Asset 360 Packaged Flows
The packaged flows for Asset 360 combine best-practice processes and Salesforce flows. They serve as a guide and starting point for business administrators when making key decisions in the design and functionality within the Salesforce Field Service and Asset 360 solutions.
The packaged flows are meant to be used as a mechanism to analyze existing customer processes against the flows. By conducting a gap analysis, the business administrator and/or implementer can identify any additional forks or decision points in the processes due to diverging business units.
It also provides an opportunity to identify any missing areas or other processes that need to be defined further to improve the efficiency.
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• All the packaged flows are in an Active state out-of-the-box to be consumed by the users.
• All the previous versions of packaged flows are in an Inactive state when the org is upgraded to the current package. If you want to use the old packaged flows, you can make them Active from Setup > Flow.
• Permission Set: Permission set for a packaged flow means the user must have the required permission set for the objects and their fields associated with a packaged flow. Ensure to have the minimum permission set required for the objects and their fields associated with the packaged flow for a seamless user experience.
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The following packaged flows are included in Asset 360. Flows identified as Templates are meant to be cloned and modified as needed, to support the business needs.
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Flow Name
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Type
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Description
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Template (Y/N)
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Version Introduced
|
Version Updated
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|---|---|---|---|---|---|
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Screen Flow
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Review completed work orders for correctness
|
Y
|
Winter'21
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Summer'21
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|
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Screen Flow
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Enter resolution including labor/travel, parts consumed, and expenses
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Y
|
Spring'21
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Winter'22
|
|
|
Screen Flow
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Compute End Date field from Start Date and Quantity fields
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Y
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Winter'21
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||
|
Screen Flow
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Enter resolution including labor and parts consumed
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Y
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Winter'21
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Summer'21
|
|
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Screen Flow
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Complete a Work Order and its Work Order Line Items
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Y
|
Winter'21
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Summer'21
|
|
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Screen Flow
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Close an open Work Order
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Y
|
Winter'21
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Summer'21
|
|
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Screen Flow
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Create a Product Request to ship an Asset to the Supplier for repair
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Y
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Summer'21
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Screen Flow
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Update Work Order status to be in progress and add a labor line
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Y
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Winter'21
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Winter'22
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|
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Screen Flow
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Create Remote triage Work Order from Case
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Y
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Winter'21
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Summer'21
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|
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Screen Flow
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Create a Maintenance Plan record from Service Contract
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Y
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Summer'21
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Screen Flow
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Create Field Work Order from an unresolved Remote Work Order
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Y
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Summer'21
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||
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Screen Flow
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Create a Maintenance Plan record from Location
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N
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Summer'21
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Screen Flow
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Extended flow to create Return Order and Return Order lines, and upon receipt, create Depot Repair Work Order for each Return Order Line.
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N
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Winter'21
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Summer'21
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|
|
Screen Flow
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Create a Maintenance Plan record from Asset
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N
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Summer'21
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Screen Flow
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Create a Maintenance Plan record from Account
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N
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Summer'21
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A360 - Manage Work Order Returns
|
Screen Flow
|
Launch a Return Order from Work Order
|
Y
|
Winter'21
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Summer'21
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A360 - Manage Work Order Asset Return
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Screen Flow
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Return Asset (and related components) from Work Order.
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Y
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Winter'21
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Summer'21
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|
Screen Flow
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Submit Product Request to be processed for shipment (by ERP)
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Y
|
Winter'21
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Summer'21
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|
|
Screen Flow
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Indicate items on a Return Order as received and update related Assets with depot information
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Y
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Winter'21
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Summer'21
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Screen Flow
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Cancel an existing Return Order
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Y
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Winter'21
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Summer'21
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|
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Screen Flow
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Launch Return Order and Product Request if Advanced Exchange identified
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Y
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Winter'21
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Summer'21
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|
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Screen Flow
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Create Return Order from Work Order for a single Asset by using the Depot Finder
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Y
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Winter'21
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Summer'21
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|
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Screen Flow
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Submit Product Request to be processed for shipment (by ERP)
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Y
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Winter'21
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Summer'21
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|
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Screen Flow
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Cancel an existing Product Request
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Y
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Winter'21
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Summer'21
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Screen Flow
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Create Product Request from a Remote Work Order
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Y
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Winter'21
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Summer'21
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|
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A360 - Create Product Request From Location
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Screen Flow
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Create Product Request from Location
- generally used for stock replenishment
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Y
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Winter'21
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Summer'21
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Screen Flow
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Create Product Request from a Return Order for Asset shipment
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Y
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Winter'21
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Winter'22
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|
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Screen Flow
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Create Product Request for loaner shipment to the customer
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Y
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Winter'21
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Summer'21
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|
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Screen Flow
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Create Opportunity from Work Order
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Y
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Winter'21
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Summer'21
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|
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A360 - Execute Depot Finder
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Screen Flow
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Determines the Depot (Destination) Location for a Part Return using Location Services
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Y
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Winter'21
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|
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A360 - Manage Case Milestone Closure
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Screen Flow
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Check open Case milestones prior to closure
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Y
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Winter'21
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|
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Screen Flow
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Create a Case from an Asset
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Y
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Winter'21
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Summer'21
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|
|
Screen Flow
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Manage key fields on the Asset record
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Y
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Winter'21
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Summer'21
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|
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Screen Flow
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Update Asset with the installation date and relevant details
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Y
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Winter'21
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Screen Flow
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Create a rental or loaner Asset from Location
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Y
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Winter'21
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Summer'21
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Screen Flow
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Create customer-owned Asset from Location
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Y
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Winter'21
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Summer'21
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|
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Screen Flow
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Create a child Asset for a parent Asset
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Y
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Winter'21
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Summer'21
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A360 - Calculate Work Order Price Fields
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Autolaunched Flow
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Take the Total Price of all records of Product Consumed and Expense, and updates to Total Parts price and Total Expense Price respectively. It also updates the Total List Price on WO, which is the sum of List Price of Product Consumed, WOLI, and Expense.
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Y
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Summer'21
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A360 - Delete Service Contract Plan Details
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Autolaunched Flow
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Delete the records of Entitled Service Plan and CPLI Plan that are associated with Contract Plan records being deleted.
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N
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Summer'21
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A360 - Delete Entitled Service Plan Details
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Autolaunched Flow
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Delete the records of CPLI Plan that are associated with Entitled Service Plan records being deleted.
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N
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Summer'21
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|
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A360 - Manage Return Order Line Item Status
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Autolaunched Flow
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For Depot WO, manage the completion or closure of linked Return Order Line Items
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Y
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Winter'21
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|
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A360 - Delete MPlan Template Details
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Autolaunched Flow
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Delete all the Work Rule Templates related to MPlan Template being deleted.
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N
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Summer'21
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|
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A360 - Delete Applicable Product Details
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Autolaunched Flow
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Delete the records of the Work Rule Template that are associated with the Applicable Product records that are being deleted.
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N
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Summer'21
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|
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A360 - Calculate Total Expense Cost
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Autolaunched Flow
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Sum up the Total Cost field of all the Expense lines that are related to the WO and updates it to the Total Expense Cost field on WO.
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N
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Summer'21
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|
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A360 - Execute Asset Warranty on Update Asset
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Autolaunched Flow
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Execute Asset Warranty on the update of an Asset
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N
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Winter'21
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|
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A360 - Execute Asset Warranty on New Asset
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Autolaunched Flow
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Execute Asset Warranty on the creation of new Asset
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N
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Winter'21
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|
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A360 - Manage Return Order Status
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Autolaunched Flow
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When a ROLI is Canceled, Completed, or Closed, update the RO status indicate items on a Return Order as received, and update related Assets with depot information
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Y
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Winter'21
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|
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A360 - Manage Last Consumed Date
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Autolaunched Flow
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Update Last Consumed Date on Product Item record based on the date of last consumption date on Product Consumed
|
Y
|
Winter'21
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|
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A360 - Manage Product Consumed Date
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Autolaunched Flow
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Update Consumed Date on Product Consumed if blank
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Y
|
Winter'21
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|
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A360 - Manage Milestones Completion
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Autolaunched Flow
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Complete milestone associated with work order status
|
Y
|
Winter'21
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|
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A360 - Execute Entitlement Verification On Update Work Order
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Autolaunched Flow
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Execute Entitlement Verification every time when a Work Order record is updated
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N
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Winter'21
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Summer'21
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A360 - Execute Entitlement Verification On Update Return Order
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Autolaunched Flow
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Execute Entitlement Verification every time when a Return Order record is updated
|
N
|
Winter'21
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Summer'21
|
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A360 - Execute Entitlement Verification On Update Case
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Autolaunched Flow
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Execute Entitlement Verification every time when a Case record is updated
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N
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Winter'21
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Summer'21
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A360 - Execute Entitlement Verification On New Work Order
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Autolaunched Flow
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Execute Entitlement Verification every time when a Work Order record is created
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N
|
Winter'21
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Summer'21
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A360 - Execute Entitlement Verification On New Return Order
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Autolaunched Flow
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Execute Entitlement Verification every time when a Return Order record is created
|
N
|
Winter'21
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Summer'21
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A360 - Execute Entitlement Verification On New Case
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Autolaunched Flow
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Execute Entitlement Verification every time when a Case record is created
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N
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Winter'21
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Summer'21
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A360 - SLA Entitlement Record Deletion
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Autolaunched Flow
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Delete SLA Entitlement records related to the Entitlements record whose record type is Entitlement Services.
|
N
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Summer'21
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|
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A360 - Create Case And WorkOrder SLA
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Autolaunched Flow
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Create corresponding Entitlements (record type = SLA) when an Entitled Service is created or updated. It is triggered when Case Entitlement Process or WO Entitlement Process is populated on the Entitled Service.
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N
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Summer'21
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|
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A360 - Calculate Milestones On Case And WorkOrder
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Autolaunched Flow
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Trigger Milestones when an Auto-Entitlement check is performed.
|
N
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Summer'21
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|
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A360 - Manage Asset Name Format
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Autolaunched Flow
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Format the asset name to be Product - Serial Number
|
Y
|
Summer'21
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|
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A360 - Execute Application Log Entry
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Autolaunched Flow
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Create application log records with error details when the engines fail to perform an operation. For example, Warranty Engine and Entitlement Engine.
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N
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Summer'21
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|
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A360 - Validate Product Consumed - Subflow
|
Screen Flow
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Validate Product Consumed on Work Order records.
|
Y
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Summer'21
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|
|
Screen Flow
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Review completed work orders for correctness
|
Y
|
Winter'22
|
||
|
Screen Flow
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Create an estimate to price out additional or unanticipated work anytime during the Depot process
|
Y
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Winter'22
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|
Screen Flow
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Update an estimate. Estimates can be updated prior to their approvals
|
Y
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Winter'22
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A360 - Calculate Estimate Price Fields
|
Screen Flow
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Calculate the Total fields on the estimate based on individual estimate lines
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Y
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Winter'22
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|
|
Screen Flow
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Capture end time of the current Work Step
|
Y
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Winter'22
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Screen Flow
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Capture start time of the next Work Step
|
Y
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Winter'22
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A360 - Auto Create Maintenance Plan From Service Contract
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Autolaunched Flow
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Auto Create Maintenance Plan From Service Contract by using Maintenance Plan Offerings
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Winter'22
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A360 - Mobile - Manage Opportunities
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Field Service Mobile Flow
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Capture upsell and competitor asset opportunities for Sales follow-up
|
Y
|
Winter'22
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|
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A360 - Mobile - Manage Work Order Asset Return
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Field Service Mobile Flow
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Initiate returns of assets and subcomponents for Depot Repair
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Y
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Winter'22
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A360 - Mobile - Manage Assets
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Field Service Mobile Flow
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Search for asset and update asset attributes
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Y
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Spring'22
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A360 - Auto Complete Contract Availability Status
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Autolaunched Flow
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Update the Contract Availability Status field to Complete when the Contract reaches the End Date
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Y
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Spring'22
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A360 - Update Maintenance Plan Status
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Autolaunched Flow
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Record-triggered flow updates the status of the Maintenance plan based on the status of the Service Contract when changed.
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Y
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Spring'22
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A360 - Handle Maintenance Plan Status Change
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Autolaunched Flow
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Handle Maintenance Plan Status Change
|
Y
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Spring'22
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A360 - Delete Applicable Contract Line Product Details
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Autolaunched Flow
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Delete the records of Entitled Service Plan and CPLI Plan that are associated with CLI Plan records being deleted.
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N
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Summer'22
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A360 - Update Service Request with Asset Details
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Autolaunched Flow
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Update Service Request’s Account and Product fields with Asset’s respective fields' data.
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N
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9.0
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A360 - Update Work Order with Asset Details
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Autolaunched Flow
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Update the Work Order’s Account, Contact, and Location fields with the Asset’s respective fields' data.
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N
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9.0
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Related Topics