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          Request Device Return

          Request Device Return

          Deploy this template to provide employees with a standardize way for returning company-assigned hardware.

          Required Editions

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

          This template creates a service request record that captures essential user details for accurate and auditable fulfillment. Review what’s included with the template.

          Intake Attributes

          The intake form for this template captures these details from the employee:

          • Reason for Return: The justification or circumstance for returning the device.
          • Return By Date: The date for when the device will be returned.

          Manual Fulfillment

          This service process routes the request for manual fulfillment to the IT team. You can build a flow in Flow Builder to include custom logic, such as manager approvals or automated fulfillment.

          Integration

          This template doesn't include any preconfigured integrations for intake or fulfillment. Use Flow Builder to create custom flows with connectors that define how the request is captured and fulfilled.

           
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          Salesforce Help | Article