Convert customer assets to enterprise orders in Enterprise Sales Management to handle the complete MACD (move, add, change, disconnect) flow. From the Asset Viewer on the Account page, sales reps can select assets to create new orders or add them to existing ones. Small selections process instantly, while larger selections process asynchronously based on configurable thresholds.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Enterprise Sales Management.
How: Go to Setup > Custom Permissions and enable the ESMAddAssetInEnterpriseOrder custom permission in the user’s assigned permission set or profile.