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Automate Return Reminders with Service-Level Agreement Tracking

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Automate Return Reminders with Service-Level Agreement Tracking

The asset reclamation and return workflow helps IT departments track hardware items returned by users during offboarding or device refresh cycles. Salesforce admins can configure service-level agreement (SLA) policies and multichannel notification templates to automate employee return reminders across email.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
  • Automate Hardware Return Reminders with Service-Level Agreements
    Manage IT asset retrievals by setting up automated return schedules driven by service-level agreement (SLA) milestones. Send targeted notifications across channels to keep users informed until the hardware returns.
  • Set Up Service-Level Agreement Policies for IT Service Management
    Set up service-level agreement (SLA) policies to define service level expectations. SLA policies track resolution targets and ensure consistent support response times for users in IT Service Management.
  • Configure OOTB Notification Templates
    Configure organizational return parameters, define multichannel communication templates, and map service-level agreement (SLA) tracking criteria. Setting up automation rules makes sure that the system accurately calculates tracking milestones and delivers notifications when hardware returns delay.
  • Create and Activate Return Order SLA Policies
    Set resolution targets, streamline hardware intake, and manage asset reclamation deadlines with Return Order service-level agreement (SLA) policies.
 
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