hi Everyone
Is there anyone using Salesforce to manage your org's internal IT inventory? (eg: laptop, mobiles assigned to staff..etc)
I am currently managing IT laptops, mobiles in Excel spreadsheets and i am thinking of importing them into Salesforce. Here is what i am planning to do:
- All our staff are contacts in Salesforce ( This is already done by HR)
- Create a custom object named IT asset ( laptop record type, mobile phone record type)
- Create staff contact relationship with IT asset objects as look up relationship.
- Import IT inventory data from excel to Salesforce.
I would be really appreciated if you can share thought on this with me so i can put in my action plan before implement this.
Thanks
Thomas
Adding a late answer for anyone who finds this thread later. The junction object approach above is the right DIY pattern: Asset, Contact, and an Assignment record with assigned and returned dates gives you full history without relying on field history retention.
If you'd rather not build and maintain it, ITAM App is a managed package that does this out of the box: hardware and licences, assignment history, warranty and renewal alerts, standard reports. Staff who hold equipment are records, not users, so they don't need Salesforce licences. The free plan covers 20 owners and 100 assets with no time limit. Disclosure: I'm one of the makers.
https://anyityapp.com/ITAM_App
