Soft-reserve inventory items and create fulfillment orders directly from your service
request workflow. Review recommendations generated by AI agents to route hardware efficiently
while maintaining oversight.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service. |
| User Permissions Needed |
| IT Fulfiller: |
Hardware Asset Management, AND Read and Write on Service Requests |
| Inventory Manager: |
Hardware Asset Management, AND Read and Write on Fulfillment Orders |
When Proactive Assistance is enabled, the agent evaluates inventory and delivery requirements
to recommend optimal sourcing paths.
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From the App Launcher, find and select IT Hardware Asset
Management.
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Select Service Requests.
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Select an approved hardware service request.
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Find the Proactive Assistance card.
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Review the hardware sourcing recommendations from the agent.
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Select Apply Recommendation.
