Manage IT Asset Reclaims

Available in: Lightning Experience

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

You can:

• Track the complete end-to-end journey of returned IT hardware.
• Route different devices from a single request to specific stockrooms or disposal vendors.
• Maintain an audit trail of every status change to meet compliance requirements.
• Update inventory counts automatically when you receive or retire assets.

• Return Orders and Return Order Line Items
  Track and manage the end-of-life and reclamation journeys for your internal hardware inventory from a centralized app. Return orders give your IT department real-time visibility into incoming devices, automate quantity rollups at target stockrooms, and maintain an accurate audit trail of asset state changes.
• Submit a Device Return or Refresh Request
  Submit a request through the Agentforce Employee Portal to return or refresh your company-issued hardware. This process routes your equipment correctly and updates inventory records.
• Process a Hardware Asset Return
  Fulfill hardware return requests by routing equipment back to stockrooms or moving aging devices to secure disposal sites. Processing a return automatically updates asset statuses, generates logistics records, and maintains an immutable audit trail for compliance tracking.
• Receive Returned Hardware
  Receive serialized hardware at a destination inventory location to complete asset reclamation. Processing incoming returns automatically updates asset lifecycle states, increments inventory counts at the receiving location, and logs an immutable audit trail.
• Process Hardware Asset Refresh and Reclaim
  Fulfill replacement hardware requests for employees while managing the return of existing devices. Automate lifecycle updates, track return service-level agreements (SLAs) through automated multilevel notifications, and manage modification requests by using agents.
• Automate Return Reminders with Service-Level Agreement Tracking
  The asset reclamation and return workflow helps IT departments track hardware items returned by users during offboarding or device refresh cycles. Salesforce admins can configure service-level agreement (SLA) policies and multichannel notification templates to automate employee return reminders across email.
• Set Up SLA Policies and IT Notifications
  Establish service-level agreement (SLA) policies and multichannel notification workflows to track resolution targets and keep IT representatives updated on critical milestone events.
• Asset Reclamation Lifecycle and Best Practices
  Learn how Service Level Agreements (SLAs) track and escalate hardware return milestones across the asset lifecycle. Review recommended practices for integrating HR event triggers and tagging bulk requests for campaign tracking.
• Initiate Employee Asset Reclamation
  Reclaim IT hardware and monitor return progress when employees offboard or change roles. Initiating a reclamation automatically creates service requests and return orders to help you manage shipping details, drop-off instructions, and inventory status.