Keeping track of assets in Salesforce can take a lot of time if done by hand. But Salesforce has a tool that can create assets from orders automatically. This saves time and makes sure all details are correct.
In this post, we’ll explain how this works, how to set it up, and how to adjust it to fit your business.
When a customer places an order in Salesforce Revenue Cloud, the system can turn the products into assets on its own. This is called Assetized Order Flow.
This process:
Follow these three steps to turn on this feature:
1. Find the Flow
2. Make Changes
3. Activate the Flow
You can add more rules using Order Actions. These rules control when and how assets are created. For example:
Salesforce also offers an Asset Manager Component. This tool shows all assets linked to a customer in one place.
This helps teams:
Using automatic asset creation in Salesforce makes work easier. It reduces mistakes and saves time. Plus, you can adjust it to fit your business.
Want to set this up for your company? Contact SOLVD today to get started!
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SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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