Automate hardware lifecycle management with Agentforce AI agents that handle employee inquiries, sourcing decisions, and disposal reconciliation through conversational interfaces. Track every inventory change with a complete double-entry ledger for audit compliance. Simplify daily operations with Fast Path fulfillment that consolidates all actions on a single page, and customize asset status mappings to match your organizational processes.
- Automate Hardware Lifecycles with Agentforce
Reduce IT workload and speed hardware fulfillment with AI agents that handle sourcing, disposal verification, and asset tracking through conversational interfaces. Employees request hardware and check status updates in Slack, Microsoft Teams, or the Agentforce Employee Portal with natural language. IT teams benefit from automated sourcing recommendations, PDF-based disposal certificate reconciliation, and proactive user attestation campaigns. - Protect Your Billing Integrity by Enforcing IT Hardware Asset Scope
Fence your hardware asset management lifecycle processes to run strictly on eligible IT hardware assets. By replacing scattered validation checks with a centralized mechanism, your organization ensures consistency across all workflows and APIs. This guardrail prevents accidental bulk modifications to non-hardware domains and blocks untagged assets from bypassing metering. - Map Asset Statuses to Lifecycle Processes and Inventory Tracking
Map custom asset status values to standardized categories, inventory quantities, lifecycle transitions, and search filters through a centralized setup interface. Without custom code, define how each status affects inventory availability, automatic status transitions, and asset search filters to ensure accurate operational tracking. - Speed Fulfillment with AI Sourcing Recommendations
An AI agent evaluates hardware requests and recommends the optimal fulfillment path based on inventory availability and logistics. The Sourcing Agent checks local inventory first, then internal transfers from other locations. Review and accept recommendations in Guided Fulfillment mode, or turn on autonomous mode so the agent creates fulfillment orders automatically. - Reclaim All Employee Hardware in One Bulk Action
Process hardware returns for departing employees with a single action. Asset managers can initiate bulk reclamation from an employee record, multi-select employees from a list view, or upload a CSV file for asynchronous batch processing. Employees receive one consolidated email detailing all assets requiring return, instead of separate notifications for each device. - Simplify Fulfillment with Actions on the Service Request
Manage fulfillment and return orders directly from the service request page. For organizations with a single stockroom, fulfillment and return orders generate automatically when service requests reach processing status. Review line item details and action buttons on the service request page, then add assets, allocate inventory, mark items as shipped, and confirm delivery without switching pages. - Complete Fulfillment Tasks Without Switching Pages
View all fulfillment orders and return order line items with quick action buttons directly on the service request page. Add assets, allocate inventory, view reservation details, and mark items as shipped or delivered, all without switching pages. This component cuts fulfillment clicks by approximately 50%. - Track Inventory Changes with Automated Transaction Logs
Automated transaction logs track inventory quantity changes across the asset lifecycle. Each ledger entry captures what changed, when it changed, and the business process that triggered the change, along with the related fulfillment order line item, asset activity, or return order line item. - Process Hardware Assets Faster with the Mobile Barcode Scanner
Stockroom managers, inventory auditors, and IT fulfillers scan barcodes and QR codes on hardware asset tags to look up records and process orders using the Salesforce mobile app. The Mobile Barcode Scanner uses device cameras, eliminating the need for third-party SDKs, AppExchange packages, or dedicated hardware. - Reduce Asset Shrinkage with Automated Return Reminders
Make sure that employees complete asset returns on time with automated reminder notifications. When you initiate a reclaim, the system creates a draft service request. It sends configurable email or Slack reminders until the employee confirms their shipping address and returns the asset. Service level agreements (SLAs) drive the reminder cadence and escalate to the employee's manager or HR contact when thresholds are breached.