---
schema_version: "1"
id: f90ae9ce992767f29c83fe92464723efb12d603615965919bcc4e6b06c31d5f6
title: Configure a Sourcing Agent
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_sourcing_agent.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_asset_mgmt_sourcing_agent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bc6e117181410279a7ddb78729f78d36af5b80a2cc3f7e2fef24ec39dbff2515
description: Configure a sourcing agent to evaluate real-time inventory and logistical constraints for approved hardware requests. The agent determines the fulfillment path based on geographical proximity and recommends by using existing stock, internal transfers, or new procurement. You can customize the logic to evaluate requests by using your specific business criteria.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Configure a Sourcing Agent

Configure a sourcing agent to evaluate real-time inventory and logistical constraints for approved hardware requests. The agent determines the fulfillment path based on geographical proximity and recommends by using existing stock, internal transfers, or new procurement. You can customize the logic to evaluate requests by using your specific business criteria.

### 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="d125487e72">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d125487e72 "><strong>Manage Inventory</strong></td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d125487e72 ">Configure stockrooms and asset-based inventory locations.</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d125487e72 "><strong>Customize Application</strong></td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d125487e72 ">Set up autonomous triggers on service requests and define logistical rules.</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d125487e72 "><strong>Manage Agents</strong></td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d125487e72 ">Configure and deploy agents to supported channels.</td>

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- Turn on Hardware Asset Management.
- Turn on Generative AI in Setup.
- Turn on sourcing agent preference.
- Populate an IT Hardware Asset Management data model with service requests, product catalogs, and accounts.
- Verify inventory data accuracy across product items, product transfers, and product requests.
- Establish an approval process for hardware requests.

## Set Up Asset Based Inventory Locations

Configure stockrooms to use IT Asset Management inventory model so that the agent evaluates deployable hardware.

## Configure Fallback and Exception Handling

Make sure that the process fails gracefully if inventory is unavailable or an error occurs.

1. Define a routing rule for errors such as Inventory Mismatch.
2. Set agent to log error details in **Work Notes**.
3. Configure agent to change request status to **Fulfillment Exception** or **Work In Progress** and route to a manual fulfillment queue.