Asset Service Lifecycle Management
Asset Service Lifecycle Management empowers businesses to manage the entire lifecycle of asset service operations, streamline field service operations, and boost the productivity and satisfaction of your field service teams. Asset Service Lifecycle Management offers a suite of features that help businesses maximize asset lifetime value, minimize asset downtime, improve service delivery, manage product services at scale, and simplify the work order management process.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability. |
- Asset Service Lifecycle Management Editions
Review the supported products and editions for Asset Service Lifecycle Management features. - Agentforce for Asset Service Lifecycle Management
Agentforce for Asset Service Lifecycle Management offers a suite of AI-powered agent templates that help you manage inventory tasks and asset service estimation through natural language interactions. With out-of-the-box agent topics and actions, quickly generate performance summaries, estimate service requirements for assets, and search for products or assets based on user-defined criteria. - Advanced Exchange
Use Advanced Exchange to streamline the creation of return and replacement requests for defective products or parts. Field technicians or service managers can quickly capture product details and initiate both return and replacement requests in a single, unified process—ensuring smooth operations with minimal disruption. - Asset Coverage View
Use the Asset Coverage View for quick access to customer entitlements. - Asset Interactive Hierarchy
Asset Interactive Hierarchy offers a way to easily visualize and navigate a complex asset and its child assets. - Book Service Appointment
Agents can easily view, book, reschedule, or cancel service appointments. This feature is accessible from a work order and other features. - Depot Repair
Depot Repair streamlines the repair process for damaged products or parts returned to depots. Work orders for depot repair can be created directly from return order line items with auto-populated data, simplifying the work order creation process. Structured workflows and real-time tracking improve service performance and ensure consistency across depot operations. - Inventory Allocation
Inventory Allocation enables organizations to soft reserve inventory for diverse demand sources such as Sales Orders and Work Orders, while maintaining visibility into on-hand, allocated, and available inventory. It ensures inventory is reserved, prevents over commitment, and provides accurate inventory visibility even during high-volume, concurrent transactions. - Inventory Batch Management
Track and manage inventory more efficiently for both serialized and non-serialized products using batch details. - Inventory Search and Transfer
Manage inventory stock and movement, and streamline your inventory operations by using Inventory Search and Transfer. Design a search experience to empower inventory and service teams to monitor products and parts at warehouses, plants, and other inventory locations. Configure the searchable object that's the basis of the search experience, what criteria users use to search for products, how search results appear, and what actions users perform on the search results by using Criteria-Based Search and Filter. Maintain optimal inventory levels and fulfill customer demand by easily transferring serialized and non-serialized products across inventory locations. - Inventory Count
Get an accurate picture of your inventory, compare your physical and system stocks, and maintain reliable inventory records with inventory counts. Plan cycle counts and create ad hoc counts for products and parts across inventory locations. Easily capture inventory counts for serialized and non-serialized products and take count notes at designated inventory locations by using the Salesforce Field Service mobile app. Get a single view of the accuracy, progress, counted quantities, and other key details of inventory counts. - Inventory Replenishment
Prevent stockouts, ensure consistent product availability, and cultivate customer trust with a reliable, streamlined inventory replenishments process. Manage inventory replenishment policies to define how product items are restocked, where they're restocked from, and by how much they're restocked. Periodically run an automated inventory replenishment to trigger replenishment when stock levels drop below predefined thresholds—all without manual inventory checks. - Product Service Campaign
Organize impactful, timely product service campaigns to service products in disrepair, recall defective products, upgrade eligible products, and streamline product communications at scale. Product service campaigns help companies nurture a robust reputation, cultivate customer loyalty, and ensure customer safety. Service managers can design product service campaigns to assess issues in a large number of assets in a product line and coordinate activities to address the issues. They can easily segment and curate actionable lists of assets in product service campaigns, and assign lists to service agents. Service agents can monitor the services to be performed on the assets. - Service Parts Return
Manage the return process for service parts to improve service process efficiency for users. Field service technicians can request the return of damaged parts related to a work order when the part must be replaced. - Timesheets and Labor Cost Optimization
Streamline the timesheet management process, improve compliance with labor union regulations, and reduce costs with Timesheets and Labor Cost Optimization. - Work Order Estimation
Before starting any field service work, assess the costs and effort required to provide reliable quotes and plan efficiently. You can estimate field service work for different sources, such as repair or extension work for assets, installation tasks for quote items or order items within existing sales quotes and orders, and network and infrastructure expansions for specific work type groups.
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