Loading
Inhalt
Filter (0)Hinzufügen
Filter auswählen

          Keine Ergebnisse
          Keine Ergebnisse
          Hier sind einige Suchtipps

          Überprüfen Sie die Schreibweise Ihrer Stichwörter.
          Verwenden Sie allgemeinere Suchbegriffe.
          Wählen Sie weniger Filter aus, um Ihre Suche auszuweiten.

            Gesamte Salesforce-Hilfe durchsuchen
            Gesamte Salesforce-Hilfe durchsuchen
            Get Started with IT Hardware Asset Management

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce IT Service

            Get Started with IT Hardware Asset Management

            Manage your internal IT hardware inventory from a centralized app. IT Hardware Asset Management introduces an asset-first data model to streamline fulfillments, returns, and lifecycles. This model operates independently of the Field Service data model.

            Required Editions

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

            Historically, asset tracking required a serialized product to link inventory to an asset record. The asset-first framework eliminates this infrastructure dependency. Link core asset records directly to fulfillment operations, return configurations, and compliance tracking. Configuring these features saves deployment time and maintains accurate records.

            Automate and Sync Workflows

            Automations govern your physical hardware repository.

            • Bulk Actions: Perform critical lifecycle transitions on selected asset groups simultaneously. Run reclaims, refreshes, and disposals by using built-in batch processing.
            • CMDB Synchronization: Align asset records and your Configuration Management Database (CMDB) perfectly. Event-driven, bidirectional field mappings minimize manual data entry and reduce data drift.
            • Agentforce Automation: Orchestrate end-to-end asset tracking and receive context-driven assistance through AI agents. Standard subagents guide fulfillment reps through product selection, stockroom sourcing, and automated shipping workflows.
            • IT Hardware Asset Management Overview
              When you manage your internal IT asset inventory, such as employee laptops and phones, use an asset-first data model to streamline fulfillments, returns, and lifecycle management. Use the IT Asset Management suite's integration and automation features to process large-scale transitions, synchronize records, and orchestrate lifecycles with proactive assistance.
            • IT Hardware Asset Management Workflows
              Orchestrate the complete lifecycle of your internal hardware assets with standardized workflows. Save time and maintain accurate inventory records when you run bulk updates, fulfill new requests, reclaim devices, refresh devices, ensure compliant disposal, and synchronize data with your Configuration Management Database (CMDB).
            • IT Asset Management Key Terms
              Review IT Hardware Asset Management terminology. Understand these terms to track financial lifecycles, manage inventory, and maintain compliance.
            • IT Asset Management Key Personas
              Review IT Hardware Asset Management personas to understand their key tasks and responsibilities for stockroom logistics, hardware fulfillments, compliance, and financial lifecycles.
            • Limitations for Service Process Templates
              Standard service process templates and their associated flow templates are available only in English.
            • Example: End-To-End Hardware Asset Lifecycle
              Review a scenario that demonstrates the complete lifecycle of a hardware asset from request to reclamation and eventual disposal. For example, an employee requesting a laptop renewal, the IT team fulfilling the request, the return of the old device, and its secure retirement.
             
            Laden
            Salesforce Help | Article