Conduct a risk assessment to understand the potential impact of a change before you
implement it. By evaluating factors such as urgency, scope, and affected systems, your team can
make informed decisions to minimize disruptions and protect service quality.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service. |
| User Permissions Needed |
| To access Risk Assessment questionnaire: |
Complete Change Risk Assessments |
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From the Change Request Record page, go to the Risk Evaluation
tab.
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Click Start to start the evaluation.
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On the Risk Evaluation Questionnaire page, answer the questions and click
Next.
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Answer the questions on next page and click Next.
You can review the calculated risk level and risk score on the Risk Score card.
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To retake the questionnaire, click Retake in the Risk
Evaluation tab.
