Configure and View Consolidated Assets & Subscriptions in Sales

Configure Asset Sync to have a consolidated view of products (Installed Base & Subscription) that customer currently using. So that reps can view the aggregated investment, revenue, subscription coverage, renewal schedule, service performance, usage, location details etc. of the customer assets, and action on identifying sales opportunities for renewals, upsells, etc.

CX Asset Object aka Unified Asset now can hold both Install Base Asset (serialized & non serialized) and  Subscription or Extended Warranty with covered products that are sold to customer. There is a sync job that brings Assets from Oracle Install Base Cloud and Subscriptions from Oracle Subscriptions Cloud.

Having the consolidated Asset and Coverage information available in CX Asset would enable Reps to view service history and subscription coverage of high value assets, and enable to identify opportunities for renewals, upsells, etc.

Steps to Enable

  1. Set profile option ORA_ZCA_ENABLE_UNIFIED_ASSET to Yes using Manage Administrator Profile Values. This will enable asset unification in Redwood Sales and sync asset records from Oracle Installed Base Cloud and Oracle Subscription Management Cloud into the CX Assets table for a consolidated view of all assets.
  2. Schedule a new process using Synchronize Assets job to sync unified asset records from multiple sources into the CX Assets table. Specify job parameters Number of Workers (1 to 10); Batch Size (5000 to 25000); Full Refresh (No). Set Synchronize Assets job schedule frequency to Hourly/Daily as per your business need.
    • Note: Set Full Refresh to Yes only in a situation where you need to force refresh the already synced data updating the default field mapping.
  3. Use the following profile option codes to change default source to target field mapping of the Synchronize Assets job as per your business need.

  • ORA_ZCA_ASSET_IB_ASSET_FIELD_MAPPING to map Installed Base Asset fields to CX Asset fields.

  • ORA_ZCA_ASSET_IB_ASSET_STATUS_MAPPING to map the Installed Base Asset Status to CX Asset status.

  • ORA_ZCA_ASSET_OSS_FIELD_MAPPING to map Subscription fields to CX Asset fields.

  • ORA_ZCA_ASSET_OSS_STATUS_MAPPING to map Subscription statuses to CX Asset statuses.

Tips And Considerations

A consolidated best view of subscription & coverages for the assets will be available when you are integrated with Oracle Subscription Management and Oracle Installed Base Assets configured