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            Submit a Device Return or Refresh Request

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            3. Agentforce IT Service

            Submit a Device Return or Refresh Request

            Submit a request through the Agentforce Employee Portal to return or refresh your company-issued hardware. This process routes your equipment correctly and updates inventory records.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To access Agentforce Employee Portal: AI for Employee Portal permission set license and Use AI in Employee Portal user permission
            1. From Agentforce Employee Portal, find and select Unified Catalog.
            2. Select Hardware Requests or search for a specific return template, such as Request Device Return.
            3. Select your assigned asset from the list of equipment.
            4. Provide the required details:
              • Reason: Enter a business justification or select a return reason.
              • Requested Date: Specify when you plan to return the hardware.
            5. Select Submit.

            Monitor the My Tickets tab for status updates and return instructions. You'll receive notifications via email, Slack, or Microsoft Teams with shipping labels or drop-off details after an IT fulfiller processes your request.

             
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            Salesforce Help | Article