AssetFlow

A complete Asset Request & Allocation Management System built on Salesforce Platform.

Project Overview

AssetFlow automates the complete asset lifecycle from Employee Request to Asset Allocation and Return. No manual tracking needed — everything is automated!

Asset Lifecycle

Asset Request → Approval → Asset Allocation → Return → Asset Available

Key Features

• Automated Flow 1 — Asset Allocation record auto-created and Asset Status updated when request is approved
• Automated Flow 2 — Asset Status auto-reset to Available when allocation is marked as returned
• Asset Lookup on Request — Approver selects the exact asset to allocate from existing inventory
• Auto-Numbered Asset Records — Every asset gets a unique identifier (e.g. AST-0001)
• Approval Process — Structured approval workflow for asset requests
• Validation Rules — Data quality control on Purchase Date and Return Date
• Custom Reports and Dashboards — Real-time asset allocation insights
• Custom Objects and Relationships — Asset, Asset Request, and Asset Allocation linked via lookups
• Role-based Security Model — Controlled access for Employees and Approvers

Screenshots

AssetFlow Home Page

Object Model Overview

Asset Fields

Asset Records List

Asset Record Detail

Employees List

Employee Record — Related Lists

Asset Request Fields

Asset Request List

Asset Request Record Detail

Submit for Approval

Approval Process Setup

Approval Page

Flow 1 — Create Allocation on Approval

Asset Allocation Fields

Asset Allocations List

Asset Allocation Record Detail

Flow 2 — Update Asset Status on Return

Purchased Date Validation

Validation Error — Example 1

Return Date Validation

Validation Error — Example 2

Reports

Dashboards

Tech Stack

• Salesforce Flow Builder — Record Triggered Flows
• Approval Process
• Validation Rules
• Custom Objects and Relationships
• Reports and Dashboards
• Lightning App Builder
• Security Model — Profiles and Field-Level Security

Author

Mansi Khairnar LinkedIn | Trailhead