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            Manage IT Hardware Inventory Locations and Rollups

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            Manage IT Hardware Inventory Locations and Rollups

            Configure stockrooms or storage sites as inventory locations to track devices and status-driven quantity rollups. Reserve assets for upcoming requests with soft reservations to prevent double-booking before picking physical devices. Track real-time state changes directly on an asset timeline. Establish event-driven, bidirectional synchronization to align records with your Configuration Management Database (CMDB).

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            • Location Usage Types
              Manage IT Hardware Asset Management inventory models seamlessly within a single Salesforce org. Defining the inventory model at the location level makes sure you use consistent logic for all workspace items.
            • Asset Status Mapping
              Map dynamic asset statuses to product item quantity fields to automatically update inventory counts when an asset changes status.
            • Asset Activity
              Track lifecycle events for hardware assets by using a core transactional logging entity. When you configure asset-based tracking at storage locations, the system records state changes and quantity updates automatically. Add the custom timeline to Lightning record pages so that admins and IT reps can quickly view chronological asset history. Review record modifications, status adjustments, and initiating users at a glance.
            • Soft Reservations
              Secure inventory for specific demand sources before picking physical devices. Configure soft reservations to track planned usage and decrease available counts in real time.
            • Asset and Configuration Item Synchronization
              Automatically synchronize your IT hardware asset and configuration item records by mapping fields and establishing a definitive source of truth. The framework resolves data conflicts and processes bidirectional field updates without manual data entry. Defining data ownership at the field level keeps records aligned, reduces data drift, and prevents infinite update loops.
             
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