---
schema_version: "1"
id: bdbd367e9207386e0e6e5e293f164c34555f748741f9fe8ae5067d6bb3d778f5
title: Professional Membership and Certification Reimbursement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/hr_svc_prof_membership_cert_reimb.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.hr_svc_prof_membership_cert_reimb.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c4f267425b954671eb8a58ab817af22eb29eef99e96ee79557cc228502b11d71
description: Deploy this template to provide employees with a standardized way to request reimbursement for professional memberships and certifications.
products:
  - Service Cloud
release: "264"
---
# Professional Membership and Certification Reimbursement

Deploy this template to provide employees with a standardized way to request reimbursement for professional memberships and certifications.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

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: Certification or Membership Name, Expense Type, Date of Payment, Business Justification, Provider or Issuing Body, Currency, Subject, Case Origin, Receipt Upload, Amount.

## Fulfillment and Integration

This template doesn't include any preconfigured integrations for intake or fulfillment. Manager approval routing is expected. Use Flow Builder to define custom routing logic and fulfillment workflows.