Streamline, simplify, and upgrade your inventory operations and enhance service efficiency with the Asset Management features.
- Enhance Proactive Customer Service with Agentforce
Improve proactive customer service by using the enhanced features of the Asset Service Estimation agent topics as part of the Asset Service Management agent. Efficiently select price books for a chosen service work type, the relevant products and their quantities. Choose to specify a different coverage for each product and simplify the process of incorporating asset warranties, entitlements, or service contracts. Create a more enriched quote with the specific discount details for each selected product. Create work orders with an asset’s account ID and with the asset name and work type name in the subject - Inventory Management Enhancements
Enhance operational efficiency with new capabilities that streamline inventory management. - Manage Asset Recall Inquiries Using Prebuilt Service Templates
Use prebuilt service process templates to handle asset-related recall inquiries, such as eligibility questions or dealer appointment details. These templates help Original Equipment Manufacturers (OEMs) accelerate implementations, enabling faster deployments and improving operational efficiency. Easily view the list of assets for the selected customer account, check whether a specific asset is part of an active recall, and share details of the relevant authorized service partners. A case is created and automatically closed post fulfillment of the service process request and an email is sent to the customer with the relevant recall inquiry details. - Access Claims from Product Service Campaign Items
View claims on a product service campaign item record. Assign a related list and access the claims associated with a particular product service campaign item. - Timesheet and Labor Cost Optimization Enhancements
Enable field technicians to associate assets with timesheets and capture detailed information by using configurable forms. Technicians can update verified timesheets to maintain accuracy, while supervisors and admins control the visibility of entry fields to match operational needs. Service resources can use Agentforce to handle time-tracking tasks like creating and verifying timesheets. - Upsell and Cross-Sell Products for Service with Agentforce
Use Agentforce to empower every technician and service rep, regardless of their expertise, to identify and propose upgrades or add-ons for specific assets or recommend new products during customer interactions. The agent navigates users through product discovery, clarifies user intent for accuracy, and identifies the most relevant product options based on customer needs. It then helps generate quotes for selected products and capture quote approval.