MoveEase

Move Ease

Asset Transfer Made Easy

Move Ease

Asset Transfer Made Easy

AIM

To transfer one account’s asset record to another Account by searching that account in the custom user interface of the MoveEase App.

App Type

Lightning Platform (Custom quick action Button)

App Profile

MoveEase is an easy-to-install app for Salesforce CRM users that easily transfers one account’s asset record to another by searching that account in the user interface of the app.

App Background

Sometimes we need to transfer one account’s asset record to another. So, using the MoveEase app, users easily transfer one account’s asset record to another account by searching that account in the custom user interface of the app.

User Profile

This app is for all those markets and businesses using Service Cloud CPQ subscription-based products, Service Contract management, and anyone who requires simplicity in managing Service Contract records.

App Specifications

Supported Editions: Enterprise, Unlimited, Developer, Performance
Supported Languages: English
Supported Features: Lightning Experience
Select any additional Salesforce products required to use your app: Salesforce CPQ, Service Cloud for Salesforce CPQ

App Highlights

The user can select the asset record available in that account and then choose another account to which these assets transfer.
For user asset selection convenience, we also provide different filters like Asset Name, Status, Product, etc.
App works well with Bundled Asset type products as well. If user selects any asset which is bundled/child, then the related parent & all other child assets get automatically selected. We have also prepared our User Interface so that users can quickly identify whether this is a Parent asset or Child asset record.