Asset Creation and Amendment with Salesforce Revenue Lifecyle Management (RLM)

[@AndySheltonMusic]

Can we automate the creation of the Order? In CPQ, we have a flow that checks the "Ordered" box on the quote when the opportunity is closed won.

[@TheCloudUpdate]

You can, there's an apex action, actually a great idea for the next video! Thanks for following Andy

[@DelilahJones-sf3cu]

Very informative!!!
Can you please explain the price waterfall in RLM? or how the pricing works?

[@TheCloudUpdate]

Yes I have videos on the waterfall coming up!

[@AndySheltonMusic]

Question about the "Is Assetizable" checkbox...In CPQ, you can decide if assets are created "One per quote line" or "One per unit". Can we still do this in RLM?

[@TheCloudUpdate]

This doesn't currently seem to be possible, it's one asset record per order product record in the current state.

[@petermendola921]

if you highlight multiple assets, im assuming the amendment quote will pull in all the assets?

[@TheCloudUpdate]

Correct, it will pull all the assets.

[@karthikgolakaram]

Can we amend assets quantity anytime during the asset period irrespective of billing cycle ?

[@TheCloudUpdate]

Billing is decoupled from sales, you should be able to amend anytime.

[@Salesforcesfdc-w5j]

Can you Continue RLM series?
Its going good

[@TheCloudUpdate]

Thanks, I hope you like the new videos.