Create Not Assetizable Products
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the purpose of the Not Assetizable field.
- Explain how to use Field Mapper to filter data.
- Describe how to map the Not Assetizable field with Field Mapper.
Not Assetizable Field
Customers are raving on social media about Infiwave’s new products. The marketing team is also happy with how fast Product Designer Devi Jacob got the products to market. They sent him a lovely thank you email, with two new requests.
- Include a free phone case when customers order the Infiwave Phone 9.
- The team doesn’t want to track the phone case. So, hide the phone case in the Assets list on each customer’s account.
Devi knows the exact solution to meet these requests—the Not Assetizable field. But he isn’t quite sure how that field works, so he jumps on Trailhead to learn more.
What Is an Asset?
As you learned in Industries CPQ Order Capture, an asset is a product or service that order management teams have already delivered to a customer. The customer’s account contains a list of all the assets they have purchased. Sometimes though, you don’t want to keep track of certain items, like a promotional free T-shirt. The Not Assetizable field exists for this purpose—to make products and services orderable—but not track them as assets on accounts. A little setup is necessary to make this field functional. Enter the Field Mapper.
The Not Assetizable field isn’t available out of the box, so if you want to use the field in your Salesforce org, contact the Salesforce licensing team. We’ve included the Not Assetizable field in commercial product layouts in the training playground to give you some practice with Field Mapper. Learn how to set up the Not Assetizable field in this unit’s exercise.
What Is Field Mapper?
Field Mapper is a declarative mapping tool that transforms objects, such as opportunities, quotes, orders, and assets, in the order-capture lifecycle. In Industries Configure, Price, Quote (CPQ), a line item moves from an opportunity to a quote to an order to an asset, and sometimes from an asset back to a quote or order. This movement is possible through crossline item (xLI) actions, which convert order information to or from any object to another object. Field Mapper is the tool that makes this data movement happen.
With the Field Mapper page, you can easily map fields between Opportunity, Quote, Order, and Asset objects. If you want to include any custom field on a quote, order, or asset record, you must create a mapping in this interface.
Choose a Source Object (1) and a Destination Object (2). Then, in the Fields Map (3), map any field from the source object to any field of the same type on the destination object. The mappings shown here are included as part of the managed package.
Another useful part of Field Mapper is the ability to add filters in the Filters List (4) to limit source fields based on configured conditions. Filters are inclusive and you can define the conditions in a formula expression. If a formula isn’t specified, Field Mapper joins the filters using an AND statement.
Map the Not Assetizable Field
How is this ability to filter relevant to our Not Assetizable field? Well, Devi knows that the Not Assetizable checkbox is present on the product record, and that if he selects it, the product doesn’t move to the Asset object.
To control this behavior, choose a source object and a destination object, and then use a filter to make sure the field doesn’t carry over between the two.
Select Order Product as the Source Object, and Asset as the Destination Object. Then, in the Filters List, create a filter to move any product not marked as Not Assetizable to the Asset object.
Devi now knows how to use the Not Assetizable field to prevent the free phone case from showing up as Assets on the customer account. Get ready for some free swag, Infiwave customers!
Want to Learn More?
If you’re a Salesforce customer, check out the following learning journeys to find out how to skill up on our amazing suite of digital transformation tools and industry applications.
- Communications Cloud Developer
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- Media Cloud Consultant
- Energy & Utilities Cloud Developer
- Energy & Utilities Cloud Consultant
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