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            Advanced Topics

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            Advanced Topics

            Track and protect your internal IT assets, like laptops and phones, directly within your org. Fulfill incoming requests from active stockrooms with the Sourcing Agent. Run custom batch jobs to transition large groups of devices with just a few clicks. To maintain an accurate record, compare your managed assets against entitlements and monitor daily usage trends.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            • Manage Hardware Asset Lifecycles and Inventory
              Streamline hardware operations to reduce shipping costs and ensure accurate billing. Use the Agentforce Sourcing Agent to improve inventory utilization and automate high-volume lifecycle transitions with custom batch jobs. To monitor capacity and daily usage trends, track managed hardware assets against purchased entitlements.
            • 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.
            • Manage Hardware Assets in Digital Wallet
              Track the consumption metrics associated with your managed hardware assets to scale your billing accurately. Because Hardware Asset Management uses a High Water Mark subscription model based on peak asset counts, use Digital Wallet to monitor capacity and view daily usage trends. Review these metrics to stay within entitlement limits and prevent unexpected overages.
            • Create a Custom Batch Job
              Automate mass lifecycle transitions for hardware assets to save time and reduce errors. Configure custom batch jobs to process large volumes of assets dynamically by using standard filter criteria or an uploaded CSV file. Specify an active flow to customize execution for your business requirements.
             
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