---
schema_version: "1"
id: 56cee737524161fcdb6901f00150d1a9e546e81a6b02fdbdbc854362cc696c6a
title: 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_con.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_asset_mgmt_sourcing_agent_con.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2656eeaf562eb52ff00696dd231ad4b7d85bb7f637673b43fe5f34dc86e4b84c
description: Fulfill hardware requests efficiently and optimize stock utilization with the Sourcing Agent. This AI agent autonomously identifies the ideal fulfillment path for approved requests. This process reduces shipping costs and improves resource allocation.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Sourcing Agent

Fulfill hardware requests efficiently and optimize stock utilization with the Sourcing Agent. This AI agent autonomously identifies the ideal fulfillment path for approved requests. This process reduces shipping costs and improves resource allocation.

### 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>

## Operating Modes

Select Guided Fulfillment to review agent recommendations before execution. Access the agent in the Agentforce panel within Salesforce, Slack, or Microsoft Teams to confirm shipments and transfers manually.

## Sourcing Logic

The agent uses a specific priority sequence to find hardware:

1. **Local Inventory:** Check the stockroom nearest to the requester.
2. **Internal Transfer:** Scan other locations and create a product transfer if local stock is unavailable.
3. **External Procurement:** Refer the request to the purchasing team by creating a product request and updating the case status.

![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 The agent evaluates logistical rules, such as matching source and destination countries, before proximity calculations.

## Error and Exception Handling

If a systemic issue occurs, an unavailable result appears in the Proactive Assistance user interface. Systemic issues include reservation errors or connection failures.

## Collaboration

Proactive Sourcing Assistance provides in-context inventory recommendations directly within the Service Request workflow. This feature recommends the most appropriate stockroom or sourcing path for each requested product. Recommendations match available inventory, location, and delivery requirements.

Embedding these recommendations where fulfillment work happens allows IT fulfillers to make sourcing decisions faster and more consistently. Fulfillers no longer need to review inventory manually across multiple locations. This in-context approach reduces sourcing delays and operational overhead.