Get Started with IT Asset Management

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

Standardize your processes and use automation to manage these core pillars:

• Asset Inventory: Track devices currently in stock or assigned to users.
• Asset Lifecycle: Manage transitions from initial request to final reclamation.
• Asset 360: Maintain a chronological audit trail of all asset state changes.
• Analytics: Monitor capacity and usage trends by using consumption metrics.
• Integrations: Synchronize your managed assets with your Configuration Management Database (CMDB).

• Get Started with IT Hardware Asset Management
  Manage your internal IT hardware inventory from a centralized app. IT Hardware Asset Management introduces an asset-first data model to streamline fulfillments, returns, and lifecycles. This model operates independently of the Field Service data model.
• Asset Eligibility Framework
  Protect subscription tracking and multi-domain data integrity by enforcing hardware validation across your asset clouds. Tag active records by using the IsItHardwareAsset field to prevent background processes from impacting non-IT asset classes. Turn on global enforcement only after auditing your data, as batch failures automatically block lifecycle operations across sourcing, reclamation, disposal, and depreciation.
• Permissions and Prerequisites for IT Hardware Asset Management
  Before you manage internal IT asset lifecycles, make sure that your org meets system requirements and assigns proper user access. Review the features, platform licenses, and permission sets needed to implement this functionality.
• Manage IT Hardware Inventory Locations and Rollups
  Configure stockrooms or storage sites as inventory locations to track devices and status-driven quantity rollups. Reserve assets for upcoming requests with soft reservations to prevent double-booking before picking physical devices. Track real-time state changes directly on an asset timeline. Establish event-driven, bidirectional synchronization to align records with your Configuration Management Database (CMDB).
• Manage IT Service Delivery with Service Requests
  Fulfill routine IT service requests, such as system access and hardware provisioning. Transition from standard cases to purpose-built service requests to simplify hardware lifecycle workflows. Centralize tracking on service requests to help admins manage inventory updates, track physical movements, and maintain an audit trail.
• Source Requested Hardware
  Source requested hardware items from inventory locations to fulfill employee requests and maintain accurate inventory records. Reserve assets to secure stock and prevent double-booking while warehouse teams pick devices.
• Manage Hardware Fulfillment Orders
  Coordinate the hardware fulfillment lifecycle to reserve, track, and deploy internal IT assets to employees. Link serialized devices directly to fulfillment orders to establish a clear chain of custody. Maintain a reliable audit trail for all stockroom reservations. Track real-time shipping updates when hardware leaves an inventory location. Automatically update asset statuses throughout deployment.
• Manage IT Asset Reclaims
  Track returned devices from employees and automate inventory updates. Standardized return workflows support employee offboarding and hardware refreshes.
• IT Hardware Asset Lifecycles and Synchronization
  Learn how to track hardware asset lifecycles and synchronize asset data with your CMDB.
• Manage Hardware Asset Disposals
  Learn how to dispose of IT hardware securely and maintain compliance through disposal orders, vendor certificates, and audit trails.
• Advanced Topics
  Track and protect your internal IT assets, like laptops and phones, directly within your org. Fulfill incoming requests from active stockrooms with the Sourcing Agent. Run custom batch jobs to transition large groups of devices with just a few clicks. To maintain an accurate record, compare your managed assets against entitlements and monitor daily usage trends.