—it’s a tool kit for driving growth and operational excellence. From predictive asset management to streamlined inventory control and faster sales cycles, these innovations empower manufacturers to: Ready to Transform?Leverage these powerful tools to gain a competitive edge. At Tectonic, we specialize in guiding manufacturers through their Salesforce journey, helping you maximize the impact of these updates. Reach out to our team today to get started! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 2, 2024in Data, Salesforce, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy
Energy and Utilities with Salesforce Winter 25 Updates
22Nov

Energy and Utilities with Salesforce Winter 25 Updates

If you’re ready to embrace these innovations, reach out to Tectonic for expert guidance on optimizing your Salesforce instance. Together, we can help your organization harness the full potential of these game-changing features.

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November 22, 2024in Data, Salesforce, Salesforce Development Services, Salesforce Einstein, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud, Technology
Salesforce Connected Assets
28Oct

Salesforce Connected Assets

Salesforce has unveiled Connected Assets, a robust suite of capabilities in Manufacturing Cloud, designed to offer manufacturers a comprehensive, real-time perspective on connected asset data. This includes data on service history, asset status, customer records, and telematics, allowing manufacturers to monitor asset health and performance while proactively addressing maintenance needs to reduce downtime and boost customer satisfaction. Enhanced AI Capabilities for Connected AssetsConnected Assets integrates Salesforce’s advanced AI to empower teams with actionable insights. Sales, customer service, and field teams can now receive real-time alerts and quickly access asset history and health, enabling faster, data-driven support and the delivery of more personalized offers. AI-driven insights and recommendations based on asset condition, service history, and performance data enhance the ability of manufacturers to predict maintenance needs and provide proactive support, including on-site recommendations to field technicians. Innovative Features for Optimized Asset Management Salesforce PerspectiveAchyut Jajoo, SVP and GM of Manufacturing and Automotive, states, “The manufacturing industry is embracing a historic transformation toward AI-enabled modernization. Connected Assets and our sector-specific AI tools in Manufacturing Cloud empower our customers to lead with improved customer experiences, optimized asset performance, and new revenue-generating services. With Agentforce, our customers will soon be able to leverage autonomous agents to monitor connected asset data at scale, enabling them to focus on strategic, high-value initiatives.” Real-World ApplicationKawasaki Engines exemplifies Connected Assets in action, using Manufacturing Cloud to enhance customer relationships by offering proactive support and minimizing equipment downtime. “Salesforce’s Connected Assets will enable us to deliver exceptional service, keeping our customers satisfied and our products operating efficiently,” says Tony Gondick, Senior Manager of IT Business Strategy at Kawasaki Engines. Extending Across IndustriesBeyond Manufacturing Cloud, Connected Assets is also being introduced to Salesforce’s other industry clouds, such as Energy & Utilities, Communications, and Media, allowing a wide range of sectors to tap into the benefits of connected asset management, minimize downtime, and generate new value. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 28, 2024in Agentforce Platform, AI Tools, Data, Salesforce, Salesforce Development Services, Salesforce Health and Life Sciences Solutions, Salesforce Manufacturing Automotive Energy
AI Yes Gen AI No
12Jun

AI Yes Gen AI No

The race in generative AI may conclude sooner than anticipated, despite it barely starting for most. Consider the role of generative AI as a supportive assistant, aiding users across dashboards, messaging platforms, and datasets by summarizing documents, chats, and answering queries in natural language. AI Yes Gen AI No. At PegaWorld, significant attention was drawn to Pega’s Knowledge Buddy, an assistant integrated with LLM, specifically OpenAI on Azure, tailored to organization-specific data. CTO Don Schuerman emphasized the practicality of Pega’s solution: “Knowledge Buddy solves many enterprise problems, but it’s not the only RAG-based product out there. Everyone’s got one.” Indeed, major companies each boast their AI assistants: Adobe with AI Assistant, Salesforce with Einstein Copilot, Microsoft with Copilot, HubSpot with various AI assistants, Oracle’s Digital Assistant, and SAP’s Joule. Possessing an AI assistant is now a necessity, not a differentiator, as it has become standard across competitors. Generative AI tools like text and image generators have garnered public interest due to their accessibility. For instance, tools like Google Gemini enable anyone to create, blurring the lines between creator roles. The prevalence of generative AI across over 14,000 martech products is notable, exemplified by MarTechBot, which leverages AI to answer queries and generate images based on MarTech’s vast archive. While text and image generation capabilities rapidly advance, offering these tools is becoming a norm rather than a novelty. Soon, lacking these capabilities will be akin to a supermarket not selling eggs. Does this signify the end of the AI arms race? While generative AI will continue to evolve, it is becoming ubiquitous as a fundamental requirement. However, it’s crucial to distinguish the generative AI arms race from the broader AI landscape. Non-generative AI, such as predictive analytics and classification AI used in digital asset management systems, plays a critical role. This statistical AI analyzes data at scale to derive insights, recommend products, or guide customers through complex journeys. Pega exemplifies this with its AI-driven decisioning and workflow automation, predicting optimal actions for specific challenges, which is distinct from the generative AI focus seen in competitors like Salesforce, Adobe, and Oracle. Looking forward, while generative AI will permeate everyday applications, the true transformative AI for enterprises might lie in refined predictive AI or fully autonomous AI capable of unsupervised business decision-making. In conclusion, while text and image generation will become commonplace, their revolutionary impact may wane compared to the potential of other AI applications poised to redefine enterprise capabilities. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 12, 2024in Generative AI
Salesforce Unlimited+ Edition Explained
30May

Salesforce Unlimited+ Edition Explained

Salesforce Unlimited Plus (UE+) is designed as an advanced offering that incorporates several specialized features tailored for different industries, making it particularly suitable for larger organizations and enterprises that require robust, integrated solutions for complex business processes and customer relationship management. Salesforce Unlimited+ Edition Explained. Target Audience UE+ is targeted toward large enterprises that need extensive CRM functionalities combined with AI and data analytics capabilities. This solution is ideal for organizations that: • Manage complex customer relationships across multiple channels. • Require deep integration of data and processes across departments. • Are looking to leverage advanced AI capabilities for predictive insights and automation. • Need industry-specific solutions that can be customized for unique business requirements. The integration of various Salesforce clouds (e.g., Sales Cloud, Service Cloud, Data Cloud) with enhanced features like AI and specific industry capabilities makes UE+ a comprehensive solution for organizations aiming to streamline their operations and gain a competitive edge through advanced technology adoption. Here are the five Salesforce editions for every purpose: ·Starter/Essentials: Ideal for small businesses, offering basic contact, lead, and opportunity management. ·Professional: Tailored for mid-sized companies with enhanced sales forecasting and automation capabilities. ·Enterprise: Geared towards larger organizations, providing advanced customization, reporting, and integration options. ·Unlimited: Offers comprehensive functionality, customizability, 24/7 support, and access to premium features like generative AI. ·Unlimited Plus: Most robust solution for businesses of all sizes, featuring additional functionalities and enhanced capabilities. Key Considerations: ·Business Size: Consider the number of users and overall business scale when choosing an edition. ·Features Needed: Identify the specific features crucial for your sales, service, or marketing processes. ·Scalability: Choose an edition that accommodates your projected growth and future needs. ·Budget: Evaluate the cost of each edition against its offered features and value proposition. Sales Cloud Unlimited Edition+ Features: Account and Contact Management: Complete visibility of customer profiles including activity history and communications. Opportunity Management: Tracking and details of every sales deal at each stage. Pipeline Inspection: A comprehensive tool that allows sales managers to monitor pipeline changes, offering AI-driven insights and recommendations to optimize sales strategies. Einstein AI Capabilities: Includes tools like Einstein Conversation Insights which transcribe and analyze sales calls, highlighting key parts for review and deeper analysis. Customizable Reports and Dashboards: Enhanced capabilities for building real-time reports and visualizations to track sales metrics and forecasts. Advanced Integration Features: Integration with external data and systems through various APIs including REST and SOAP. Automation and Customization: Extensive options for workflow automation and personalization of user interfaces and customer interactions using the Flow Builder and Lightning App Builder. Developer Tools: Access to tools like Developer Sandbox for safe testing and app development environments. Service Cloud Unlimited+ Features: Einstein Bots: AI-powered chatbots to handle customer inquiries automatically, available 24/7 across various communication channels. Enhanced Messaging: Integration with popular messaging platforms like WhatsApp, SMS, and Apple Messages to facilitate seamless customer interactions. Feedback Management: Tools to gather and analyze customer feedback directly within the CRM. Self-Service Capabilities: Including customizable help centers and service catalogs that allow customers to find information and resolve issues independently. Field Service Tools: Comprehensive management of field operations including work order and asset management. Real-Time Analytics: Advanced reporting features for creating in-depth analytics to monitor and improve customer service processes. Additional features include Data Cloud, Generative AI, Service Cloud Voice, Digital Engagement, Feedback Management, Self-Service, and Slack. Salesforce Unlimited+ for Industries UE+ for Industries: UE+ for Industries includes Unlimited+ for Sales and Service together with industry-specific data models and capabilities to help customers drive faster time to value within their sectors: •Financial Services Cloud UE+ for Sales and Financial Services Cloud UE+ for Service helps banks, asset management, and insurance agencies connect all of their customer data on one platform and embed AI to deliver personalized financial engagement, at scale. •An insurance carrier can use Financial Services Cloud UE+ to connect engagement data like emails, webinars, and educational content with third-party conference attendance, social media follows, and business performance data to understand what is motivating agents, helping drive more personalized relationships and grow revenue with Data Cloud and Einstein AI. •Health Cloud UE+ for Service helps healthcare, pharmaceutical, and other medical organizations improve response times at their contact centers and offer digital healthcare services with built-in intelligence, real-time collaboration, and a 360-degree view of every patient, provider, and partner. •A hospital can use the bundle to quickly create a personalized, AI-powered support center to triage and speed up time to care with self-service tools like scheduling and connecting patients and members with care teams on their preferred channels. •Manufacturing Cloud UE+ for Sales brings together tools for manufacturing organizations to build their data foundation, embed AI capabilities across the sales cycle, and maximize productivity, empowering them to scale their commercial operations and grow revenues. •A manufacturer can now look across the entire book of business to see how companies are performing against negotiated sales agreements and then use AI-generated summaries to determine where to prioritize their time and resources. By Tectonic’s AArchitecture Team Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 30, 2024in Generative AI, Salesforce
Salesforce Revenue Summer 24 Release Notes
25Apr

Salesforce Revenue Summer 24 Release Notes

Automate and scale your revenue operations with a robust portfolio of Revenue Cloud products. Use Revenue Lifecycle Management to empower your organization’s sales and revenue management processes. Salesforce Billing offers efficient resolutions to all invoice processing issues. Salesforce Revenue Summer 24 Release Notes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 25, 2024in Salesforce, Salesforce Asset Management, Salesforce CPQ, Salesforce Optimization, Salesforce Revenue Cloud, Salesforce Sales Cloud
Technologies for Field Services
29Mar

Technologies for Field Services

Technologies for Field Services are fast evolving. Here are the four technologies shaping the future of field service: In summary, these technologies are revolutionizing field service operations by enabling predictive maintenance, seamless communication, and smarter decision-making, ultimately improving customer satisfaction and driving business success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 29, 2024in Salesforce Asset Management, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud
Salesforce Asset Managment
05Dec

Create an Asset in Salesforce Asset Management

Assets, such as refrigerators or freezers strategically placed at retail stores or customer locations, serve to enhance sales. As the owner of these assets, you bear responsibility for their maintenance, repair, and required services. Efficient asset management not only reduces customer complaints but also elevates your brand value. Active tracking of asset conditions enables better budgeting, minimizes losses, and ensures employee safety. Create an Asset in Salesforce Asset Management. Assets also may be not for sale items like vehicles, MRIs, or computers etc that you use in the company but have to manage like an asset. The serial number of an asset serves as its unique identifier, generated based on the asset template and type. Asset templates outline generic characteristics, including an asset type with specific details. Admins create templates related to products, ensuring alignment between the asset type and product type. For instance, an asset template like “Single Door Fridge” can be created, with an asset type named “Single Door Fridge in Red.” To facilitate asset service requests, a field service team can utilize customer task templates for tasks such as repair, maintenance, retirement, and replacement. Assets are associated with a sales organization, and the sales org of an asset must match the customer’s sales org. Assets can also be linked to an account and its associated Point of Sales (POS), with distinctions outlined between assets and POS. Create an Asset in Salesforce Asset Management Creating an asset record involves defining details like manufacturer and manufacturing year, with the addition of a serial number or tag for easy identification. Assets can be associated with an account and its related point of sale, or linked to a product to enable sales representatives to place orders. To initiate tracking of products sold to customers, customization of asset page layouts and editing object permissions is recommended. Asset types, treated as Product records, can be created for classification purposes. Effective asset lifecycle management, encompassing planning, acquisition, utilization, maintenance, and disposal, is crucial for organizational efficiency. In Salesforce, assets are created through Salesforce CPQ by selecting “Contracted” on an opportunity or order. The asset creation process varies based on the account’s renewal model and the asset conversion field’s value on the product contracted. Salesforce CPQ, or Configure Price Quote software, empowers sales reps to generate quotes with customized product and pricing configurations based on buyer needs. It synchronizes all interactions with a deal’s documents within the Salesforce CRM. Salesforce asset management allows representatives to track customer purchases relevant to their organization’s products. It provides quick responses to recent purchase inquiries by checking ordered items. The customizable asset management tools by Salesforce are applicable across various industries and offer significant ROI. Linking assets together under parent groupings enhances accessibility, optimizing asset management for a competitive edge and maximum team productivity. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more PII Explained Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom Read more Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more

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December 5, 2022in Salesforce Asset Management, Salesforce CPQ, Salesforce Health and Life Sciences Solutions, Salesforce Manufacturing Automotive Energy
Salesforce Asset Managment
11Oct

Salesforce Asset States in Asset Management

Salesforce asset states period is back to back. An asset state period (assetstateperiod) represents a time span when an asset has the same quantity, amount, and monthly recurring revenue (MRR). An asset has as many asset state periods as there are changes to it (asset actions) during its lifecycle. The dashboard and related pages show the current asset state period. An asset has as many asset state periods as there are changes to it (asset actions) during its lifecycle. The dashboard and related pages show the current asset state period. The fields can’t be edited. This object is available in API version 50.0 and later. A blue dot in a chart indicates an asset state period change, and an orange dot indicates an asset action change. Salesforce asset states are represented here. With a lifecycle-managed asset, an asset action represents changes made to the asset, and an asset state period denotes the time span when the changes apply. Supported Calls describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search() Special Access Rules To use Customer Asset Lifecycle Management APIs, you must have the Access Customer Asset Lifecycle Management APIs permission and Read access to the Asset, Asset Action, Asset Action Source, and Asset State Period objects. Like Related Posts Salesforce DAM Is there a digital asset management system integrated with Salesforce? Empower Salesforce Marketing Cloud (SFMC) users with the capabilities of Read more Asset Management Salesforce Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile Read more Manage Your Postman Assets With the Postman API Postman assets Salesforce: The Postman API Platform empowers users to generate a diverse array of resources for building and utilizing Read more Salesforce Asset Management Can Salesforce handle asset management? Absolutely. You can efficiently manage assets through both the Consumer Goods (desktop) and the Consumer Read more

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October 11, 2021in Salesforce Asset Management
Integration
19Mar

Manage Your Postman Assets With the Postman API

Postman assets Salesforce: The Postman API Platform empowers users to generate a diverse array of resources for building and utilizing APIs. These include: These Postman resources, along with users, permissions, and Flows, can be managed manually through the Postman desktop or web app. Alternatively, users can leverage the Postman API to programmatically handle these resources, enabling the automation of various API-related workflows. Postman Assets Salesforce Endpoints for All Plans For all users, irrespective of their Postman plan, the following endpoints are available: Workspaces: Collections: Variables and Environments: APIs: Mock Servers: Monitors: User and Usage Information: APIs for Enterprise or Professional Plans Exclusive endpoints for Enterprise or Professional plan users include: Private API Network: Tags: Secret Scanner: SCIM User Management: API Security and Governance: Audit Logs: As one Salesforce integration tool, the Postman API provides a comprehensive set of endpoints to programmatically manage Postman resources, allowing for the automation of organizational processes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 19, 2020in Salesforce
salesforce asset management
06Jun

Asset Management Salesforce

Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile app in Salesforce. Let’s understand the process in detail. Create Asset Templates and Asset Types: Before you create assets, ensure that admins have created asset templates and asset types. Assets are items, such as refrigerators or freezers, that you place at a customer location (retail store) to increase your sales. Assets are also items you use in your business such as vehicles or computers. As an asset’s owner, you’re responsible for the maintenance, repair, or any other services required for the asset. Managing assets efficiently can help reduce customer complaints and, in turn, increase your brand value. By actively tracking your assets’ conditions, you can budget better, reduce losses, and ensure employee safety. What is the use of asset object in Salesforce? So, Assets are used quite frequently by sales, customer service in your back office. Assets are a standard object. It comes out-of-the-box with Salesforce. And being a standard object we can add custom fields, validation rules, record types, multiple page layouts. How do I create an asset for a product in Salesforce? Create an Asset What is the asset state period in Salesforce? An asset state period represents a time span when an asset has the same quantity, amount, and monthly recurring revenue (MRR). An asset has as many asset state periods as there are changes to it (asset actions) during its lifecycle. The dashboard and related pages show the current asset state period. What is the difference between subscription and asset in Salesforce? Use subscriptions to keep records of subscription products you’ve quoted or sold. Use assets to keep records of stand-alone products you’ve quoted or sold. You can use these records later to manage amendments and renewals to your opportunities and orders. How do I enable assets in Salesforce? Enable Asset Scheduling in Salesforce Scheduler How do I create an asset in Salesforce CPQ? Salesforce CPQ creates assets when you click Contracted on an opportunity or order. The asset creation process varies based on your account’s renewal model and the value of the asset conversion field on the product you’re contracting. How do you renew assets in Salesforce CPQ? Select the assets you want to renew, and then click Renew. Salesforce CPQ creates a renewal quote, associates it with a renewal opportunity, and opens the quote line editor. Edit the quantities of the assets from your original quote as needed. You can also add new products. What is an asset state? Asset State denotes the different states of assets in the organization such as assets in Use, In Store, Expired and so on. Apart from the default asset states, you can create custom ones. You can also enable or disable ownership and scan for custom asset states you create. Note that Salesforce also has a Digital Asset Management (DAM) capability. Where is asset library in Salesforce? To view asset files in Files home, select Libraries and then select Asset Library . To view and edit asset files in Setup, enter Asset Files in the Quick Find box, then select Asset Files. For more information on Salesforce Asset Management, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 6, 2019in Data, Salesforce, Salesforce Asset Management, Salesforce CPQ, Salesforce Financial Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud

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