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MoveEase

Asset transfer made easy!

Overview

This is an easy-to-install app for Salesforce CRM users, Sometimes we need to transfer the Asset record of one Account to another Account. So, using this app users can easily transfer one Account’s asset record to another Account by searching that account

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  • User can select 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.

  • We have taken care of Bundled Asset type product, if you select any asset which is bundled/child then related parent & all other child get automatically selected also we prepared our User Interface in such way that user can easily identify whether this is

MoveEase is used to transfer asset records from one account to another account. MoveEase app is used in scenarios where merger or acquisitions of customer accounts happen and any other scenarios that require assets to be transferred from one account to another. Users are provided the ability to manually select and transfer the asset from one account to another. Asset record values will remain as is post transfer to the target account.

Categories

Personas
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

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