ITAM_App__Asset_Transfer__c

The Asset Transfer object represents the transfer of one or more IT asset units between Asset Owners within the organization. It is used to manage and track asset handovers from one employee (Asset Sender) to another (Asset Recipient), ensuring accountability and transparency in the asset lifecycle.

Transfers may occur in various contexts — such as onboarding, offboarding, department changes, or hardware replacements — and are categorized by Transfer Direction (e.g., Admin to User, User to Admin, Admin to Admin). Each Asset Transfer is associated with multiple Asset Transfer Items, which represent the individual asset units included in the transfer.

Status Logic

The Status field controls how the transfer affects assets and related requests:

• New – No changes are made to Asset Units:
  
  • If Update Request is enabled, the linked Asset Request status is updated to a mapped value defined in system settings.
  • No changes are made to Asset Units

• Ready to Transfer:
  
  • If the Reserved checkbox is selected, the related Asset Units’ status is set to Reserved.
    
  • If Update Request is enabled, the linked Asset Request status is updated to a mapped value defined in system settings.
    
• Completed – Finalizes the transfer by:
  
  • Updating the owner of each Asset Unit to the selected Asset Recipient.
  • If Update Request is enabled, the linked Asset Request status is updated to a mapped value defined in system settings.
  • Changing the Asset Unit status based on the transfer direction:
    
    • Admin to User → In Use
      
    • User to Admin → Available
      
    • Admin to Admin → Status remains unchanged
      
• Cancelled – Indicates that the transfer has been canceled.
  
  • No changes are made to assets.
  • If Update Request is enabled, the linked Asset Request status is updated to a mapped value defined in system settings.
  • The transfer is locked and cannot be edited further.
    

This automation ensures consistency, control, and accountability throughout the asset transfer process.

Record Page Enhancements

The Asset Transfer record page includes custom Lightning Web Component (LWC) and Related List to enhance visibility and usability:

• Asset Transfer Items list(LWC) – Displays all asset units included in the transfer with filtering and search.

• Transfer Log(Related List) – Shows a chronological log of transfer-related actions and updates for audit and traceability.

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✅ Tips

• Admin Usage:
  If an Asset Admin needs to take an asset for personal or administrative use, they should create an Asset Transfer with:
  
  • Transfer Direction: Admin to User
    
  • Sender and Recipient: set to themselves
    
• Later, to return the asset, create another Asset Transfer with:
  
  • Transfer Direction: User to Admin
    
  • Sender and Recipient: again set to themselves
    
• Admin-to-Admin Handover:
  For transferring assets between Asset Admins, such as:
  
  • Replacing an old admin with a new one
    
  • Moving assets between locations or departments
    Use the Admin to Admin transfer direction. This maintains visibility of asset ownership while preserving asset status, allowing smooth administrative handovers.
    
• Approval Workflow:
  You can use the Salesforce Approval Process to implement structured approval workflows for asset transfers. This is useful for high-value equipment, department-level changes, or policy enforcement. The approval process can be triggered based on fields such as asset status, type, department, or transfer direction.

Field Label	Field API name	Type	Help Text
Asset Transfer	Name	STRING   (80)
Status	ITAM_App__Status__c	PICKLIST   (New, Ready To Transfer, Completed, Cancelled)
Transfer direction	ITAM_App__Transfer_direction__c	PICKLIST   (Admin to User, User to Admin, Admin to Admin)
Asset Recipient	ITAM_App__Asset_Owner__c	REFERENCE   (ITAM_App__Asset_Owner__c)
Asset Sender	ITAM_App__Asset_Sender__c	REFERENCE   (ITAM_App__Asset_Owner__c)
Asset request	ITAM_App__Asset_request__c	REFERENCE   (ITAM_App__Asset_request__c)
Default Asset Unit	ITAM_App__Default_Asset_Unit__c	REFERENCE   (ITAM_App__Asset_Unit__c)
Description	ITAM_App__Description__c	TEXTAREA
Reserved	ITAM_App__Reserved__c	BOOLEAN	Check it to reserve Asset units for that transfer when Status “Ready to Transfer” is set
Status description	ITAM_App__Status_description__c	TEXTAREA
Update request	ITAM_App__Update_request__c	BOOLEAN	Update Asset request Status