Streamline your IT asset lifecycle operations with new bulk actions, granular inventory tracking, and field synchronization between IT Asset Management and Configuration Management Database systems. Maintain strict auditability with the Asset Timeline, optimize stock with soft reservations, and manage hardware disposal.
- Accurately Track Hardware Inventory with Asset-Based Locations
Monitor your devices based on specific lifecycle states instead of a single Quantity-on-Hand metric. Distinguish your IT asset management inventory from standard serialized product inventory. You can also view multiple quantity fields on product item records, such as available, allocated, in transit, damaged, and on hold, to get an accurate picture of deployable assets. - Gain Granular Inventory Visibility with State-Based Quantity Tracking
Accurately track the specific state and condition of your inventory across IT Asset Management, Field Service, and supply chain operations. Use multiple state-based quantity fields on the Product Item object, such as Quantity Available and Quantity Damaged, instead of relying on a single aggregate quantity. Categorize stock driven by automated asset status mapping to prevent fulfillment delays and avoid over-promising assets. - Synchronize Inventory Counts with Asset Status Mapping
Keep your product item rollups perfectly synced with the real-world state of your hardware. When you map asset statuses to specific quantity categories, the system automatically updates fields such as Quantity Available or Quantity Damaged whenever an asset's state changes, preventing stock discrepancies. - Manage Hardware Asset Lifecycle Transitions in Bulk
Reclaim, refresh, or dispose of a large group of assets simultaneously with just a few clicks. Quickly filter and select assets directly from a list view, or process high-volume transitions by uploading a CSV file. - Scale Hardware Deployment with Fulfillment Orders
Deploy physical assets to your employees with a modern logistics framework. Group multiple requested products under a single order based on the source location by using the Fulfillment Order and Fulfillment Order Line Item objects. Replace single-product transfers with this new data model to support scalable AI-driven automations. - Streamline Asset Reclamation with Return Orders
Simplify the logistics of reclaiming hardware from employees by using the Return Order and Return Order Line Item objects. Previously, returning assets relied on Product Transfer records designed for stockroom-to-stockroom movement. Now you can track hardware returning to inventory, route devices to multiple locations simultaneously, and automate inventory quantity updates upon receipt. - Prevent Inventory Stockouts with Soft Reservations
Reserve inventory for specific demand sources before a physical device is picked from the shelf. Soft reservations immediately decrease the available inventory count to prevent double-booking stock, providing granular visibility into your inventory state and improving fulfillment accuracy. - Secure IT Hardware End-of-Life with Asset Disposal Workflows
Ensure data security, environmental responsibility, and regulatory compliance when disposing hardware. Asset managers can now group retired assets into comprehensive disposal orders and enforce critical predisposal tasks like data sanitization. They can also upload official certificates of disposal to secure an audit trail. - Optimize IT Hardware Lifecycles with Service Requests
Replace cases with service requests to streamline your core hardware lifecycle workflows. Employees can initiate requests through multiple self-service channels, including the Agentforce Employee Portal, Slack, and Microsoft Teams. To accelerate hardware delivery and reclamation, IT fulfillers can use automated routing rules, service catalog templates, and multi-location sourcing. - Align Assets and Configuration Items with Bidirectional Field Synchronization
Keep your IT Asset Management (ITAM) and Configuration Management Database (CMDB) records perfectly aligned with event-driven, bidirectional synchronization at the field level. Define field mappings, establish a source of truth, and configure field value translations to resolve data conflicts between systems. These synchronization capabilities eliminate manual data entry, reduce data drift, and provide your IT fulfillers with accurate data. - Track IT Hardware Asset Management Usage with Subscription-Based Billing
Monitor IT Hardware Asset Management usage based on the number of eligible managed IT hardware assets in your org. Consumption is metered through Salesforce Digital Wallet, giving visibility into asset counts and usage trends over time. - Accelerate Hardware Fulfillment with the Sourcing Agent
Streamline hardware fulfillment processes by using autonomous evaluations of real-time inventory and logistical constraints. The Sourcing Agent determines the most cost-effective sourcing path for approved hardware requests, recommending whether to fulfill from existing stock or initiate new procurement.