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Asset Reclamation Lifecycle and Best Practices

Asset Reclamation Lifecycle and Best Practices

Learn how Service Level Agreements (SLAs) track and escalate hardware return milestones across the asset lifecycle. Review recommended practices for integrating HR event triggers and tagging bulk requests for campaign tracking.

Required Editions

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

Service Level Agreement Governance and Escalations

Service Level Agreements (SLAs) monitor key phases of the asset lifecycle:

  • Draft Status SLA: Triggers automated reminders through Slack and email notifications if an employee doesn't complete the intake form within the warning threshold. Continued non-compliance escalates the task to the employee's direct manager.
  • Transit State SLA: Tracks the physical return journey until stockroom personnel receive the hardware and mark the order status complete.

Operational Best Practices

  • HR Integration: Link reclamation workflows to external HR event triggers (such as Workday termination events). This integration creates service requests immediately and preserves employee contact details before network access deactivation.
  • Campaign Tracking: Associate bulk reclamation requests with an overarching Campaign tag to turn on dashboard reporting on exit waves.
 
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