---
schema_version: "1"
id: 1b8dca98ed515021dfa2df50b800a6d8e24a25133a587a29902f7217d52e74f8
title: Create a Custom Batch Job for IT Assets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_asset_mgmt_create_batch.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_asset_mgmt_create_batch.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2b9c9f9bba63b545141ec9667127d1992cfd24748aedaa551fd2af7cc12a77cb
description: Automate mass lifecycle transitions for hardware assets to save time and reduce errors. Configure a custom batch job to process large volumes of assets dynamically by using standard filter criteria or an uploaded CSV file.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Create a Custom Batch Job for IT Assets

Automate mass lifecycle transitions for hardware assets to save time and reduce errors. Configure a custom batch job to process large volumes of assets dynamically by using standard filter criteria or an uploaded CSV file.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d15654e72">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15654e72 ">To create a batch job</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15654e72 "><strong>Salesforce admin</strong> profile</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15654e72 ">To manage flows</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15654e72 "><strong>Manage Flows</strong> system permission</td>

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Specify an active flow to customize the execution process to your specific business requirements. If you use a file-based batch job, ensure the CSV file contains a column named exactly **Id** and includes a maximum of 10,000 asset record IDs.

1. From **Setup**, in the **Quick Find** box, find and select **Batch Management**.
2. Select **New**.
3. Enter a **Name** and **API Name** for the batch job.
4. For **Process Type**, select **Flow**.
5. In the Execution **Process**, find and select the active flow you want to run.
6. Set **Group**, **Batch Size** (up to 2,000), **Retry Count** (up to 3), and **Retry Interval**, then select **Next**.
7. Select a **Flow Input Variable** that uniquely identifies each record.
8. Select **Asset** as the target object.
9. Define the **Conditions** for processing records by selecting a method:
    - **Filter Criteria**: Select standard static filter conditions to select records for the batch job.
    - **File Input (CSV Upload)**: Select this configuration type to support large-volume processing. Provide an input variable that stores the uploaded file's **ContentDocumentId**.
10. Select **Save** and then **Activate**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)
    
    Note You can't edit active batch jobs.

To track the real-time progress and health of your bulk actions, go to **Monitor Workflow Services** in **Setup**. You can view the overall status, drill down into successfully processed records, or isolate error messages for failed records.