Deploy this template to provide employees with a standardize way for returning company-assigned hardware.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
This template creates a service request record that captures essential user details for accurate and auditable fulfillment. Review what’s included with the template.
Intake Attributes
The intake form for this template captures these details from the employee:
- Reason for Return: The justification or circumstance for returning the device.
- Return By Date: The date for when the device will be returned.
Manual Fulfillment
This service process routes the request for manual fulfillment to the IT team. You can build a flow in Flow Builder to include custom logic, such as manager approvals or automated fulfillment.
Integration
This template doesn't include any preconfigured integrations for intake or fulfillment. Use Flow Builder to create custom flows with connectors that define how the request is captured and fulfilled.