Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

AssetStatePeriod

Represents a time span when an asset has the same quantity, amount, and monthly recurring revenue (MRR). An asset has as many asset state periods as there are changes to it (asset actions) during its lifecycle. The dashboard and related pages show the current asset state period. The fields can’t be edited. This object is available in API version 50.0 and later.

Supported Calls

createable(), deletable(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), updateable().

Special Access Rules

Customer Asset Lifecycle Management APIs require the Access Customer Asset Lifecycle Management APIs permission and read access to the Asset, Asset Action, Asset Action Source, and Asset State Period objects.

Fields

Field Details
Amount
Type
currency
Properties
Createable, Filter, Sort, Updateable
Description
An asset’s total amount during an asset state period. Revenue Management doesn't set or use this field's value currently.
ApplUnitPriceUpliftPct
Type
percent
Properties
Create, Filter, Nillable, Sort, Update
Description
The unit price uplift percent that’s applied to the asset state period, used for ramp pricing.
This field is available in API version 68.0 and later.
AssetId
Type
reference
Properties
Createable, Filter, Group, Sort
Description
The asset related to an asset state period. Label is Asset.
This field is a relationship field.
Relationship Name
Asset
Relationship Type
Lookup
Refers To
Asset
AssetStatePeriodNumber
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The ID of the asset state period. Label is Name.
BillingFrequency
Type
picklist
Properties
Createable, Filter, Group, Nillable, Restricted picklist, Sort, Updateable
Description
The time period that indicates how often the line item is billed.
Possible values are:
  • Annual
  • Monthly
  • Quarterly
  • Semi-Annual
Available in API version 65.0 and later.
BindingInstanceTargetId
Type
reference
Properties
Createable, Filter, Group, Nillable, Sort, Updateable
Description
The ID of a custom product target for a usage-based quote line item, order item, or asset allocation.
This field is a polymorphic relationship field.
Relationship Name
BindingInstanceTarget
Refers To
Account, Asset, BindingObjectCustomExt, Contract
Discount
Type
percent
Properties
Createable, Filter, Nillable, Sort, Updateable
Description
Editable number from 0 to 100. Available in API version 65.0 and later.
DiscountAmount
Type
currency
Properties
Createable, Filter, Nillable, Sort, Updateable
Description
The fixed amount discount to apply to the line item. Available in API version 65.0 and later.
EndDate
Type
dateTime
Properties
Createable, Filter, Nillable, Sort, Updateable
Description
The end date and time of an asset state period. On an asset that is an evergreen subscription, the last asset state period has no end date.
LegalEntityId
Type
reference
Properties
Createable, Filter, Group, Nillable, Sort, Updateable
Description
The ID of the related legal entity.
This field is a relationship field.
Relationship Name
LegalEntity
Refers To
LegalEntity
Mrr
Type
currency
Properties
Createable, Filter, Sort, Updateable
Description
An asset’s monthly recurring revenue during an asset state period.
PriceRevisionPolicy
Type
reference
Properties
Createable, Filter, Group, Sort, Updateable
Description
Specifies the price uplift policy associated with this asset state period.
This field is a relationship field.
This field is available in API version 65.0 and later.
Relationship Name
Price Revision Policy
Relationship Type
Lookup
Refers To
PriceRevisionPolicy
Quantity
Type
double
Properties
Createable, Filter, Sort, Updateable
Description
The total quantity of an asset during an asset state period.
RampIdentifier
Type
string
Properties
Filter, Group, Nillable, Sort
Description
The ramp record used to group order item segments for this asset state period.
This field is available in orgs that have Revenue Management with the Ramp Deals setting enabled.
The maximum supported length is 255 characters from API version 67.0 and later.
This field is available in API version 62.0 and later.
RampUpliftType
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The pricing uplift calculation type for ramp segments.
Valid values are:
  • Compound
  • Standard
This field is available in API version 68.0 and later.
SegmentIdentifier
Type
string
Properties
Filter, Group, Nillable, Sort
Description
The order item segment for this asset state period.
This field is available in orgs that have Revenue Management with the Ramp Deals setting enabled.
The maximum supported length is 255 characters from API version 67.0 and later.
This field is available in API version 62.0 and later.
SegmentName
Type
string
Properties
Createable, Filter, Group, Nillable, Sort, Updateable
Description
The name of the order item segment for this asset state period.
This field is available in orgs that have Revenue Management with the Ramp Deals setting enabled.
The maximum supported length is 255 characters from API version 67.0 and later.
This field is available in API version 62.0 and later.
SegmentType
Type
picklist
Properties
Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Updateable
Description
The period for the order item segment for this asset state period. Valid values are:
  • Custom
  • Free Trial
  • Yearly
The default value is Yearly.
This field is available in orgs that have Revenue Management with the Ramp Deals setting enabled.
This field is available in API version 62.0 and later.
StartDate
Type
dateTime
Properties
Createable, Filter, Sort, Updateable
Description
The start date and time of an asset state period.
UnitPrice
Type
currency
Properties
Createable, Filter, Nillable, Sort, Updateable
Description
The price per unit for the line item. Available in API version 65.0 and later. Revenue Management won't populate this field in API version 66.0 and later.
UnitPriceUplift
Type
percent
Properties
Createable, Filter, Nillable, Sort, Updateable
Description
Indicates the percentage increase of a line item's unit price. Available in API version 65.0 and later.