When you manage hardware fulfillment, you can configure sourcing settings to evaluate
nearby stock levels automatically or receive proactive recommendations. The Sourcing Agent
creates fulfillment orders and product transfers in the background, eliminating manual
review.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service.
Select a Sourcing Mode
Autonomous Sourcing: Select this mode when inventory levels are reliable, transit
routes are standardized, and you want a zero-touch fulfillment cycle for routine
requests.
Recommendations-Only (Proactive Mode): Select this mode if stock distribution fluctuates unpredictably or if local warehouse teams manually sign off on destination constraints before inventory moves.
Monitor Performance and Transparency
Reasoning Logs
To view why an autonomous location selection is made, go to the Work Notes or the
centralized Sourcing Agent Audit Logs on the Service Request record.
The logs show step-by-step details about the geographical boundaries and stock logic used by
the reasoning engine.
Success Metrics Dashboard
Track systemic performance by opening the IT Asset Management (ITAM) Success Metrics
Dashboard. Key performance indicators (KPIs) include:
Sourcing Completion Times: The median duration from request approval to automated
fulfillment order generation.
Recommendation Acceptance Rates: The percentage of proactive recommendations
successfully ran by fulfillers without manual overrides.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.